• Annuity Questionnaire

  • Basic Details Applicant

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  • Joint Annuitant Details

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  • Measurements

  • Drinking

  • Smoking

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  • Partner's Measurements

  • Drinking

  • Smoking

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  • Annuity Options Required

  • Your Existing Pensions

  • Medical Conditions

  • High Cholesterol

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  • High Blood Pressure

  • Heart Condition

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  • Condition Details

    Does this heart condition CURRENTLY affect you in any of the following ways?
  • Diabetes

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  • Cancer, Leukaemia, Hodgkin's Disease, lymphoma, Growth or Tumour

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  • Current Medications

  • Treatments

    Did you have, or are you due to have, any of the following as a result of your tumour or malignant condition (eg Leukaemia)?
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  • Additional Information

  • Stroke

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  • If multiple occurences or types of stroke, please provide details in additional notes below
  • Ongoing Problems

  • Activities of Daily Living (ADL) questionnaire

    Please select each of the following that most closely reflects your current condition:
  • Respiratory/lung disease

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  • Additional information

  • Do any of the following apply?
  • Multiple Sclerosis

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  • Do you have, or have you had, any of the following in relation to your multiple sclerosis?
  • Activities of Daily Living (ADL) questionnaire

    Please select each of the following that most closely reflects your current condition:
  • Neurological disease

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  • Do you have, or have you had, any of the following symptoms in relation to your neurological condition?
  • Any other serious illness or condition

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  • Partner Medical Conditions

  • Partner High Cholesterol

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  • Partner High Blood Pressure

  • Partner Heart Condition

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  • Condition Details

    Does this heart condition CURRENTLY affect you in any of the following ways?
  • Partner Diabetes

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  • Partner Cancer, Leukaemia, Hodgkin's Disease, lymphoma, Growth or Tumour

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  • Current Medications

  • Treatments

    Did you have, or are you due to have, any of the following as a result of your tumour or malignant condition (eg Leukaemia)?
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  • Additional Information

  • Partner Stroke

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  • If multiple occurences or types of stroke, please provide details in additional notes below
  • Ongoing Problems

  • Activities of Daily Living (ADL) questionnaire

    Please select each of the following that most closely reflects your current condition:
  • Partner Respiratory/lung disease

  •  - -
  • Additional information

  • Do any of the following apply?
  • Partner Multiple Sclerosis

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  • Do you have, or have you had, any of the following in relation to your multiple sclerosis?
  • Activities of Daily Living (ADL) questionnaire

    Please select each of the following that most closely reflects your current condition:
  • Partner Neurological disease

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  • Do you have, or have you had, any of the following symptoms in relation to your neurological condition?
  • Partner any other serious illness or condition

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  • Any Other Information and declaration

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  • I/We declare that the information and statements provided
    above are true and I/we have taken reasonable care to ensure
    that my/our answers to the questions asked are correct. I/We
    understand that if any information provided by me/us is
    subsequently found to be inaccurate the policy may be amended
    or cancelled in accordance with the Consumer Insurance
    (Disclosure and Representations) Act 2012. I understand that
    this may mean the benefits payable to me/ us are reduced
    and in some instances the policy may be cancelled.


    I/We agree that the Provider may obtain medical information
    from any doctor who, at any time, has attended me/us, about
    anything that affects my/our physical or mental health and/or
    any insurance office to which a proposal has been made on
    my/our life and I/we authorise the giving of such information.
    This consent shall remain valid throughout the duration of
    the insurance and after my/our death unless I/we advise the
    Provider otherwise.


    I/We agree that the Provider may apply for medical evidence.
    I/We authorise the Provider to pass medical information to
    any medical officer on the Provider’s behalf.
    I/We accept the Provider will use the information I/we give for
    administration, underwriting, claims, research and statistical
    purposes. I/We agree the Provider may pass information about
    my/our physical or mental health or condition to medical
    practitioners and reinsurers.


    I/We agree that a copy of this declaration and consent can be
    treated as the original.


    I/We agree to the Provider processing my/our medical data in
    accordance with the Annuityhelp Direct Privacy Notice, and the

    Retirement Health Form Privacy Notice  


    I/We understand that I/we must inform the Provider without
    delay if there is a change to my/our health or circumstances
    before the commencement of the policy. I/We understand
    that failure to do so may result in amendment or cancellation
    of the policy in accordance with the Consumer Insurance
    (Disclosure and Representations) Act 2012.

    I/We have been duly notified of my/our rights under the
    Access to Medical Information legislation
    governing access to medical records.


    I/We understand that the Provider may pass the information
    to third parties for the prevention or detection of fraud,
    enabling assets to be rightfully claimed or where required
    by law or regulation.

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