RL360 Form Downloads
All the forms you need to manage your policy effectively.
The literature shown on this page is for RL360. If you are looking for literature for RL360 Services (including old Clerical Medical International and Scottish Widows International) policies, please visit the RL360 Services website here.
Applying for a Policy
Regular Savings
- Regular Savings Plan Capital Redemption Application
- Regular Savings Plan Capital Redemption Company & Individual Trustee Application
- Regular Savings Plan Capital Redemption Corporate Trustee Application
- Regular Savings Plan Life Assurance Application
- Regular Savings Plan Life Assurance Company & Individual Trustee Application
- Regular Savings Plan Life Assurance Corporate Trustee Application
- Regular Savings Plan Malaysia Application
Protection
Lump Sum
- Oracle Capital Redemption Application Form
- Oracle Capital Redemption Company and Individual Trustee Application Form
- Oracle Capital Redemption Corporate Trustee Application Form
- Oracle Capital Redemption Pension Trustee Application Form
- Oracle Life Assurance Application Form
- Oracle Life Assurance Company and Individual Trustee Application Form
- Oracle Life Assurance Corporate Trustee Application Form
- Oracle Life Assurance Pension Trustee Application Form
- PIMS Capital Redemption Application Form
- PIMS Capital Redemption Company and Individual Trustee Application Form
- PIMS Capital Redemption Corporate Trustee Application Form
- PIMS Capital Redemption Pension Trustee Application Form
- PIMS Life Assurance Application Form
- PIMS Life Assurance Company and Individual Trustee Application Form
- PIMS Life Assurance Corporate Trustee Application Form
- PIMS Life Assurance Pension Trustee Application Form
Making a Payment
- Credit and debit card instruction
- Credit card functionality for clients on the OSC
- Direct debit instruction
- New Bank Accounts
- Standing order instruction
- Telegraphic transfer instruction
Topping Up a Policy
- Oracle Additional Payment Form - Company and Individual Trustee
- Oracle Additional Payment Form - Corporate Trustee
- Oracle Additional Payment Form - Individual
- PIMS Additional Payment Form - Company and Individual Trustee
- PIMS Additional Payment Form - Corporate Trustee
- PIMS Additional Payment Form - Individual
- Paragon Top Up Form
- Quantum Malaysia Top Up Form
- Quantum Top Up Form
- Regular Savings Plan Additional Payment Company and Individual Trustee Form
- Regular Savings Plan Additional Payment Corporate Trustee Form
- Regular Savings Plan Additional Payment Individual Form
- Regular Savings Plan Malaysia Additional Payment
Changing Investments
Guided-Architecture
Open-Architecture
General Policy Servicing
- Appointment of Financial Adviser
- Asset transfer form
- Certified signature form
- Change of Email Address - OSC
- Change of address/contact details
- Complaints leaflet
- Deed of Appointment/Retirement of Trustees
- Deed of Assignment
- Identity and address verification guidelines
- Investment adviser appointment - RP
- Investment adviser appointment - SP
- Is surrendering the most suitable option for you?
- Limit orders
- Request for payment by withdrawal or surrender