Servicing forms

Make changes at your fingertips

Whenever you wish to make changes to your policy, switch your investment choices, update your personal details and more, you can download and complete the forms below to make your service request(s).

Purpose

Form Type

Form and Description

Assignment

 

Absolute Assignment Form

- transfer your policy rights

Collateral Assignment

- transfer policy rights as collateral

Release of Collateral Assignment

- release of collateral assignment

Claim

Death Claims

Death Claims Form

- make a claim for the insured who has recently passed away

Death Claims - Authorisation Form

- authorise Standard Life to obtain further information about a death claim from a third party

Others Claims

Accident Benefit Claim Form

- make a claim if you are suffering from an accident

Critical Illness Claim Form

- make a claim if you are suffering from a critical illness

Hospital Cash Claim Form

- make a hospitalization claim

Waiver of Premium Claim Form

- apply Wavier of Premium Benefit

Payment

Credit Card Payment

Credit Card Payment Instruction Form For Harvest 101 / Harvest Supreme / Harvest Wealth / Harvest Elite Investment Plan Recurring Payment

- set up / amend Credit Card Payment Instruction

Direct Debit Authorisation

Direct Debit Authorisation Form

- set up / amend Direct Debit Authorisation

Others

Standing Instruction Form For Harvest 101 / Harvest Supreme / Harvest Wealth / Harvest Elite Investment Plan Recurring Payment

- set up / amend standing Instruction

Bank Instruction Letter

- one-off payment

Other Services

Harvest 101 Investment Plan, Harvest Supreme Investment Plan, Harvest Wealth Investment Plan, Harvest Elite Investment Plan, Wealth Amplifier Investment Plan, Aspire Investment Plan, Aspiration Investment Plan, LifeMaster, Flexi-Pro and Other Plans

Change of third party Financial Adviser Form

- appoint / change / terminate of third party financial adviser

Change of Personal Information / Beneficiary Designation Form

- change your personal information

- change your beneficiary

Investment Choice Change Form

- investment choice switching

- redirection of future investment contribution

You may also make the request of switching directly from our login site.

Policy Alteration Form - Form A

- change of payment frequency / autopay billing date

- reinstatement

- add / change / delete rider(s)

- partial withdrawal / regular withdrawal

- cancellation of regular withdrawal

 

 *Our cheque payment will be sent out by registered mail. Please contact us on +852 2169 0300 if you wish to choose surface mail or air mail.

Change in Contribution Form

- increase contribution

- reduce regular contribution

Policy Alteration Form - Form B

- stop / resume paying contribution

Health Statement Declaration Form

- declare your health condition

Important Facts Statement

Important Facts Statement (for Harvest 101 Investment Plan only)

 

Important Facts Statement (for Aspiration Investment Plan only)

 

Important Facts Statement (for Fortuity Investment Plan only)

 

Important Facts Statement (for Harvest Wealth Investment Plan only)

 

Important Facts Statement (for Harvest Elite Investment Plan only)

 

Important Facts Statement (for Aspire Investment Plan only)

 

Important Facts Statement (for Wealth Amplifier Investment Plan only)

 

Important Facts Statement (for Life Master only)

 

Important Facts Statement (for Harvest Supreme Investment Plan only)

 

Important Facts Statement - Mainland People (for Harvest 101 Investment Plan only)

 

Important Facts Statement - Mainland People (for Aspiration Investment Plan only)

 

Important Facts Statement - Mainland People (for Fortuity Investment Plan only)

 

Important Facts Statement - Mainland People 

 

Self Certification Form

Self Certification Form - Individual 

 

Self Certification Form - Entity 

 

Self Certification Form - Controlling Person