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The Insurance Transfer Offer (‘ITO’) was introduced as an online offer, allowing ease of transfer for customers. The offer allows customers to transfer their cover to Elevate without underwriting when rolling over from SignatureSuper, Generations, Summit, or iAccess into a complying super fund.
It has recently been brought to our attention that the ability to lodge an application online is currently unavailable. Although Advisers can still process quotes via the Portal, there is no option to lodge the application online. This has resulted in the application form being completed and then downloaded as a PDF and emailed through with the quote. This has proven to be a lengthy process.
To help simplify the process while a solution for online lodgements is resolved, we are implementing the following interim solution for ITOs:
- Paper applications will be accepted in place of the online application form.
- The correct quote must accompany the paper application and be clearly marked with the “PY” campaign code.
We will communicate as soon as the issue has been resolved.
Application process for the ITO
As a reminder, the below outlines the application process for the ITO:
Should you have any concerns, please reach out to your Adviser Support Manager on advisersupport@resolutionlife.com.au
Other articles from the September newsletter
Important information
Where the information on this website is factual information only, it does not contain any financial product advice or make any recommendations about a financial product or service being right for you. Any advice is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), is general advice and does not take into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the product disclosure statement and policy document for the product. Any guarantee offered in the product is only provided by Resolution Life. Any Target Market Determinations for our products can be found at resolutionlife.com.au/target-market-determinations.
Resolution Life does not make any representation or warranty as to the accuracy, reliability or completeness of material on this website nor accepts any liability or responsibility for any acts or decisions based on such information.
Resolution Life can be contacted at resolutionlife.com.au/contact-us or by calling 133 731.
