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Broker Resources

From 1 February 2026, updated application forms will replace the existing versions in the main documents library for all new switch group business. During the transition period, this page provides access to the forms required for new switch policies. After 1 February 2026, these documents will be removed from this page and will be available through the documents library as normal.

Elite Corporate Application Form 10+ Members
PDF, 226 kB
Download form
Elite Corporate Application Form 2 Members
PDF, 148 kB
Download form
Elite Corporate Application Form 3 to 9 Members
PDF, 227 kB
Download form
Elite Group Joiner Application Form 10 Members
PDF, 106 kB
Download form
Elite Group Joiner Application Form 2 to 9 Members
PDF, 109 kB
Download form
Important information for brokers Please ensure the correct form is used based on the client's policy inception date. Forms on this page apply to group switch policies starting on or after 1 February 2026.
Important information for brokers
Please ensure the correct form is used based on the client's policy inception date. Forms on this page apply to group switch policies starting on or after 1 February 2026.