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 Policy Servicing E Self-Service and Form Library

Personal Information Change

E Self-Service  

Form Application

Policy Information Change

E Self-Service  

Form Application

  • 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

Other Requests

E Self-Service  

Form Application

  • 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)

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)