Policy Servicing E Self-Service and Form Library

Personal Information Change

E Self-Service  

Form Application

Policy Information Change

E Self-Service  

Form Application

  • CPHER_PP
    Cessation of Premium Holiday and Resume Premium Payment Form (For Non Investment-Linked Assurance Scheme)
  • CS-D-F-T
    Declaration and Indemnity Form for Change of Policyholder/Beneficiary to Trustee
  • HK-CS-CHG-02
    Request for Policy Ownership Transfer
  • HK-CS-CHG-03
    Change of Payment Form
     E Self-Service   Applicable to Change of Payment Mode only
  • HK-CS-CHG-05
    Policy Assignment/Release of Policy Assignment Form
  • HK-CS-CHG-06
    Policy Donation and Change of Beneficiary Appointment Form
  • HK-CS-CHG-07
    Request for Change of Policy Coverage
  • HK-CS-CHG-08
    Request for policy Reinstatement
  • HK-CS-CHG-12_202106-01
    Policy Assignment Declaration
  • HK-CS-CHG-13
    Request for Designation / Change / Termination of Contingent Insured
  • HK-CS-CHG-14
    Request for Change of Insured Form
  • HK-CS-CHG-15
    Request for Appointment / Change / Termination of Contingent Policyholder
  • HK-CS-SUP-1
    Supplemental To Change of Policy Information – General Information
  • HK-PS-CHG-17
    Request for Coverage Conversion Form

Other Requests

E Self-Service  

Form Application

Self Certification (Policy Service)

E Self-Service  

Form Application

  • 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)
     E Self-Service