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.
![Woman on tablet Woman on tablet](https://edge.sitecorecloud.io/zurichinsurf8c0-zwpshared-prod-d824/media/project/zurich-headless/middle-east/images/employee-benefits/group-savings/welcome-pack/woman-on-tablet.png?iar=0&w=1252)
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 – A guide to using analysis codes analysis codes
- ZIO – Guide to submitting and authorising online leavers
- ZIO – Planholder guide to complaints procedure
- Zurich bank account details