Guide

Forms and documents for life (former Equitable Life)

Last edited: 10/11/2026

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General Information Sheets

General Information Leaflet - Bonds, Personal Investment Plan and Regular Savings Plan

General Information Leaflet - Endowment, Whole of Life, Flexible Savings Plan, Flexible Protection Plan and Maximum Investment Plan

General Information Leaflet - Temporary Assurance

General Information Leaflet - Critical Illness Plan & Major Medical Cash Plan

Liability to income tax (non qualifying policies)

Liability to Income Tax (qualifying policies)

UK Forms

Change of Address Form

Evidence of Identity Form

Direct Debit Mandate

Switch Form

International Forms

International Flexible Protection Plan Surrender Form

International Investment Plan and Pension Plan Surrender Form (Sterling)

International Investment Plan and Pension Plan Surrender Form (Dollar)

Evidence of Identity Form

We’ve changed our name

Utmost Life and Pensions is now JAB Pensions

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