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Critical Illness or Split Trust England and Wales Joint Settlers TD14 (02.14) This trust may only be used with term assurance contracts. There must be no surrender value. It is not suitable for business

How to fill out critical illness or split

How to fill out critical illness or split:

1. Gather all the necessary documents and information needed to complete the critical illness or split form.
2. Start by filling out your personal information, including your name, address, and contact details.
3. Provide details about your insurance policy, such as the policy number, insurer's name, and the coverage type (critical illness or split).
4. Clearly indicate the date of diagnosis for the critical illness or split, if applicable.
5. Specify the type of critical illness or split that you are claiming for, ensuring accurate and complete information.
6. Attach any supporting medical documentation or reports that verify your diagnosis, treatments, and medical history.
7. Provide any additional information requested by the form, such as details of any other insurance policies you may have or any previous claims made.
8. Review the completed form thoroughly to ensure all information is accurate and legible.
9. Sign and date the form to certify that the information provided is true and accurate.

Who needs critical illness or split:

1. Individuals who want additional financial protection in the event of a critical illness or split may consider purchasing this type of insurance.
2. Those who have a family history of critical illnesses or medical conditions may find critical illness or split insurance beneficial.
3. People who have dependents or financial responsibilities and want to ensure their loved ones are financially secure during a critical illness or split may choose this coverage.
4. Individuals with high-risk jobs or lifestyles that increase their chances of developing a critical illness or experiencing a split may opt for this insurance to mitigate potential financial hardship.
5. Anyone looking for peace of mind and added security during unforeseen medical circumstances may find critical illness or split insurance valuable.

Note: It is important to consult with a licensed insurance professional or advisor to understand the specific terms, conditions, and coverage options of critical illness or split insurance before making a decision.

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