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If you would like to make changes to your Life Insurance Policy, kindly download the relevant form found in this page, fill it out and mail it back to us.
For General Insurance customers, please call our Customer Service Officers Hotline for other relevant forms.
Life Insurance
| Type of Forms | Business Type | Purposes |
| Proposal Forms | ||
| • Supplementary Proposal Form | All | Completion of omitted questions in proposal form, change of benefits and others health declaration (only for New Business) |
| • Insurance Adviser's Confidential Report | All | To be completed by the Agent upon submission of a new case. |
| • Insurance Adviser's Confidential Report (Additional) | All | Additional form to be completed by the Agent strictly for iSTP submissions. |
| • Wakil's Confidential Report | All | To be completed by the Wakil upon submission of a new case. |
| • Wakil's Confidential Report (Additional) | All | Additional form to be completed by the Wakil strictly for iSTP submissions. |
| Health Declaration Forms | ||
| • Adult Health Certificate | All | For reinstatement of policy /certificate (lapsed/paid-up more than 6 months ) |
| • Juvenile Health Certificate | All | For reinstatement of a juvenile policy/certificate (lapsed/paid-up more than 6 months) |
| • Health Declaration Statement | All | For reinstatement of policy/certificate (lapsed/paid-up less than 6 months) |
| • Clinical Abstract Application | All | For authorising us to obtain a medical report from hospitals and polyclinics |
| Policy Changes Forms | ||
| • Request for Amendment | All | For change of address, frequency of payment, method of payment, beneficiary, sum insured, contribution, name, NRIC no, signature. Also for addition and deletion of supplementary benefits |
| • Inter Bank Giro | All | For authorising your bank to pay premium/contribution by GIRO |
| Nomination of Beneficiaries | ||
| • Trust Nomination | - | To make a trust nomination |
| • Revocation of Trust Nomination | - | To revoke a trust nomination |
| • Appointment, or Revocation of Appointment, of Trustee of Policy Moneys | - | To appoint or to revoke the appointment of one or more trustees |
| • Revocable Nomination | - | To make a revocable nomination |
| • Revocation of Revocable Nomination | - | To revoke a revocable nomination |
| • Notice of Revocation of Revocable Nomination | - | To give notice of the revocation of revocable nomination |
| For Investment-Linked Plan - Fund Changes Forms | ||
| • Fund Switching & Premium Redirection | All | For switching existing fund value to a different fund(s) & for redirection future contribition to a different fund(s) |
| • Top Up Form | All | For making top ups to an Investment-Linked Plan |
| • Premium Holiday/Re-activation/Reinstatement Form | All | For making changes to the Recurrent Single Contribution/Premium of an Investment-Linked Plan |
| • Option Conversion Underwriting | All | For changes of option to Asset Manager I/ Takaful Asset Manager I |
| For Investment-Linked Plan - Partial Withdrawal/ Full Surrender Forms | ||
| • Partial Withdrawal & Full Surrender of ILP | All | For Partial Withdrawal of fund(s) or Full Surrender of an Investment-Linked Plan(s) |
| For Non-Investment Linked Plan | ||
| • Cash Surrender Form | - | For surrendering a Non-Investment Linked Plan |
| • Flexipay Surrender Form | - | For surrendering Flexipay Policies |
| Life Insurance Questionnaires | ||
| • Blood Pressure Disorder Questionnaire | All | To provide additional information for underwriting purposes |
| • Cyst Growth Tumour Questionnaire | ||
| • Diabetes Questionnaire | ||
| • Diving Questionnaire | ||
| • Financial Questionnaire (Personal Insurance) | ||
| • Foreigner Questionnaire | ||
| • Hepatitis Questionnaire | ||
| • History of Illness Questionnaire | ||
| • History of Injuries Questionnaire | ||
| • Occupational Questionnaire | ||
| • Respiratory Disorders Questionnaire | ||
Group Insurance
| Type of Forms | Business Type | Purposes |
| Employee Benefits | ||
| • Health Declaration Form | - | For underwriting submission |
| • Membership Movement Form | - | For declaration of changes in employee movement and coverage |
| • Group Insurance Fact Find form | - | For requesting of a quotation |
General Insurance
| Type of Forms | Business Type | Purposes |
| Proposal Forms | ||
| • Proposal Form for AutoSurance | - | To apply for motor insurance (private car) |
| Policy Changes Forms | ||
| • Inter Bank Giro (For General Insurance Only) | General Insurance | For authorising your bank to pay premium by Giro |
