Payment and Collection E Self-Service and Form Library

Request For Policy Value Withdrawal

E Self-Service  

Form Application

  • AFDD
    Authorization For Demand Draft
  • HK-CS-FIN-01
    Request For Financial Services Form
     E Self-Service  

    Applicable to Policy loan requests only
  • HK-CS-FIN-02
    Request For Policy Maturity Benefit Form
     E Self-Service   Applicable to the selection of Policy Maturity Payment Methods as Direct Payment、Crossed cheque issued by local bank and Offset Premium and Levy
  • HK-CS-FIN-03
    Policy Payment Application Guidance Notes (Applicable to Entity Policyholder)
  • HK-CS-FIN-07
    Request For Change of Payment Options and Information Form
     E Self-Service  

    Applicable to Change of Payment Options only

    Download Change Payment Option User Guide

  • HK-CS-FIN-08
    Special Payment Arrangement Request Form

Renew Premium Payment

E Self-Service  

Form Application

  • HK-CS-ATP-01
    Direct Debit Authorization
     E Self-Service

    Download Application for Autopay User Guide

  • 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
     E Self-Service

    Download Reactivate or Cancel Autopay Instruction User Guide

  • HK-CS-CHG-10
    Request for Reactivate Autopay Instruction
     E Self-Service

    Download Reactivate or Cancel Autopay Instruction User Guide

  • HK-CS-PDF
    Payment Declaration Form - For Bank Draft

Third Party Payment Instruction Form

E Self-Service  

Form Application

  • 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 and Premium Levy Only)