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.
Please note: If your browser doesn’t automatically display a form when you click on the link, or you get an error message, right-click on the link and select “Save Target As”; or “Save Link As”, save the form to your computer, and open it with Acrobat Reader.
Nomination of beneficiaries
Online Nomination of Beneficiaries (Adobe Live Sign)
Important notes for online nomination of beneficiaries:
- For online nomination, you and your witnesses/attestors are required to attach a copy of NRIC, passport or other valid identification document.
- All information including personal information and identification documents will be visible to all parties.
- If you and/or your witnesses/attestors are not agreeable with (i) attaching personal identification document to the electronic nomination form or (ii) other parties having access to your personal information and identification document, please do not proceed with online nomination. Hardcopy nomination is available above.
- You need to have a valid registered email address with HSBC Life. To update your email address, please complete the personal particulars update form available here.
Form 1: Trust Nomination, only hardcopy submission is allowed.
Form 2: Revocation of Trust Nomination (only hard copy submission is available)
Form 3: Appointment, or Revocation of Appointment of Trustee of Policy Moneys (only hard copy submission is available)
Form 4: Revocable Nomination Form (Adobe Live Sign)
Form 5: Revocation of Revocable Nomination (Adobe Live Sign)
Form 6: Notice of Revocation of Revocable Nomination (Adobe Live Sign)
Policy changes forms
IMPORTANT: For GIRO set up, please use the following form only for policy numbers:
a. P9999999999 where 1st character is P followed by 10 digits OR
b. 99999999 where it’s 8 digits and first digit is not 0
For other policy numbers, please click here instead
Premium top up forms
Withdrawal / Surrender Forms
Common Reporting Standards (CRS)
Forms to establish tax residency of customers. Refer to the FAQs for additional information.
Fund switching and allocation forms
For Financial Advisors
Point of Sales Forms
Optional Point of Sales Forms
Browser Configuration Instruction
- Select the browser you wish to configure.
- Ensure that you have Adobe Reader installed in your computer to launch the form.
Please note: If your browser doesn't automatically open any forms with "*" when you click on the link after configuration, or you get an error message, right-click on the form link, and select "Save Target As"; or "Save Link As". The form will be saved to your computer, and you may open with the Adobe Acrobat Reader installed in your computer.