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E Self-Service and Form Library
- HK-CS-CHG-01Change of Policyholder Address/ Contact Numbers/ Email Address Form
Download Change of Contact Information User Guide - HK-CS-CHG-11Change of Policyholder/ Insured Personal Information/ Occupation/ Signature Form
- CPHER_PPCessation of Premium Holiday and Resume Premium Payment Form (For Non Investment-Linked Assurance Scheme)
- HK-CS-CHG-02Request for Policy Ownership Transfer
- HK-CS-CHG-03Change of Payment Form Download Change Payment Mode User Guide
- HK-CS-CHG-05Policy Assignment/Release of Policy Assignment Form
- HK-CS-CHG-06Policy Donation and Change of Beneficiary Appointment Form Download Change Beneficiary User Guide
- HK-CS-CHG-07Request for Change of Policy Coverage
- HK-CS-CHG-08Request for policy Reinstatement
- HK-CS-CHG-12_202106-01Policy Assignment Declaration
- HK-CS-CHG-13Request for Designation / Change / Termination of Contingent Insured
- HK-CS-CHG-14Request for Change of Insured Form
- HK-CS-CHG-15Request for Appointment / Change / Termination of Contingent Policyholder
- 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) Download Self-Certification (“CRS”) User Guide
- AFDDAuthorization For Demand Draft
- HK-CS-FIN-01Request For Financial Services Form
- HK-CS-FIN-02Request For Policy Maturity Benefit Form
- HK-CS-FIN-03Policy Payment Application Guidance Notes (Applicable to Entity Policyholder)
- HK-CS-FIN-07Request For Change of Payment Options and Information Form Download Change Payment Option User Guide
- HK-CS-FIN-08Special Payment Arrangement Request Form
- HK-CS-ATP-01Direct Debit Authorization Download Application for Autopay User Guide
- HK-CS-ATP-02Direct Debit Authorization (Applicable to Cross Border Long Card Direct Debit Authorization)
- HK-CS-CHG-09Request for Cancel Autopay Instruction Download Reactivate or Cancel Autopay Instruction User Guide
- HK-CS-CHG-10Request for Reactivate Autopay Instruction Download Reactivate or Cancel Autopay Instruction User Guide
- HK-CS-TPPThird Party Payment Instruction Form (For Renewal Premium and Premium Levy Only)
- NB-TPPThird Party Payment Instruction Form(For Initial Premium and Premium Levy Only)
- 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)
- HK-UW-BrokerGFNA-EntityFinancial Needs Analysis Form (Generic Version) (Applicable To Company/Entity As (Proposed) Policyholder
- HK-UW-BrokerGFNA-INDFinancial Needs Analysis Form (Generic Version)(Applicable To Individual As (Proposed) Policyholder
- HK-UW-FNA-EntityFinancial Needs Analysis Form (Applicable To Company/Entity As (Proposed) Policyholder)
- HK-UW-FNA-INDFinancial Needs Analysis Form (Applicable To Individual As (Proposed) Policyholder)
- HK-UW-FNA-SAQSuitability Assessment Questionnaire for Medical Insurance Product (Applicable To Medical And Critical Illness Coverage – FNA Exempted Product)
- HK-UW-FNA-SAQ_FNASuitability Assessment Questionnaire for Medical Insurance Product (Applicable To Medical And Critical Illness Coverage Submit With FNA)
- HK-UW-PREMIUM-FINANCINGIMPORTANT FACTS STATEMENT – PREMIUM FINANCING
- HK-UW-PREMIUM-FINANCING-BankIMPORTANT FACTS STATEMENT – PREMIUM FINANCING (Bank Version)
- BFQSupplementary Financial Statement for Business Covers
- LAQLarge Amount Questionnaire
- HK-UW-CNHealth Declaration For Voluntary Health Insurance Scheme Policy 「Guard Your Health / Healthy Life Medical Insurance Plan 」
- HK-UW-DCDisclaimer for Application
- HK-UW-IFSPRImportant Facts Statement – Policy Replacement
- HK-UW-QNR-JIQuestionnaire For The Junior Insured
- HK-UW-QNR-TQTravel Questionnaire
- HK-UW-SISHQSupplementary Information Form - Simplified Health Questionnaire (Applicable to Saving Plan)
- HK-UW-SUPP-ENTITYSupplementary Information Form - Applicable to Entity (Proposed)
- 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-UWDECLRATIONDeclaration For Using Signature Stamp
- HK-UWIFS-MPImportant Facts Statement for Mainland Policyholder (IFS-MP) (Chinese Only)
- HK-VHIS-MigApplication and Declaration Form for Voluntary Health Insurance Scheme (VHIS) Migration
- HK-CL-ICLA18Claim Direct Payment Application Form
- HK-CL-ICLA24Claims Cross Border Remittance Service Application Form (Only Applicable For Greater Bay Area CGB’S Account Holder)
- HK-CS-FIN-08Special Payment Arrangement Request Form
- HK-CL-ICLA25Hospitalization Direct Billing Pre-Approval Form (Applicable For Non Mastercare Medical Plan)
- CRS-CP(Claims)Self-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/ CORONARY ARTERY DISEASE REQUIRING SURGERY / ANGIOPLASTY
- HK-CL-ICLA08Critical Illness Claim Form - Heart Valve Replacement
- HK-CL-ICLA09Critical Illness Claim Form - Others
- HK-CL-ICLA11Terminal Illness Claim Form
- HK-CL-ICLA27critical illness claim form – brain damage
- HK-CL-ICLA28critical illness claim form – carcinoma-in-situ or early malignancies
- HK-CL-ICLA29critical illness claim form – benign brain tumour
- HK-CL-ICLA30critical illness claim form –autism
- HK-CL-ICLA31critical illness claim form – kawasaki disease
- 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-ICLA22Beneficiary Withdraw Annuity Benefit Form
- HK-CL-ICLA23Application for Share Happiness Reward
- PLDPolicy Lost Declaration
- HK-CL-CLA20220630Application Form For VHIS Claimable Amount Estimate
- HK-CL-CLA21MasterCare Medical Plan Direct Billing Pre-approval Form
- HK-CL-ICLA02Hospitalization Claim Form
- HK-CL-ICLA32Icare Medical Insurance Plan／Health Guard Hospital Care Benefit Plan -Application Form For Claimable Amount Estimate
- HK-CL-ICLA10Individual Out-Patient Claim Form
- HK-CL-ICLA03Accident Claim Form
- HK-CL-ICLA01Death Claim Form
- CRS-CP(Claims)Self-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-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
- HK-CL-GCLA-11group critical illness claim form
- HK-CL-GCLA-12group disability claim form
- HK-CS-ILAS-020210713Investment Options Information
- HK-CS-ILAS-04Request for Investment-Linked Assurance Scheme Policy Services
- HK-CS-ILAS-RPQFD-01Risk Profile Questionnaire for Individuals_Investment-Linked Assurance Scheme Policy <ILAS> (For Wealth Builder Investment-Linked Plan only)
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