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 Form Library

Policy Servicing

  • HK-CS-CHG-01
    Change of Owner Address / Telephone Numbers / Email Address
  • HK-CS-CHG-11
    Request for Change of Owner & Insured Information / Occupation/ Signature
  • HK-CS-CHG-02
    Request for Policy Ownership Transfer
  • HK-CS-CHG-03
    Request for Change of Payment Mode
  • HK-CS-CHG-05
    Collateral Assignment / Release of Collateral Assignment Form
  • HK-CS-CHG-06
    Policy Donation and Beneficiary Appointment Form
  • HK-CS-CHG-07
    Request for Change of Policy Coverage
  • HK-CS-CHG-08
    Request for policy Reinstatement
  • HK-CS-SUP-1
    Supplemental To Change of Policy Information – General Information
  • HK-CS-CHG-04
    Policy Lost Declaration
  • HK-CS-PICSE
    Personal Information Collection Statement
  • HK-PCSWD
    WITNESS DECLARATION FORM (Customer Service As Witness)
  • HK-PSWD
    WITNESS DECLARATION FORM (For Policy Service Use)
  • HK-CSCRS-CP
    Self-Certification Form – Controlling Person (Applicable for existing client)
  • HK-CSCRS-EN
    Self-Certification Form – Entity (Applicable for existing client)
  • HK-CSCRS-IN
    Self-Certification Form – Individual (Applicable for existing client)

Payment & Collection

  • AFDD
    Authorization For Demand Draft
  • HK-CS-FIN-01
    Request For Financial Services Form
  • HK-CS-FIN-02
    Request For Policy Maturity Form
  • HK-CS-FIN-07
    Request For Change of Payment Options and Information Form
  • HK-CS-FIN-08
    Special Payment Arrangement Request Form
  • HK-CS-ATP-01
    Direct Debit Authorization
  • HK-CS-ATP-02
    Direct Debit Authorization (Applicable to Cross Border Long Card Direct Debit Authorization)
  • HK-CS-CHG-09
    Request for Cancel Autopay Instruction
  • HK-CS-CHG-10
    Request for Reactivate Autopay Instruction
  • HK-CS-PDF
    Payment Declaration Form - For Bank Draft
  • HK-CS-TPP
    Third Party Payment Instruction Form (For Renewal Premium and Premium Levy Only)
  • NB -TPP
    Third Party Payment Instruction Form(For Initial Premium only)

New Application

  • HK-UWCRS-CP
    Self-Certification Form – Controlling Person (For New Business Use)
  • HK-UWCRS-Entity
    Self-Certification Form – Entity (For New Business Use)
  • HK-UWCRS-Individual
    Self-Certification Form – Individual (For New Business Use)
  • CL_FNA
    Financial Needs Analysis Form (For Individual (Proposed) Policyholder)
  • CL_FNA(Entity)
    Financial Needs Analysis Form (For Company/Entity (Proposed) Policyholder)
  • BFQ
    Supplementary Financial Statement for Business Covers
  • LAQ
    Large Amount Questionnaire
  • HK-UW-HD-ACP
    Health Declaration - For Accident Care Protection Plan Only
  • HK-UW-DC
    Disclaimer for Application
  • HK-UW-QNR-JI
    Questionnaire For The Junior Insured
  • HK-UW-QNR-TQ
    Travel Questionnaire
  • HK-UW-SUPP-ENTITY
    Supplementary Information Form - Applicable to Entity (Proposed)
  • HK-UW-SUPP-LV
    Supplementary Information & Consent Form for LadyVital Plan
  • HK-UW-SUPP-SHAREHOLDER
    Supplementary Information Form (Applicable to Individual Shareholder)
  • HK-UW-SUPP-SP
    Supplementary Information Form
  • HK-UW-WD
    Witness Declaration Form (For New Business Use)
  • HK-UWCPD
    Customer Protection Declaration Form
  • HK-UWDECLRATION
    Declaration For Using Signature Stamp
  • HK-UWIFS-MP
    Important Facts Statement for Mainland Policyholder (IFS-MP) (Chinese Only)

Individual Claim

Group Claim

Investment-Linked Insurance Plan

Service Body