Broker Documents & Forms

To enable quick action for our members and enhance efficiency, we have listed the relevant broker forms and documents below (specific member forms are listed under the member tab). We include both a manual format and an easily electronic editable format. Please download the editable format to insert the signatures after which the completed form can be emailed to the relevant email address as detailed on the form. The editable electronic format is indicated as “Auto”.

New Employer Group Application
Group Take-on Application form
Broker Appointment form
Broker Application form
Option change form