Acceptance Forms

Please make sure your clients are aware of the importance of signing and returning an acceptance form to us, whether at installation, a benefit structure change or review.

Acceptance forms need to be completed in full and signed by an authorised signatory for an insurer to be able to confirm cover is in place. The contract they enter into is an annually renewable contract too, so ensuring the annual review acceptance form is completed in full, signed by an authorised signatory and returned timeously is also critical. Benefit structure changes can happen at any time but the above also applies when they do occur.

Not having these forms completed and signed in time may leave you and your brokerage exposed to potential liability so please ensure that they are not overlooked.

If you have specific questions please do not hesitate to contact your Associate or the office for assistance.

Yours sincerely,

The TSA Team

You’ll find all back issues of TSA Connect by visiting our blog and you can do that by clicking here. All information provided in TSA Connect newsletters is intended to inform and explain, but please remember to always check the current terms on policies when considering options and advising clients.

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