Latest My Resolution Life updates - July 2024

At Resolution Life, we’re committed to improving how your clients interact with us. As part of our ongoing transformation journey, we are excited to introduce a new digital form that complements our existing suite. 

This form offers a convenient alternative to paper forms, making it easier than ever for your clients to manage their direct debit agreements.

Key features:

•    Streamlined process: the new form simplifies the setup and updates the existing direct debit agreements. Clients can complete the process efficiently, saving time and effort.
•    Easy access: for your clients who either can’t or prefer not to register for My Resolution Life. 
•    Digital validation and messaging: the form validates your clients’ BSB number and delivers relevant messaging aligned with your direct debit service agreement.
•    End-to-end digital experience: this enhancement eliminates the need for hard copy printing and sending us paper copies of the form, offering a seamless digital journey from start to finish.

Important note:

This form can only be used to debit money out of your client bank account or your credit/debit card.

The form adapts based on your clients entered policy number.

If you have any questions or need further clarification, you can chat with us directly via the chat function in the bottom right-hand side of the screen.

Where can I find the digital direct debit form

This form can be easily accessed via Find a form, by using the search criteria of Change my payment details and your product name.

The form type will appear as the Digital version.

How to complete the form

1.  Complete all Policy owner fields:

A pop up will appear, providing your client with the direct debit service agreement which is relevant to their product.

2.  To set up a new direct debit:

•    Choose Set up a new direct debit.
•    Select the payment method.
•    Specify the payment frequency.
•    For superannuation or investment policies, please provide the start date for the direct debit and payment amount.
•    Your clients BSB number is digitally validated when entered.

3.  To update an existing direct debit:

•    Select Update an existing direct debit.
•    Choose the payment method.
•    Change the payment frequency (if needed).
•    For superannuation or investment payments, please provide the payment amount to be debited.
•    Your clients BSB number is digitally validated when entered.

4.  Updating debit/credit card expiry:

•    Select Update card expiry date.
•    This option is only available for policies that already have an existing credit/debit card set up.

5.  Confirmation:

•    Ensure that your client has reviewed the Review your direct debit page to ensure that their details are correct.
•    It is important that your client has read the declaration and ticked the acknowledgment box.
•    If there are multiple account holders, select Add another signature.
•    Once all the details are confirmed, please Submit.

6.  Confirmation receipt:

•    If an email address was supplied, then an email confirmation will be sent to your client.
•    If a mobile number was supplied, then a text message will be sent to your client from ResLife.
•    If no email address or mobile number is provided, then confirmation will not be sent out to your client, but the request will be recorded against their policy with us.
•    Your clients request will be processed within 3-5 business days.

Email confirmation

Mobile confirmation

Attached is a more detailed step-by-step user guide for the Digital direct debit form.

Digital Direct Debit Request