Form Library

• Change Premium Payment Mode/ Method
  

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• Beneficiary Designation Form
  

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• Change of Policyowner Personal Details Form

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• Application for Dividend/Coupon Withdrawal or Transfer (Traditional/Universal Life Policy)
  

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• Direct Debit Authorization (DDA) and Direct Credit Arrangement (DCA) Application (HKD ACCOUNT AUTOPAY)
  

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• Direct Debit Authorization Form - Bank of China (HK)【USD ACCOUNT AUTOPAY】
  (For Bank of China (HK) USD bank account holder only)

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• Direct Debit Authorization Form - DBS【USD ACCOUNT AUTOPAY】
  (For DBS USD bank account holder only)

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• Autopay Arrangement Form
  (For change request after Autopay set up only)

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• Child Registration as Life Insured Form [Applicable for ManuPrimo Care (BestStart)]
  

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• Risk Profile Questionnaire

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• Claim Form for Major Disease - Myocardial Infarction

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• Individual Tax Residency Self-Certification Form (CRS) - Applicable to New Business Application Supplement

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• Individual Tax Residency Self-Certification Form (CRS & FATCA) (Applicable to Existing Customers)

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• Entity Tax Residency Self-Certification Form

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• Controlling Person Tax Residency Self-Certification Form (CRS)

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• Application for Maturity Withdrawal/Surrender (Traditional/Universal Life Policy) Form

If choosing to surrender your policy at the next policy anniversary, you must apply within 60 days prior to the Anniversary Date.

If you need to surrender your policy, besides submitting the request form by mail / in person, you can contact your insurance advisor for them to fill out the request form according to your instructions. After that, simply log in to the website or the app, follow the steps to review and submit the filled request form. Enjoy an easy and convenient experience.

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• Change Premium Payment Mode/ Method
  

Submit online

         (Learn more)

• Beneficiary Designation Form
  

Submit online

         (Learn more)

• Change of Policyowner Personal Details Form

Download Form

• Application for Dividend/Coupon Withdrawal or Transfer (Traditional/Universal Life Policy)

Submit online

         (Learn more)

• CHILD REGISTRATION AS LIFE INSURED FORM [Applicable for ManuPrimo Care (BestStart)] (Macao)
  

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• Risk Profile Questionnaire (Macau version)

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• Individual Tax Residency Self-Certification Form ( CRS ＆ FATCA ) (Applicable to Existing Customers)
  

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• Entity Tax Residency Self-Certification Form
  

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• Controlling Person Tax Residency Self-Certification Form (CRS)
  

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• Application for Maturity Withdrawal/Surrender (Traditional/Universal Life Policy) Form

If choosing to surrender your policy at the next policy anniversary, you must apply within two months prior to the Anniversary Date.

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• Evidence of Insurability

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• Letter of Intent for Life Conversion
  Applicable for policy offered with Life Insurance Conversion Privilege

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• Request to Exercise Medical Insurance Conversion Privilege
  Applicable for policy offered with Medical Insurance Conversion Privilege

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• Change of Contact Details Form
  For Personal Customer to change below contact details: Correspondence Address, Email Address, Contact Numbers

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• Change of Personal Particulars Form
  For Personal Customer to change or correct below particulars: Name, Legal ID (e.g. HKID / Passport Number), Date of Birth, Sex

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• Customer Consent to Use / Provision of Personal Data in Direct Marketing

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• Investment Choice Table
  (Alpha /Alpha Regular Investor / Matrix / ManuSelect Investment Protector /Flexible Investment Protector / VIP+ / Manugift)

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• Application for Change / Policy Payment (Investment-linked Policy)

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• Apollo Protection Linked Plan Investment Choice Services Form
  

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• Risk Profile Questionnaire

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• Application for Change / Policy Payment (Investment-linked Policy)

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• Investment Choice Table
  (Manulife Investment Solutions / Manulife Investment Plus / Manulife Investment Plus 2 / Manulife Secure IncomePlus / Skyline)

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• Application For Payout Distribution Investment Choice
  (For designated investment-linked assurance scheme only)

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• Investment Choice Services Form
  For subscription, switching, redemption and full surrender services
  

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• Policy Change Form

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• Direct Debit Authorization (DDA) and Direct Credit Arrangement (DCA) Application
  

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• Risk Profile Questionnaire

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• Manulife Investment Solutions Manulife Investment Plus - Policy Change Form

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• Manulife Investment Solutions Manulife Investment Plus - Application for Payout Distribution - Investment Choice

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• Investment Choice Table
  (Manulife Investment Solutions / Manulife Investment Plus / Manulife Investment Plus 2 / Manulife Secure IncomePlus / Skyline)

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• Application For Payout Distribution Investment Choice
  (For designated investment-linked assurance scheme only)

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• Investment Choice Services Form
  For top-up premium, switching, redemption and full surrender services
  

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• Policy Change Form

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• Direct Debit Authorization (DDA) and Direct Credit Arrangement (DCA) Application
  

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• Investment Choice Table
  (Manulife Investment Solutions / Manulife Investment Plus / Manulife Investment Plus 2 / Manulife Secure IncomePlus / Skyline)

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• Investment Choice Services Form
  For switching, withdrawal and full surrender services
  

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• Manulife Global Select (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction
  For you to change your investment portfolio.

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• Tax Deductible Voluntary Contributions Instructions

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• Flexi Retirement Contribution Instructions

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• Scheme Member’s Request for Fund Transfer Form
  For self-employed person, personal account holder or employee ceasing employment to make a transfer of accrued benefits to another scheme or to retain within the same scheme as a personal account.
  

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• Scheme Member's Request for Account Consolidation Form
  For consolidating multiple personal accounts into one account.
  

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• Guide to Scheme Member's Request for Account Consolidation Form (available in Chinese version only)

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• Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)
  For TVC account holder to transfer benefits from a TVC account in an original scheme to a TVC account in another new scheme

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• Minimum MPF Benefits Transfer Form for MPF Exempted ORSO Registered Scheme
  For MPF Exempted ORSO Registered Scheme member to transfer minimum MPF benefits to Manulife or another MPF scheme

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• Manulife Global Select (MPF) Scheme Voluntary Contribution Withdrawal Form (For Self-employed Person/ Personal Account Member)
  

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• Manulife Global Select (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution
  For you to withdraw the Flexi Retirement Contribution.

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• Change of Contact Details Form
  For Personal Customer to change below contact details: Correspondence Address, Email Address, Contact Numbers

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• Change of Personal Particulars Form
  For Personal Customer to change or correct below particulars: Name, Legal ID (e.g. HKID / Passport Number), Date of Birth, Sex

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• Customer Consent to Use / Provision of Personal Data in Direct Marketing

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• Individual Tax Residency Self-Certification Form (CRS)
  This is a formal document for individual to declare his/her tax residence.

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• Statutory Declaration on Cessation of Employment
  Only applicable to the circumstances that the former employer cannot be located or refuses to notify the trustee about the cessation of employment of its employee, subject to satisfaction of the trustee.

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