We understand that it can be hard to keep track of the different forms and documents you may require.
Which is why we’ve created this form and document library. Everything you may need to provide to a client, or to answer questions about NEOS or our processes, can be found here.
Simply scroll down to access the most up-to-date versions of our Adviser Guide, Data Capture Form and NEOS Super Plan forms; to name but a few.
Plus, if you’re a registered adviser with NEOS, you can also order hard copies of our Product Disclosure Statement and Data Capture Form. Just click on the ‘Order online’ button and follow the instructions on the screen. Your requested documents will be at your doorstep shortly!
This Adviser Guide is designed to assist you in writing life insurance with NEOS by explaining our product and pricing approach, our underwriting and claims requirements, as well as our administrative processes. It should be read together with the NEOS Protection Product Disclosure Statement.
Heading to a client meeting where you won't have access to a computer? This form has been created to help you capture the information necessary to complete a NEOS online application when you return to your office.
We understand that many newly qualified professionals, such as doctors and solicitors, have a significant earning capacity, but may not be able to provide the financial evidence required to support their chosen level of cover. That's why we have a 'New Professionals Offer.' It helps new professionals to get the cover they need.
Here are the important forms your client will need to complete if they’ve purchased, or plan to purchase, life insurance using the NEOS Super Plan.
NEOS Super Plan Enduring Rollover Authority Form
This form provides your client's authority for the annual rollover of funds from their nominated super fund, to the NEOS Super Plan.
NEOS Super Plan Death Benefit Nomination Form
If your client has purchased Life Cover using the NEOS Super Plan, this form allows them to nominate who should receive their insurance benefit in the event of their death.
We’ve kept our forms to the absolute minimum as most requests can be handled over the phone or via email. However, the few forms we do have, are provided below. All forms are writable PDFs so there’s no need to print – simply download the form, type in the responses and email it to us at customerservice@neoslife.com.au
NEOS Medical Authority Form
This form is to be used by your client to provide their authority for their medical practitioner to release their personal medical information to NEOS.
NEOS Payment Authority Form
Does your client wish to update their payment details? If so, you can call us directly or complete this form and email it to customerservice@neoslife.com.au
Guide to Identity Certification
This document outlines why we require proof of identity and the identity documents we accept.
NEOS Declaration Signing Form
This form has been designed to allow advisers to capture their client’s physical signature confirming the client’s agreement with the declarations in the NEOS Protection application. Advisers can then save the completed form in their file for that client.