NEOS Protection Product Disclosure Statement

This Product Disclosure Statement explains what your client needs to know about the benefits, features, options, risks and costs associated with a NEOS Protection plan.

NEOS Super Plan Product Disclosure Statement

This Product Disclosure Statement contains information about the NEOS Super Plan. It's important that your client reads this document, along with the NEOS Protection Product Disclosure Statement, if they've purchased, or plan to purchase, their life insurance using the NEOS Super Plan.

NEOS Protection Adviser Guide

This Adviser Guide is designed to assist you in writing life insurance with NEOS by explaining our product and pricing approach, our underwriting and claims requirements, as well as our administrative processes. It should be read together with the NEOS Protection Product Disclosure Statement.

NEOS Protection Data Capture Form

Heading to a client meeting where you won't have access to a computer? This form has been created to help you capture the information necessary to complete a NEOS online application when you return to your office.

NEOS Super Plan

Required forms

Here are the important forms your client will need to complete if they’ve purchased, or plan to purchase, life insurance using the NEOS Super Plan.

NEOS Super Plan Enduring Rollover Authority Form

This form provides your client's authority for the annual rollover of funds from their nominated super fund, to the NEOS Super Plan.

Download

NEOS Super Plan Binding Death Benefit Nomination Form

If your client has purchased Life Cover using the NEOS Super Plan, this form allows them to nominate who should receive their insurance benefit in the event of their death.

Customer

Plan administration forms

We’ve kept our forms to the absolute minimum as most requests can be handled over the phone or via email. However, the few forms we do have, are provided below. All forms are writable PDFs so there’s no need to print – simply download the form, type in the responses and email it to us at customerservice@neoslife.com.au

NEOS Payment Authority Form

Does your client wish to update their payment details? If so, you can call us directly or complete this form and email it to customerservice@neoslife.com.au

NEOS Protection claims

Initial claim forms

Does your client need to make a claim for one of the benefits provided by their NEOS Protection plan? If so, either you or your client can contact us directly on 1300 090 188, email us at claims@neoslife.com.au or they can complete one of the below claims forms.

NEOS Protection Life Cover – Death Claim Form

If your client needs to make a Life Cover death claim, this is the first form they need to complete and submit to claims@neoslife.com.au

NEOS Protection Life Cover – Terminal Illness Claim Form

If your client needs to make a Life Cover terminal illness claim, this is the first form they need to complete and submit to claims@neoslife.com.au

NEOS Protection TPD Cover – Initial Claim Form

If your client needs to make a TPD Cover claim, this is the first form they need to complete and submit to claims@neoslife.com.au

NEOS Critical Illness Cover – Initial Claim Form

If your client needs to make a Critical Illness Cover claim, this is the first form they need to complete and submit to claims@neoslife.com.au

NEOS Protection Income Protection Cover – Initial Claim Form

If your client needs to make a Income Protection Cover claim, this is the first form they need to complete and submit to claims@neoslife.com.au

NEOS Protection claims

Child Cover Claim Forms

Should your client need to make a claim for a Child Cover benefit, the forms required are provided below. Alternatively, either you or your client can contact us directly on 1300 090 188 or email us at claims@neoslife.com.au and we’ll walk you through the claims process.

NEOS Protection Child Cover – Death Claim Form

If your client needs to make a Child Cover death claim, this is the form they need to complete and submit to claims@neoslife.com.au

NEOS Protection Child Cover – Terminal Illness Claim Form

If your client needs to make a Child Cover terminal illness claim, this is the form they need to complete and submit to claims@neoslife.com.au

NEOS Protection Child Cover – Critical Illness Initial Claim Form

If your client needs to make a Child Cover critical illness claim, this is the first form they need to complete and submit to claims@neoslife.com.au