Document Library

To search for documents, you have several options available, and you can select from any or all of the following filters.

If you are aware of the insurer or the market you are dealing with, you can filter this way. Additionally, you can refine your search by product, language, or asset (document) type.

By using these filters, you can streamline your search process and find the specific document you need.

Current Filters

Language: English (EN)

Asset Type: Operational Forms

Process: Surrender or Claim

Documents

Title	Description	Insurer	Market	Product	Regime	Excerpt
Death Claim Form	This form can be used to notify us of the death of the policy holder on the Utmost International Isle of Man Life Insurance Portfolio, Silk Life Plan and Tailored Life Plan.	Middle East, Singapore (SG)	Utmost International - IoM	Silk Life Plan (Life Cover only), Silk Life Plan (Life Cover Plus), Tailored Life Plan (TLP)	FOS	This form can be used to notify us of the death of the policy holder on the Utmost International Isle of Man Life Insurance Portfolio, Silk Life Plan and Tailored Life Plan. Operational Forms Death Claim Form ULQ PR \| 19714
Portfolio Bond Withdrawal / Surrender Form	Surrender and Withdrawal Request Form for Portfolio Bond	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, Singapore (SG), Sweden (SE), United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific	FOS	Surrender and Withdrawal Request Form for Portfolio Bond Operational Forms Portfolio Bond Withdrawal / Surrender Form UWSQ PR \| 13485
UWS Multi-Product Withdrawal and Surrender Form	This form should only be used for surrender or withdrawal requests from products designed forUtmost International Isle of Man Limited within the UK market or for any product where the policyholder is now UK resident.	United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific	FOS	This form should only be used for surrender or withdrawal requests from products designed forUtmost International Isle of Man Limited within the UK market or for any product where the policyholder is now UK resident. Operational Forms UWS Multi-Product Withdrawal and Surrender Form IOM PR 0027
Bereavement Claim Form	Bereavement Claim Form for Life Assurance Bonds	United Kingdom (UK)	Utmost Wealth Solutions	Evolution, Selection	FOS	Bereavement Claim Form for Life Assurance Bonds Operational Forms Bereavement Claim Form UWS PR 0182
Professional Portfolio Payment Surrender Form	If you purchased your Utmost Worldwide Limited Professional Portfolio Plan in Singapore, use this from to request a full surrender, partial surrender or regular withdrawal.	Singapore (SG)	Utmost Worldwide	Professional Portfolio - Singapore	FOS	If you purchased your Utmost Worldwide Limited Professional Portfolio Plan in Singapore, use this from to request a full surrender, partial surrender or regular withdrawal. Operational Forms Professional Portfolio Payment Surrender Form UWWS PR 00105
Verification of Corporate or Trustee Identity (International)	This form is to be used to verify the identity of a Company or a Trustee.	Rest of the World	Utmost Worldwide	Choice and Vision - International, Focus - International, Professional Portfolio - International	FOS	This form is to be used to verify the identity of a Company or a Trustee. Operational Forms Verification of Corporate or Trustee Identity (International) UWWS PR 00055
Never received / Lost Policy Declaration (International)	Never Received / Lost Policy Declaration, for use in the International market, and Singapore market, to declare that you have never received/lost your original policy documentation for your Utmost Worldwide Limited Plan and provide indemnity in our favour in the event of us paying a claim without the original policy documents.	Rest of the World, Singapore (SG)	Utmost Worldwide	Choice and Vision - International, Choice and Vision - Singapore, Focus - International, Focus - Singapore, Professional Portfolio - International, Professional Portfolio - Singapore	FOS	Never Received / Lost Policy Declaration, for use in the International market, and Singapore market, to declare that you have never received/lost your original policy documentation for your Utmost Worldwide Limited Plan and provide indemnity in our favour in the event of us paying a claim without the original policy documents. Operational Forms Never received / Lost Policy Declaration (International) UWWS PR 00042
Claim For Death Benefit Request Form (International)	Claim for Death Benefit Request Form, for use in the International market, and Singapore market, to notify us of a death benefit claim under your Utmost Worldwide Limited Plan.	Rest of the World, Singapore (SG)	Utmost Worldwide	Choice and Vision - International, Choice and Vision - Singapore, Focus - International, Focus - Singapore	FOS	Claim for Death Benefit Request Form, for use in the International market, and Singapore market, to notify us of a death benefit claim under your Utmost Worldwide Limited Plan. Operational Forms Claim For Death Benefit Request Form (International) UWWS PR 00038
Unit-Linked Regular Withdrawal Payment Request Form (International)	Unit-Linked Regular Withdrawal Request Form, for use in the International market, to request a regular withdrawals from your Unit-Linked, Utmost Worldwide Limited Plan.	Rest of the World	Utmost Worldwide	Choice and Vision - International, Focus - International	FOS	Unit-Linked Regular Withdrawal Request Form, for use in the International market, to request a regular withdrawals from your Unit-Linked, Utmost Worldwide Limited Plan. Operational Forms Unit-Linked Regular Withdrawal Payment Request Form (International) UWWS PR 00036
Discharge and Request for Payment Form for Professional Portfolio Bond (Singapore)	Discharge and Request for Payment Form to be used to request final payment and discharge from all future liabilities under your Utmost Worldwide Limited Professional Portfolio Bond, for use in the Singapore market.	Singapore (SG)	Utmost Worldwide	Professional Portfolio - Singapore	FOS	Discharge and Request for Payment Form to be used to request final payment and discharge from all future liabilities under your Utmost Worldwide Limited Professional Portfolio Bond, for use in the Singapore market. Operational Forms Discharge and Request for Payment Form for Professional Portfolio Bond (Singapore) UWWS PR 00017
Tax Declaration and Self Certification for Individual Investors	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee.	ASIA, Europe Expat, Finland (FI), France (FR), Germany (DE), Hong Kong (HK), Italy (IT), Mexico (MX), Middle East, Peru (PE), Portugal (PT), Singapore (SG), Spain (ES), Sweden (SE), Switzerland (CH), United Kingdom (UK)	Utmost Wealth Solutions	Non Product Specific	FOS	For Use with Utmost Worldwide, Utmost PanEurope and Utmost International Isle of Man products. You have been asked to complete this form in order that we can accurately report your policy under the relevant tax information exchange agreements, including Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) regulations. This form should be used for individual policyholders, persons authorised to sign on behalf of the policyholder, for example their Power of Attorney or court appointed Deputy, and individuals linked to the trust where Utmost International Trustee Solutions Limited are the appointed trustee. Operational Forms Tax Declaration and Self Certification for Individual Investors UWSQ PR \| 12373
UPE Declaration of Residence Outside of Ireland	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer.	Europe Expat, Rest of the World, United Kingdom (UK)	Utmost PanEurope	Non Product Specific	FOS	Utmost PanEurope Policyholders resident outside of Ireland must make the declarations contained in this form in order to receive payments without the deduction of Irish tax if they hold a policy issued by an Irish insurer. Operational Forms UPE Declaration of Residence Outside of Ireland UPEQ PR \| 20900
French Executive Portfolio Withdrawal/Closure Form	This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio.	Europe Expat	Utmost PanEurope	Non Product Specific	FOS	This form can be used to request a withdrawal or closure of policy from the French Executive Portfolio. Operational Forms French Executive Portfolio Withdrawal/Closure Form UPEQ PR \| 20786
France Death Benefit Claim form	This form can be used to claim a death benefit for Apex France or PWP France policies	France (FR)	Utmost PanEurope	Apex (France), Private Wealth Portfolio (PWP) France	FOS	This form can be used to claim a death benefit for Apex France or PWP France policies Operational Forms France Death Benefit Claim form UPE_WS PR 00114
Apex Portugal – Death Benefit Claim form	This form can be used to claim a death benefit for Apex Portugal policies	Portugal (PT)	Utmost PanEurope	Apex (Portugal)	FOS	This form can be used to claim a death benefit for Apex Portugal policies Operational Forms Apex Portugal – Death Benefit Claim form UPE_WS PR 00010
Apex Portugal – Withdrawal or surrender form	This form should be used to withdraw from or surrender your Apex Portugal policy.	Europe Expat	Utmost PanEurope	Apex (Portugal)	FOS	This form should be used to withdraw from or surrender your Apex Portugal policy. Operational Forms Apex Portugal – Withdrawal or surrender form UPE_WS PR 00009
PWP UK – Death Benefit Claim Form	Private Wealth Portfolio UK – Death Benefit Claim Form	United Kingdom (UK)	Utmost PanEurope	Private Wealth Portfolio - UK	FOS	Private Wealth Portfolio UK – Death Benefit Claim Form Operational Forms PWP UK – Death Benefit Claim Form UPE_WS \| 05213
Maksulomake	Tällä lomakkeella voit ilmoittaa takaisinoston maksutiedot.	Finland (FI)	Utmost PanEurope	Advantage Corporate (Closed), Future, Professional Portfolio, Target, Vision (Closed), Wealth Portfolio Finland	FOS	Tällä lomakkeella voit ilmoittaa takaisinoston maksutiedot. Operational Forms Maksulomake UPE_WS \| 05013
Ilmoitus kadonneesta/vastaanottamattomasta vakuutuskirjasta	Lomake, jota voidaan käyttää, jos vakuutuskirja on kadonnut, tuhoutunut tai sitä ei ole koskaan vastaanotettu.	Finland (FI)	Utmost PanEurope	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake, jota voidaan käyttää, jos vakuutuskirja on kadonnut, tuhoutunut tai sitä ei ole koskaan vastaanotettu. Operational Forms Ilmoitus kadonneesta/vastaanottamattomasta vakuutuskirjasta UPE_WS \| 04410
Takaisinostopyyntö	Lomake takaisinostojen tekemiseen.	Finland (FI)	Utmost PanEurope	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed), Wealth Portfolio Finland	FOS	Lomake takaisinostojen tekemiseen. Operational Forms Takaisinostopyyntö UPE_WS \| 04290
Kuolemantapauskorvaushakemus	Kuolemantapauskorvaushakemus.	Finland (FI)	Utmost PanEurope	Advantage Corporate (Closed), Professional Portfolio, Vision (Closed)	FOS	Kuolemantapauskorvaushakemus. Operational Forms Kuolemantapauskorvaushakemus UPE_WS \| 04287
PWP Notice of Cancellation Form	Operational Forms PWP Notice of Cancellation Form UPE_WS \| 04244	Spain (ES)	Utmost PanEurope	Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK	FOS	Operational Forms PWP Notice of Cancellation Form UPE_WS \| 04244
Never Received or Lost Policy Schedule Declaration (EN)	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration	Chile (CL), Finland (FI), France (FR), Italy (IT), Mexico (MX), Portugal (PT), Spain (ES), United Kingdom (UK)	Utmost PanEurope	Apex (France), Apex (Portugal), Non Product Specific, Private Wealth Portfolio - Italy, Private Wealth Portfolio - Portugal, Private Wealth Portfolio - Spain, Private Wealth Portfolio - UK, Private Wealth Portfolio (PWP) France, Selection, Target	FOS	Utmost Pan Europe dac Never Received or Lost Policy Schedule Declaration Operational Forms Never Received or Lost Policy Schedule Declaration (EN) UPE PR 12847
Target ja Future Maksuvapaapyyntö	Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle.	Finland (FI)	Utmost PanEurope	Future, Target		Lomake vakuutusmaksukauden aikana pyydettävälle maksuvapaalle. Operational Forms Target ja Future Maksuvapaapyyntö UPE PR 12434
PWP Portugal Notice of Cancellation Form	Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144	Portugal (PT)	Utmost PanEurope	Private Wealth Portfolio - Portugal		Operational Forms PWP Portugal Notice of Cancellation Form UPE PR 00144
Kuolintapaus / Death Claim	Use this form to initiate a death claim for the Finnish market.This document is bilingual Finnish and English.	Finland (FI)	Utmost Luxembourg S.A	Non Product Specific	FOS	Use this form to initiate a death claim for the Finnish market.This document is bilingual Finnish and English. Operational Forms Kuolintapaus / Death Claim ULU PCON1006
Declaration of Loss or Non-Receipt of Policy Form	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received.	Hong Kong (HK)	Utmost International - IoM	Non Product Specific	FOS	This declaration form is for use in Hong Kong only and can be used if your policy documents were lost, destroyed or never received. Operational Forms Declaration of Loss or Non-Receipt of Policy Form ULQ PR \| 6019
Unit Linked Accounts Withdrawal/Closure/Maturity Form (English)	This form should only be used to request a partial, full surrender or maturity from the following Utmost International unit-linked products Managed Capital Account, Managed Savings Account, Managed Pension Account, Executive Wealthbuilder Account and European Capital Account.	Europe Expat, Hong Kong (HK), Middle East, Rest of the World, United Kingdom (UK)	Utmost International - IoM	Managed Capital Account	FOS	This form should only be used to request a partial, full surrender or maturity from the following Utmost International unit-linked products Managed Capital Account, Managed Savings Account, Managed Pension Account, Executive Wealthbuilder Account and European Capital Account. Operational Forms Unit Linked Accounts Withdrawal/Closure/Maturity Form (English) ULQ PR \| 13694
Request for Fixed Account Loan Withdrawal Form	This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount.	Europe Expat, Middle East, Rest of the World	Utmost International - IoM	Non Product Specific	FOS	This form can be used to request Utmost International Isle of Man or Utmost PanEurope to transfer monies to the fixed account and issue a loan withdrawal for the same amount. Operational Forms Request for Fixed Account Loan Withdrawal Form ULQ PR \| 04839
Request for Withdrawal or Surrender – Life Insurance Portfolio and Tailored Life Plan	This form should be used to request a partial or full surrender from a Life Insurance Portfolio or Tailored Life Plan only.	Middle East, Singapore (SG)	Utmost Wealth Solutions	Executive Life Portfolio, Life Insurance Portfolio, Life Insurance Portfolio Plus, Tailored Life Plan (TLP)	FOS	This form should be used to request a partial or full surrender from a Life Insurance Portfolio or Tailored Life Plan only. Operational Forms Request for Withdrawal or Surrender – Life Insurance Portfolio and Tailored Life Plan UL PR 00420
Cuentas Unit Linked Formulario de Retiro/Cierre/VencimientoUnit Linked Unit Linked Accounts Withdrawal/Closure/Maturity Form	Este es un Formulario de Retiro/ Cierre/Vendimiento bilingüe en español e inglés para utilizar con los productos Managed Capital Account, Managed Savings Account and Managed Pension Account.This is a bilingual Spanish and English Withdrawal/Closure/Maturity Form for use with the Managed Capital Account, Managed Savings Account and Managed Pension Account products.	Europe Expat, Spain (ES)	Utmost International - IoM	Managed Capital Account	FOS	Este es un Formulario de Retiro/ Cierre/Vendimiento bilingüe en español e inglés para utilizar con los productos Managed Capital Account, Managed Savings Account and Managed Pension Account.This is a bilingual Spanish and English Withdrawal/Closure/Maturity Form for use with the Managed Capital Account, Managed Savings Account and Managed Pension Account products. Operational Forms Cuentas Unit Linked Formulario de Retiro/Cierre/VencimientoUnit Linked Unit Linked Accounts Withdrawal/Closure/Maturity Form UL PR 00431
Assignment of Policy Segments for Immediate Surrender (for use with Former Quilter Products)	This deed is to be used to assign Policy segments for an immediate surrender for use with Former Quilter products only.	United Kingdom (UK)	Utmost International - IoM	Executive Investment Bond	FOS	This deed is to be used to assign Policy segments for an immediate surrender for use with Former Quilter products only. Operational Forms Assignment of Policy Segments for Immediate Surrender (for use with Former Quilter Products) UL PR 00432
Assignment of Policy for Surrender Form	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender.	United Kingdom (UK)	Utmost International - IoM	Non Product Specific	FOS	This Assignment and Surrender Form can be used for assigning of policies for immediate surrender. Operational Forms Assignment of Policy for Surrender Form UL PR 00334
Unit Linked Encashment Form	This form can be used to request unit linked encashment. It can be used with a small number of older products.		Utmost PanEurope	UPE Unit-linked Products (Closed)	FOS	This form can be used to request unit linked encashment. It can be used with a small number of older products. Operational Forms Unit Linked Encashment Form UIC PR 00190
Retirement Benefits Plan – Retirement Advice Form	This form is intended to allow the Trustees to indicate the required benefits for the retiring employee, provide details and authorise the payment of benefits.This form is used with a small number of older products.		Utmost PanEurope	Non Product Specific		This form is intended to allow the Trustees to indicate the required benefits for the retiring employee, provide details and authorise the payment of benefits.This form is used with a small number of older products. Operational Forms Retirement Benefits Plan – Retirement Advice Form UIC PR 00186
Retirement Benefits Plan – Withdrawal Form	This is a list of several options in relation to the accrued pension benefits.This form is used with a small number of older products.		Utmost PanEurope	Non Product Specific		This is a list of several options in relation to the accrued pension benefits.This form is used with a small number of older products. Operational Forms Retirement Benefits Plan – Withdrawal Form UIC PR 00187
Permanent Health Insurance Claim Form	Permanent health insurance claim form to request the health details of the life assured and consent to Utmost PanEurope dac seeking and processing information in order to be able to process this claim.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Non Product Specific	FOS	Permanent health insurance claim form to request the health details of the life assured and consent to Utmost PanEurope dac seeking and processing information in order to be able to process this claim. Operational Forms Permanent Health Insurance Claim Form UIC PR 00184
Lapse Value Claim Form	Lapse Value Claim Form to claim the cash in value of the policy at the date of lapse together with late payment interest in full and final settlement of the policy.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Non Product Specific	FOS	Lapse Value Claim Form to claim the cash in value of the policy at the date of lapse together with late payment interest in full and final settlement of the policy. Operational Forms Lapse Value Claim Form UIC PR 00180
Full Encashment Request Form	This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac’s records is entitled to receive it.	Europe Expat, United Kingdom (UK)	Utmost PanEurope	Non Product Specific	FOS	This form is used to request full encashment. Please note the encashment value will be based on the date of receipt of all requirements and payable to the individual who according to Utmost PanEurope dac’s records is entitled to receive it. Operational Forms Full Encashment Request Form UIC PR 00179
Surrender Request Form	Surrender Request Form outlining the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details.For products formerly Scottish Mutual International.		Utmost PanEurope	Non Product Specific	FOS	Surrender Request Form outlining the bond surrender details along with the bond owners, both personal and corporate investors. Also, any other surrender instructions, such as payment details.For products formerly Scottish Mutual International. Operational Forms Surrender Request Form UIC PR 00169
Regular Withdrawal Request Form	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International.		Utmost PanEurope	Non Product Specific	FOS	The Regular Withdrawal Request Form outlines the bond withdrawal details along with the bond owners, both personal and corporate investors.For products formerly Scottish Mutual International. Operational Forms Regular Withdrawal Request Form UIC PR 00164
Declaration of Loss of Plan Schedule	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors.	Germany (DE)	Utmost PanEurope	Non Product Specific	FOS	For Products formerly Scottish Mutual International this form is used to declare the loss of Plan Schedule and any owners of the bond, both personal and corporate investors. Operational Forms Declaration of Loss of Plan Schedule UIC PR 00158

Customer Support

Utmost Wealth Solutions

Popular support Pages

Previously visited Support Pages

Online Service Login

Utmost Wealth Solutions

Popular logins

Previously used logins

Document Library

Utmost Wealth Solutions

Document Library