Resources

Client Forms

Nomination of Beneficiary

This form provides direction from the policyholder to Genus Life Insurance Services on how to pay any death benefits that become payable under your life insurance plan. This direction will be followed by Genus and may be cancelled by the policyholder in writing.

Download the Nomination of Beneficiary form

Non-Smoker Statement

This form is used to advise Genus Life Insurance Services of changes to your smoking status. Note, that this may only be used once you have not used or consumed tobacco or any other substance or used nicotine replacement products within the last 12 months.

Download the Non-Smoker Statement form

Third Party Authority Form

This Authority form is used by the Policy Owner to nominate a person to act on your behalf in dealing with Genus in respect of your Insurance Policy. There are two types of authorities available; a Limited Authority or a Full Authority.

Third Party Authority Form

Cancellation Request

This form is used to formally request cancellation of your insurance policy.

Genus Cancellation Form

Product PDS’s

Freedom Protection Plan PDS

For all 41 policies , please view the Freedom Protection Plan PDS 41 and Freedom Protection Plan Supplementary PDS

Freedom Protection Plan PDF 41

Freedom Protection Plan Supplementary PDS 41

For all 41 policies , please view the Freedom Protection Plan PDS 41 and Freedom Protection Plan Supplementary PDS

Freedom Protection Plan Supplementary PDS 41

Reward Protection Plan PDS 51

For all 51 policies, please view the Reward Protection Plan PDS 51 and the Reward Supplementary PDS

Reward Protection Plan PSD 51

Reward Supplementary PDS 51

For all 51 policies, please view the Reward Protection Plan PDS 51 and the Reward Supplementary PDS

Reward Supplementary PDS 51

Freedom Loan Protection Plan PDS 61

For all 61 policies, please view the Freedom Loan Protection Plan PDS 61 and Freedom Loan Protection Supplementary PDS

Freedom Loan Protection Plan PDS 61

Freedom Loan Protection Supplementary PDS 61

For all 61 policies, please view the Freedom Loan Protection Plan PDS 61 and Freedom Loan Protection Supplementary PDS

Freedom Loan Protection Supplementary PDS 61

Freedom Protection Plan PDS 71 with an issue date after 28 Sep 2017

For all 71 policies please view the Freedom Protection Plan PDS 71 with an issue date after 28 September, 2017 and Freedom Protection Plan Supplementary PDS

Freedom Protection Plan PDS 71 (28 Sep 2017)

Freedom Protection Plan PDS 71 with an issue date prior to 28 Sep 2017

For all 71 policies please view the Freedom Protection Plan PDS 71 with an issue date prior to 28 September, 2017 and Freedom Protection Plan Supplementary PDS

Freedom Protection Plan PDS 71 (1 Feb 2017)

Freedom Protection Plan Supplementary PDS 71

For all 71 policies please view the Freedom Protection Plan PDS 71 with an issue date prior to 28 September, 2017 and Freedom Protection Plan Supplementary PDS

For all other 71 policies please view the Freedom Protection Plan PDS 71 and Freedom Protection Plan Supplementary PDS

Freedom Protection Plan Supplementary