Service Header

 E Self-Service and Form Library

Policy Servicing

E Self-Service  

Form Application

  • 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-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-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

E Self-Service  

Form Application

New Application

E Self-Service  

Form 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)
  • HK-UW-BrokerGFNA-Entity
    Financial Needs Analysis Form of Broker Channel - (Applicable To Company/Entity As (Proposed) Policyholder)(for Broker Channel only)
  • HK-UW-BrokerGFNA-IND
    Financial Needs Analysis Form of Broker Channel (Applicable To Individual As (Proposed) Policyholder)(for Broker Channel only)
  • HK-UW-FIN-REIPF
    Risk Evaluation Information of Premium Financing
  • HK-UW-FNA-Entity
    Financial Needs Analysis Form (Applicable To Company/Entity As (Proposed) Policyholder)
  • HK-UW-FNA-IND
    Financial Needs Analysis Form (Applicable To Individual As (Proposed) Policyholder)
  • HK-UW-FNA-SAQ
    Suitability Assessment Questionnaire for Medical Insurance Product (Applicable To Medical And Critical Illness Coverage – FNA Exempted Product)
  • HK-UW-FNA-SAQ_FNA
    Suitability Assessment Questionnaire for Medical Insurance Product (Applicable To Medical And Critical Illness Coverage Submit With FNA)
  • 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-IFSPR
    Important Facts Statement – Policy Replacement
  • 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-UWDECLRATION
    Declaration For Using Signature Stamp
  • HK-UWIFS-MP
    Important Facts Statement for Mainland Policyholder (IFS-MP) (Chinese Only)

Individual Claim

E Self-Service  

Form Application

Group Claim

E Self-Service  

Form Application

  • HK-CL-GCLA-04
    Group Life Insurance Claim Form
  • HK-CL-GCLA-02
    Group Outpatient Claim Form
  • HK-CL-GCLA-03
    Group Hospitalization Claim Form
  • HK-CL-GCLA-01
    Group Accident Claim Form
  • HK-CL-GCLA-06
    GROUP HOSPITALIZATION / DAY SURGERY DIRECT BILLING PRE-APPROVAL FORM (applicable for the Referral Cases by Non-QHMS Doctors)
  • HK-CL-GCLA-07
    GROUP HOSPITALIZATION DIRECT BILLING PRE-APPROVAL FORM (Applicable for hospitalization in China)

Investment-Linked Insurance Plan

E Self-Service  

Form Application

  • HK-CS-ILAS-04
    Request for Investment-Linked Assurance Scheme Policy Services
  • HK-CS-ILAS-IFS-01
    Important Facts Statement Investment-Linked Assurance Scheme <ILAS> (For Application for Switching of Investment Options/Change of New Contribution Allocation only)
  • HK-CS-ILAS-IFSAD-01
    Important Facts Statement And Applicant’s Declarations Investment-Linked Assurance Scheme <ILAS> (For Application for Top-up Premium Investment of Wealth Builder Investment-Linked Plan only)
  • HK-CS-ILAS-RPQFD-01
    Risk Profile Questionnaire for Individuals_Investment-Linked Assurance Scheme Policy <ILAS> (For Wealth Builder Investment-Linked Plan only)
Service Body