Personal Pension and PRSA - signature free upgrade

From Tuesday morning 16 May, you will no longer need to upload a customer declaration and instead, can simply submit both SP and RP policies online using our signature free process.

From Tuesday you will be able to submit the following products completely signature free:

• Personal Pension (both RP & SP)
• PRSA - Standard/ Advice/ AVCs/ Employer Contribution/ Salary Deducted

In fact, the only PRSA applications which must be sent to us for input are SP Salary Deducted/Employer Contribution PRSAs (without a regular premium attaching) or where the employer does not remit contributions by Direct Debit.

Updated PRSA Data Capture here. 

Updated Personal Pension Data Capture here. 

Join us for a live demonstration

Most of you will already be well used to using our signature free technology. If you have not yet started using Signature Free or simply don't know where to start, join us on 18 May to find out how.

Register here.

What should I do with recently completed declaration forms?

Recently completed declaration forms can be submitted online until Monday evening. When you login Tuesday morning the submission will be signature free going forward. After Monday  the 15th if you have declarations signed that you want to submit, please instead email the full application (Personal Declaration Form and Personal Information Form) to prsasupportteam@zurich.com for Group PRSAs or direct to your service team for Individual PRSAs and Personal Pensions.

Can I continue to use the regular application form (Personal Declaration and Personal Information forms)?

As you transition your business to signature free, we will continue to accept the older application forms (Personal Declaration and Personal Information Form) offline for each of the above products. NOTE: If you chose to continue to use the older application, you will need to email fully completed application forms to us for manual input.

How to submit business to Zurich

We've put together a simple grid to show you how to submit each of our products. Everything from Guaranteed Term Protection to Annuities and ARFs. Find out more.

If you have any questions, or if you need assistance with an application please reach out to your Broker Consultant who will be more than happy to assist.