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PERPETUAL
WEALTHFOCUS
SUPER PLAN
Insurance Coinsurance BOOK
DATED 1 MAY 2017
Issued by Perpetual Superannuation Limited
ABN 84 008 416 831 ADSL 225246 RSE L0003315IMPORTANT NOTES
This Insurance Book
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How to fill out insurance book

How to fill out insurance book
01
Gather all necessary personal information and documents such as identification, address proof, and contact details.
02
Contact the insurance provider or visit their website to obtain the insurance book application form.
03
Carefully fill out the application form, providing accurate details about yourself and the insurance policy you need.
04
Attach any required supporting documents such as proof of payment, medical records, or previous insurance policies.
05
Review the filled-out application form and all attached documents for any mistakes or missing information.
06
Submit the completed application form and supporting documents to the insurance provider via mail, email, or in person.
07
Wait for a confirmation or response from the insurance provider. They may require additional details or documents.
08
Once approved, you will receive your insurance book. Keep it in a safe place and make copies for easy access when required.
09
Update your insurance book regularly with any changes in personal information or policy updates.
Who needs insurance book?
01
Individuals who want to protect themselves and their assets from various risks and uncertainties require an insurance book.
02
People who own properties, vehicles, or valuable possessions often need an insurance book to ensure coverage in case of damages, theft, or accidents.
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Anyone who wants to comply with legal or contractual obligations that require insurance coverage may need an insurance book.
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What is insurance book?
Insurance book is a document that records details of insurance policies held by an individual or organization.
Who is required to file insurance book?
Insurance book must be filed by individuals or organizations who hold insurance policies.
How to fill out insurance book?
Insurance book can be filled out by entering information about each insurance policy held, including the policy number, coverage amount, and premium.
What is the purpose of insurance book?
The purpose of insurance book is to keep track of all insurance policies held and ensure they are up-to-date.
What information must be reported on insurance book?
Information such as policy number, coverage amount, premium, insurer's contact information, and expiry date must be reported on insurance book.
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