Policy Administration and Other Services
- Benefits Change Form
- CCPA/DDA Form
- Investment Service Request Form
- PDPO Data Access Request Form
- Request for Policy Change Form
- Policy Loan Application Form
- Policy Value Withdrawal/Transfer/Option Form
- Policy Split Option Form - (Applicable for "Wealth Accelerator Multi-Currency Plan"/ "Wealth Prestige Savings Insurance Plan")
- Insurance Standby Trust Allowance / Tax or Legal Advisory Allowance for
Legacy Planning / Health Check-up Allowance Form - Only applicable for Grand Fortune Whole Life Protection Series /
Wealth Accelerator Multi-Currency Plan - Designation / Change / Termination of Incapacity Benefit Recipient Form - Only applicable for "Wealth Accelerator Multi-Currency Plan"
- Application for Family Benefit - Only applicable for "Family Fortune Savings Insurance Plan"
- Application for Family Daily Hospital Income Benefit - Only applicable for "Family Guardian Refundable Hospital Income Protection Plan"
- Application for Family Cancer Benefit - Only applicable for "Family Care Dread Disease Protection Plan"
- Details of Collateral Assignment - Only applicable for Individual Assignee
- Details of Collateral Assignment - Only applicable for Bank / Institutional Assignee
- Designation of Contingent Policyowner Form - (Applicable for"Wealth Accelerator Multi-Currency Plan" / "Wealth Prestige Savings Insurance Plan")
- Designation of Contingent Life Insured Form - (Applicable for"Wealth Accelerator Multi-Currency Plan" / "Wealth Prestige Savings Insurance Plan")
- Designation of Contingent Life Insured / Designation of Contingent Policyowner Form - (Applicable for "Wealth Accelerator Whole Life Protection Plan Series"/ "Family Fortune Saving Insurnace Plan)
- Request for Change of Life Insured Form - (Applicable for Grand Fortune Whole Life Protection Series)
- Request for Change of Life Insured Form - Applicable for "Wealth Accelerator Whole Life Protection Plan Series")
- Request for Change of Life Insured Form - (Applicable for "Wealth Accelerator Multi-Currency Plan" / "Wealth Prestige Savings Insurance Plan)
- Application for Remittance
- Request of Death Benefit Settlement Options - 2 Option
- Request of Death Benefit Settlement Options - 6 Option
- Request of Death Benefit Settlement Options - Only applicable for "Wealth Accelerator Multi-Currency Plan" & "Wealth Prestige Savings Insurance Plan" & "Monthly Harvest Savings Insurance Plan"
- Application Documents Copy Request Form
- Change of Policy Currency Option Form - (Applicable for "Wealth Accelerator Multi-Currency Plan" / "Wealth Prestige Savings Insurance Plan")
- Premium Deposit Account (PDA) Application Form - Only applicable for the plan with pre-paid premium interest
- Premium Deposit Account (PDA) Application Form - Only applicable for the plan entitled with annual premium prepayment discount
- Request for Partial Surrender Form
- Request for Cash Surrender Form
- Request for Change of Life Insured Form - (Applicable for "Health Accelerator Whole Life Protection Plan")
- Request for Change of Life Insured Form - (Applicable for "Forever Growth Whole Life Protector II")
- Request for Change of Life Insured Form - (Applicable for Wealth Up (Premier) Savings Insurance Plan)
- Designation of Contingent Life Insured / Designation of Contingent Policyowner Form - (Applicable for Wealth Up (Premier) Savings Insurance Plan /Monthly Harvest Savings Insurance Plan)
- Request for Change of Life Insured Form - (Applicable for "Monthly Harvest Savings Insurance Plan")
Claims
- Accidental Benefit Claim Form
- Death Claim Form
- Disability Benefit Claim Form
- Dread Disease Benefit Claim Form
- Hospitalization Benefit Claim Form
- Cashless Arrangement Service for Hospitalization Application Form
- Vantage Medical Plan - Critical Illness Assistance Service Application Form
- Application Form for Claimable Amount Estimate - Only applicable to VHIS
- Application Form for Claimable Amount Estimate - Only applicable to Hospitalization Benefit
Claims Procedure
- Hospitalization Benefit
- Hospitalization Benefit – only applicable to "Health Supreme Medical Plan" and "Health Essential Medical Plan – Standard"
- Dread Disease Benefit
- Death Benefit
- We-Care Outpatient Plan
- "eclaims service – Submit E-Claim Form" user guide (Applicable to Accidental Benefit Claim and Hospitalization Benefit Claim only)
- "Ms Sandi– Medical Documents Collection Service" User Guide (Applicable to Dread Disease Benefit Claim only)