Download and print the forms that are applicable to you. For any additional STIPs queries email us at:  stipsqueries@clico.com

FORM

Check List

Payment Request Application Form

Third Party Statutory Declaration Form

SPECIMEN - Third Party Statutory Declaration Form

Statutory Declaration of Lost Policy Form

The image features a red, black, and white flag waving against a cloudy blue sky, with a city crest emblem that includes a shield, eagle, and lion, accompanied by a ribbon containing the phrase 'Together We Aspire, Together We Achieve,' and part of a logo with a large blue letter 'C' and the word 'Clico' at the bottom.

Know your Customer Form

PURPOSE

This form must be completed by all clients and submitted Application.

This form must be completed by all clients to access the Final payment of Short Term Investment Products (STIPs)

(Print this form on Legal-sized paper 8.5” x 14” inches)

This form must be completed by all clients to confirm that they are neither presently nor have been in 2008 - 2009, a Director or Officer of CLICO Investment Bank, Colonial Life Insurance Company (Trinidad) Limited, British American Insurance Company (Trinidad) Limited, Caribbean Money Market Brokers or CL Financial Limited

‍(see definition of 3rd party here)

(Print this form on Legal-sized paper 8.5” x 14” inches)

This form must be completed by all clients to access the Final payment of Short Term Investment Products (STIPs)

(Print this form on Legal-sized paper 8.5” x 14” inches)

This form must be completed by clients who have lost their original STIPs contract. The completed form must be witnessed by a Commissioner of Affidavits. Upon completion, the policy will be advertised in the press for six weeks before final processing.

This form must be completed by all clients. Completion of this form facilitates compliance with Foreign Account Tax Compliance Act (FATCA) legislation, as well as The Central Bank’s guidelines on Anti-Money Laundering (AML) and the Combatting of the Terrorist Financing (CFT).