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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
Any advice and information on this website is general in nature and is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), which is part of the Resolution Life Group. Resolution Life can be contacted on 133 731 or via the contact us page. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on the advice, you should consider the appropriateness of the advice, having regard to those matters as well as the relevant product disclosure statement (PDS) or policy document, available from Resolution Life at resolutionlife.com.au or by calling 133 731, before making a decision about the product. Consider speaking to a financial adviser if you have any concerns.
If you decide to purchase or vary a financial product, Resolution Life and/or other companies within the Resolution Life Group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. You can ask us for more details.
