You can login or register here to the customer portal, My Zurich, to obtain a copy of the 2022-2023 financial year document(s) that Zurich has sent you:
After logging in:
- Navigate to the Insurance section, select your policy and look for Documents.
- In the Documents drop down menu, select Correspondence to display the past 12 months of correspondence in relation to the selected policy number.
- Select either:
- Insurance Premium Summary or Tax Deduction Notice T2 (*)
- Annual Statement or Term Life Annual Statements TL (*)
You will only see the end of financial year documents that are relevant to you.
(*) You will only see one or the other; the document naming differs by product.
Remember a copy of your document(s) will be available in My Zurich a few days after we have sent it to you.
While you are in My Zurich you can update your mailing address or any other contact details that might not be correct.
Please note that even if you have notified Zurich of your new mailing address, email address or changed your preference for how you like to receive correspondence regarding your policy, it is possible that we could send your end of financial year document(s) using your old details.
This can happen if you notify us of this change after we have commenced our end of year processing. Remember, you can log into My Zurich to get a copy of your document(s).