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What information do you need to get you started?

Unfortunately only your life insurance company has all the information you need. So we have produced a letter for you to send to your life insurance company. You then only need to address and sign the letter and add the following two items to the letter which are necessary to get you started:

  1. Name and address of life insurance company (on policy document or premium renewal notice).
  2. Policy number (on policy document or premium renewal notice).

The rest of the information would be helpful if you have it, but your insurance company should provide it:

  • Amount of premium payments and frequency: yearly, half yearly, quarterly or monthly (on policy document, premium renewal notice, bank statement for direct debits / standing orders).
  • Date the policy started (on the policy document or company will advise you).
  • Term of the policy or date it matures (on the policy document or company will advise you.

To learn more click on the links below:  

  1. What information do you need to get you started?
  2. Write to the insurance company for further information
  3. Inputting the information into the Check My Endowment calculator
  4. Sample input document [PDF / 31KB - requires free Adobe Acrobat Reader]
  5. How to use your results?
  6. Sample answers page [PDF / 36KB - requires free Adobe Acrobat Reader]
  7. How much does it cost?
  8. Will it work on your computer?
  9. Terms and conditions
  10. Go to registration page
  11. Privacy policy
  12. Disclaimer

This page was last updated on 13-Jan-2009

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