Complete this form with your client and their Power of Attorney if they have one.
Then send the Care Fees Plan Questionnaire form, along with any Power of Attorney documentation to us. You can send the documents by either emailing them to firstname.lastname@example.org or post to Legal & General Retirement, PO Box 809, Cardiff, CF24 0YL.
Once we receive the Care Fees Plan Questionnaire we will make contact with the care home to arrange for a Care Home Report to be completed.
We'll normally be able to give you a price without needing a GP report because we expect the Care Home report to give us everything we need. This should allow us to get our quote to you quickly.
We only request a GP report if necessary where we need more information, or if your client is not yet in a residential care setting.
Quote pack issued
Our underwriting team assess the medical information and provide our operational team with the decision. We'll use this to produce a quote which we’ll send to you along with a quote pack containing our key features, acceptance document, terms and conditions and care provider declaration.
Call us Monday to Friday between 9.00am to 5.00pm. Call charges will vary. We may record and monitor calls.
If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.
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Multi-Pet Discount Terms and Conditions
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.