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Useful Forms

Application For Policy Change / Service Forms

Application For Policy Change - General
Download
Application For Key Personal Information Change
Download
Application For Policy Change - Benefits
Download
Application for Change of Investment Choices / Change of Universal Life Insurance Form
Download
Notice of Collateral Assignment
Download
Declaration of Collateral Assignment
Download
Application For Autopay
Download
Application For Payment
Download
Application For Policy Loan on Universal Life
Download
Self-Certification Form for Tax Residency – Individual
Download
Self-Certification Form for Tax Residency – Entity
Download
Self-Certification Form for Tax Residency – Controlling Person
Download
Important Facts Statement and Applicant's Declaration (Tactics Investment Insurance Plan)
Download
Important Facts Statement and Applicant's Declaration (Wisdom Investment Linked Insurance Plan)
Download
Risk Profile Questionnaire
 
 
Download

 

You can log in eService Platform to manage your policy directly or submit an online form via online banking.

1

eService Platform

We offer comprehensive online policy management platform. You can activate your account in simple step via mobile or PC for policy administration.

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Claim Form 

Hospital Claim Form
Download
SmartViva Flexi VHIS Hospital Claim Form 

Download

 

SmartViva Flexi VHIS Clinical Claim Form
Download
Medical Expenses Claimable Amount Estimation Form (for VHIS only) & its application flow
Download
Accident Claim Form
Download
Death Claim Form
Download
Self-Certification Form for Tax Residency – Individual
Download
Self-Certification Form for Tax Residency – Entity
Download
Self-Certification Form for Tax Residency – Controlling Person
Download
Critical Illness Claim Form - Part I
Download
Critical Illness Claim Form - Part II (Cancer)
Download
Critical Illness Claim Form - Part II (Stroke)
Download
Critical Illness Claim Form - Part II (Heart Attack)
Download
Disability Claim Form
Download

 

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ecConnect

Pre-upload your policy schedule(s), and we can help ease your worries when you need to make a claim. 

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