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Form Library
Policy Servicing
- HK-CS-CHG-01Change of Owner Address / Telephone Numbers / Email Address
- HK-CS-CHG-11Request for Change of Owner & Insured Information / Occupation/ Signature
- HK-CS-CHG-02Request for Policy Ownership Transfer
- HK-CS-CHG-03Request for Change of Payment Mode
- HK-CS-CHG-05Collateral Assignment / Release of Collateral Assignment Form
- HK-CS-CHG-06Policy Donation and Beneficiary Appointment Form
- HK-CS-CHG-07Request for Change of Policy Coverage
- HK-CS-CHG-08Request for policy Reinstatement
- HK-CS-SUP-1Supplemental To Change of Policy Information – General Information
- HK-CS-CHG-04Policy Lost Declaration
- HK-CS-PICSEPersonal Information Collection Statement
- HK-PCSWDWITNESS DECLARATION FORM (Customer Service As Witness)
- HK-PSWDWITNESS DECLARATION FORM (For Policy Service Use)
- HK-CSCRS-CPSelf-Certification Form – Controlling Person (Applicable for existing client)
- HK-CSCRS-ENSelf-Certification Form – Entity (Applicable for existing client)
- HK-CSCRS-INSelf-Certification Form – Individual (Applicable for existing client)
Payment & Collection
- AFDDAuthorization For Demand Draft
- HK-CS-FIN-01Request For Financial Services Form
- HK-CS-FIN-02Request For Policy Maturity Form
- HK-CS-FIN-07Request For Change of Payment Options and Information Form
- HK-CS-FIN-08Special Payment Arrangement Request Form
- HK-CS-ATP-01Direct Debit Authorization
- HK-CS-ATP-02Direct Debit Authorization (Applicable to Cross Border Long Card Direct Debit Authorization)
- HK-CS-CHG-09Request for Cancel Autopay Instruction
- HK-CS-CHG-10Request for Reactivate Autopay Instruction
- HK-CS-PDFPayment Declaration Form - For Bank Draft
- HK-CS-TPPThird Party Payment Instruction Form (For Renewal Premium and Premium Levy Only)
- NB -TPPThird Party Payment Instruction Form(For Initial Premium only)
New Application
- HK-UWCRS-CPSelf-Certification Form – Controlling Person (For New Business Use)
- HK-UWCRS-EntitySelf-Certification Form – Entity (For New Business Use)
- HK-UWCRS-IndividualSelf-Certification Form – Individual (For New Business Use)
- CL_FNAFinancial Needs Analysis Form (For Individual (Proposed) Policyholder)
- CL_FNA(Entity)Financial Needs Analysis Form (For Company/Entity (Proposed) Policyholder)
- BFQSupplementary Financial Statement for Business Covers
- LAQLarge Amount Questionnaire
- HK-UW-HD-ACPHealth Declaration - For Accident Care Protection Plan Only
- HK-UW-DCDisclaimer for Application
- HK-UW-QNR-JIQuestionnaire For The Junior Insured
- HK-UW-QNR-TQTravel Questionnaire
- HK-UW-SUPP-ENTITYSupplementary Information Form - Applicable to Entity (Proposed)
- HK-UW-SUPP-LVSupplementary Information & Consent Form for LadyVital Plan
- HK-UW-SUPP-SHAREHOLDERSupplementary Information Form (Applicable to Individual Shareholder)
- HK-UW-SUPP-SPSupplementary Information Form
- HK-UW-WDWitness Declaration Form (For New Business Use)
- HK-UWCPDCustomer Protection Declaration Form
- HK-UWDECLRATIONDeclaration For Using Signature Stamp
- HK-UWIFS-MPImportant Facts Statement for Mainland Policyholder (IFS-MP) (Chinese Only)
Individual Claim
- CRS-CPSelf-Certification Form – Controlling Person (For Claims Use)
- HK-CLCRS-EntitySelf-Certification Form – Entity (For Claims Use)
- HK-CLCRS-IndividualSelf-Certification Form – Individual (For Claims Use)
- HK-CL-ICLA05Critical Illness Claim Form - Cancer
- HK-CL-ICLA06Critical Illness Claim Form - Stroke
- HK-CL-ICLA07Critical Illness Claim Form - Heart Attack
- HK-CL-ICLA08Critical Illness Claim Form - Heart Valve Replacement
- HK-CL-ICLA09Critical Illness Claim Form - Others
- HK-CL-ICLA11Terminal Illness Claim Form
- HK-CL-ICLA12Long Term Sick Leave Claim Form
- HK-CL-ICLA13Waiver of Premium / Payor Benefit Claim Form
- HK-CL-ICLA04Time Lady Insurance Claim Form
- HK-CL-ICLA19LadyVital Female Protection Claim Form
- HK-CL-ICLA18Claim Direct Payment Application Form
- HK-CL-ICLA22Beneficiary Withdraw Annuity Benefit Form
- PLDPolicy Lost Declaration
- CS-CLA20Hospitalization / Day Surgery Direct Billing Pre-approval From (For Dr.Vio & Partners Panel Doctors referral case)
- HK-CL-CLA21MasterCare Medical Plan Direct Billing Pre-approval Form
- HK-CL-ICLA02Hospitalization Claim Form
- HK-CL-ICLA10Individual Out-Patient Claim Form
- HK-CL-ICLA03Accident Claim Form
- HK-CL-ICLA01Death Claim Form
Group Claim
- HK-CL-GCLA-04Group Life Insurance Claim Form
- HK-CL-GCLA-02Group Outpatient Claim Form
- HK-CL-GCLA-03Group Hospitalization Claim Form
- HK-CL-GCLA-01Group Accident Claim Form
Investment-Linked Insurance Plan
- HK-CS-ATP-03Direct Debit Authorization (For Investment-Linked Plan Only)
- HK-CS-ILAS-01Request for Investment-Linked Plan Services
- HK-CS-ILAS-02Request For Fund Switching
- HK-CS-ILAS-03Request for Redemption of Fund Units / Surrender
Service Body