Policy Servicing E Self-Service and Form Library

Personal Information Change

E Self-Service  

Form Application

  • HK-CS-CHG-01
    Change of Policyholder Address/ Contact Numbers/ Email Address Form
     E Self-Service

    Download Change of Contact Information User Guide

  • HK-CS-CHG-11
    Change of Policyholder/ Insured Personal Information/ Occupation/ Signature Form

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)
  • 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

    Download Change Payment Mode User Guide

  • HK-CS-CHG-05
    Policy Assignment/Release of Policy Assignment Form
  • HK-CS-CHG-06
    Policy Donation and Change of Beneficiary Appointment Form
     E Self-Service

    Download Change Beneficiary User Guide

  • 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

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

    Download Self-Certification (“CRS”) User Guide