Data Requirements & Communication
In order to ensure accuracy of the data inputted and an efficient and prompt allocation of the member contributions, data is requested by Generali Worldwide in a specific excel format.
Forms
Depending on the plan structure chosen, the trustees and Generali Worldwide will work with the company during the setting up of the plan to design user-friendly forms in accordance with the specific rules of the plan.Downloads
Data Collection - New Member
Download file
(pdf 126 KB)
Data Collection - Investment Election
Download file
(pdf 152 KB)
Data Collection - Premium Contriution
Download file
(pdf 116 KB)


FAQ