Forms

You may find the following forms useful in setting up your Debt Management plans with Debt Solutions 4U.

Financial Review Form

There are many reasons why you should think about this offer including the reasons discussed on TV over the past year. Here are three.

Ø  Paying inflated premiums for your policy

Ø  Mis-sold a policy in first place

Ø  Your financial situation has changed since you first set up your policy

Debt Solutions 4U is ready to help on the following products. All you have to do is complete the attached Financial Review form and send it back to us. Once your policies have been reviewed we will contact you to advise you on what areas we have managed to save you money on. 

Ø  Home Insurance

Ø  Life insurance

Ø  Critical Illness

Ø  Income Protection/sickness

Ø  Car Insurance

Remember there is no fee involved and we may be able to save you even more money with our new service.

Client Information Form

The Client information Form is used by Debt Solutions 4U to gather information on the clients and their income/expenditure which is then used to create a proposal for the clients.

Standing Order Mandate Form

The Standing Order Mandate Form can be used to set up payments to Debt Solutions 4U via the client’s bank.         

Authority to Act Form

The Authority to Act Form will be required in all cases once the client has decided to sign up to a Debt Management Plan or Nominal Plan.

Terms and Conditions - Available Expenditure Form

The Terms and Conditions - Available Expenditure Form will only be required if a client signs up to Debt management Plan.

Terms and Conditions - Nominal Plan Form

The Terms and Conditions - Nominal Plan Form Will only be required if a client signs up to a Nominal Plan.

Have a look at a typical debt management applicant and an example debt plan

Visit our Debt management example page >>

Have a look the debt management plan process

Visit our Debt management process >>

Feel free to call us on               0191 454 0226        for a confidential discussion or send us a quick email.