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Useful documents

Here you’ll find all of the most important documents to help you administer your plan, all up to date and in one place.

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In our comprehensive document library you can access and download a range of forms and administrator guides.

Please note, for your plan specific literature please refer to ZIO or contact us.

Administrator forms:

  • Adding a new paying entity to a corporate plan form
  • Adding and/or replacing a bank account to an existing paying entity form
  • Authorisation of plan adviser payment form
  • Authorised signatory mandate form
  • Document certification form
  • Notification or leavers and confirmation of residential address form
  • Suitable Certifiers form
  • ZIO plan administrator form

Administrator guides:

  • Confirming your identity guide
  • Automatic invoicing guide – Your invoice explained
  • Document certification and suitable certifiers
  • ZIO – Planholder guide to complaints procedure
  • Zurich bank account details
  • Service Level Agreement
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