Life Advisers

Everything you need to know about being a Hollard Life Adviser

Forms & downloads

Servicing forms

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Beneficiary Nomination Form
 

Non-smoker Declaration


Cancellation Form


Policy Servicing Form


Cession Form


Surrender Form


Company or Trust Addendum


Refund of Credit Form


Debit Order Form

Application forms

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Printable & editable applications:
 

Full Application
 

Company Addendum
 

Life Insured Application
 

Policyholder Application
 

Declaration of Acceptance
 

Addendum vir Maatskappy of Trust_1
 

Addendum vir Maatskappy of Trust_2
 

Aansoekvorm vir Lewensversekerde 
 

Aansoek vir Hollard se Lewenspolis – Versekerde Lewe_16 Feb 2021
 

Aansoek vir Hollard se Lewenspolis - Polishouer_16 Feb 2021
 

Aansoek vir Hollard se Lewenspolis - Polishouer
 


RAR – PPR 19:

Replacement Advice Record 

Claims forms

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Death Claim Form - Police
 

Business Overhead Expenses Benefit Claim Form
 

Disability Claim Form - Claimant
 

Certificate of Continued Disability Claim Form
 

Disability Claim Form - Employer


Certificate of Existance for a Claim


Disability Claim Form - Medical Attendant
 

Certificate of Income Received


FICA Form


Critical Illness Claim Form - Life Insured


Funeral/Final Expenses Form


Critical Illness Claim Form - Medial Attendant


Indemnity Form for Crisis Waiver Cash Back


Death Claim Form - Claimant


Policyholder Form for Critical Illness and Disability Claims


Death Claim Form - Medical Attendant


Retrenchment Claim Form

Underwriting forms

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Aerobatics Questionnaire

 

Arthritis Questionnaire

 

Asthma Questionnaire

 

Aviation Questionnaire

 

Back and Neck Questionnaire - Life Insured

 

Chest Pain Questionnaire

 

Declaration of Health

 

Diabetic Questionnaire - Life Insured

 

Diabetic Questionnaire - Medical Attendant

 

Diving Questionnaire

 

Diving Questionnaire - Commercial

 

Doctor's Notification Letter

 

ECG Questionnaire

 

Epilepsy Questionnaire - Life Insured

 

Epilepsy Questionnaire - Medical Attendant

 

Financial Statement - Keyman

 

Financial Statement - Partnership Cover

 

Financial Statement - Personal Needs Cover

 

Financial Statement - Security for a Loan

 

Foreign Travel Questionnaire

 

Gastro Intestinal Questionnaire

 

General Questionnaire

 

Habits Questionnaire - Alcohol

 

Habits Questionnaire - Drugs

 

Heart Chart By Physician Specialist Form

 

Hunting Questionnaire

 

Insolvency Questionnaire

 

Medical Tariff Codes

 

Mental Health Questionnaire - Life Insured

 

Mental Health Questionnaire - Medical Attendant

 

Mining Questionnaire

 

Motor Car Racing Questionnaire

 

Motorcycle Questionnaire

 

Mountaineering Questionnaire

 

Non-smoker Declaration

 

Occupational Questionnaire

 

Pathology Request

 

Porphyria Questionnaire

 

Powerboat Racing Questionnaire

 

PMA - Disease Management

 

PMA Request Form

 

Pulmonary Request

 

Regular Passenger Aviation Questionaire

 

Retest of Blood Pressure

 

Short Medical Report

 

Sky Diving & Parachuting Questionnaire

 

Standard Medical Report

 

Taxi Questionnaire

Illustration of a purple plant

Please log in to our a Lifezone broker portal.

Download LifeQuote

LifeQuote is Hollard Life’s easy-to-use desktop quoting tool that allows you to generate not only new business quotations for Life cover, Critical illness and Disability (to name a few) but also to print a complete benefits summary pack for your client on the benefits selected, that you can use as part of your record of advice.

In order to download the latest version of LifeQuote, please log in to the LifeZone portal and click on the LifeQuote icon. Once downloaded, extract the zip file contents and open the LifeQuote.exe file. Follow the onscreen prompts to finish the installation.

Broker accreditation

Completing our online accreditation exam will help you, the financial adviser, to familiarise yourself with our Life Insurance product offering, which will assist you when you offer financial advice to your clients.

This accreditation is open to Life insurance financial advisers registered on our LifeZone (previously AltZone) portal, that market and sell risk policies. By better understanding our products you will be able to provide more effective financial advice to your clients. The course material will ensure that you don’t give incorrect product information which could lead to your client’s expectations not being met.

In order to achieve accreditation, you will simply be required to score 80% on the exam. On successful completion, we will email your accreditation certificate to you directly. If you are unsuccessful, please take the time to try again.

You will be required to log in to your LifeZone broker profile in order to access the broker accreditation facility.

Please access the LifeZone portal and navigate to the broker accreditation section.