Forms Download

Customer Support

Policy Servicing

Assignment of Policy as Collateral Security

Business Insurance Questionnaire (For Policy Service)

Change of Beneficiary & Death Benefit Payout / Settlement Option Form

Change of Insured Person Application Form

Change of Insured Person Application Form (Wealth Elite Saver 3 – Golden Years)

Corporate Trustee Questionnaire (For Policy Service)

Designation of Successor Owner or Contingent Insured Person Request Form

Direct Debit Authorization

Direct Debit Authorization – Credit Card

Life Insurance Absolute Assignment Form

Personal Information Collection Statement

Policy Value Withdrawal/Loan Application Form

Premium Holiday Application Form

Request for Personal Information Change Form

Request for Policy Service Form

Supplementary Form of Successor Owner Benefit

Supplementary Note (For Policy Service)

Third Party Payment Declaration Form

Death Claim Form (Part I) - by Claimant

Death Claim Form (Part II) - by Attending Physician

Waiver of Premium / Payor Benefit (Part I) - by Claimant

Waiver of Premium / Payor Benefit (Part II) - by Attending Physician

Cancer Claim Form (Part I) – by Claimant

Cancer Claim Form (Part II) – by Attending Physician

Critical Illness Advance Benefit Claim Form (Part I) – by Claimant

Critical Illness Advance Benefit Claim Form (Part II) – by Attending Physician

Surgical Claim Form (Part I)

Surgical Claim Form (Part II)