Forms

Servicing

  1.    Beneficiary Nomination Form (270 kb)
  2.    Change of Policy Ownership (685 kb)
  3.    Collateral Assignment / Release of Collateral Assignment (268 kb)
  4.    Direct Debit Authorisation (310 kb)
  5.    Request For Fund Transaction Application (379 kb)
  6.    Request For Fund Switch and Fund Redirection Form (461 kb)
  7.    Request For Personal Details Change Form (319 kb)
  8.    Request For Policy Loan by Application (298 kb)
  9.    Request For Policy Services Change Form (340 kb)
  10.    Request For Policy Service Change Form (With Health Declaration) (977 kb)
  11.    Request For Policy Value Withdrawal Application (362 kb)
  12.    Statement of Insurability (For new application only) (621 kb)
  13.    Supplementary Statement For Application (162 kb)

Claims

  1.    Death Benefit - Claimant’s Statement (47 kb)

Common Reporting Standard (CRS) - Self-Certification Form

  1.    Individual (313 kb)
  2.    Entity (355 kb)
  3.    Controlling Person (358 kb)