Services & Claims

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Form Library

Individual insurance claims (Hong Kong)

Hospitalization

Medical Insurance - Hospitalization & Surgical Claim Form

Submit online

Download Form

Wart/Benign Skin Lesion Surgery Claim – Supplementary Form (if applicable)

Submit online

Download Form

VHIS Claimable Amount Estimate / Preliminary Assessment

Submit online

Download Form

Credit Service for Hospitalization - Pre-Authorization Request Form

Submit online

Download Form

OGD/Colonoscopy Day Surgery or Hospital Admission Consultation Form

Download Form

Accident

Claim Form for Accident

Submit online

Download Form

Critical Illness/ Female Benefit

Claim Form for Major Disease Part I (CIP1)

Submit online

Download Form

Claim Form for Major Disease Part II – Kidney Failure

Submit online

Download Form

Claim Form for Major Disease Part II – Myocardial Infarction

Submit online

Download Form

Claim Form for Major Disease Part II – Cancer

Submit online

Download Form

Claim Form for Major Disease Part II – Stroke

Submit online

Download Form

Claim Form for Major Disease Part II – Heart Valve Surgery/Less Invasive Treatment of Heart Valve Disease

Submit online

Download Form

Disability/Premium Waiver

Claimant's Statement of Disability

Submit online

Download Form

Claimant’s Statement of Continued Disability

Submit online

Download Form

Death Benefit

Proof of Death (Claimant's Statement)

Download Form

Details of individual insurance claims procedures

Individual insurance claims (Macau)

Hospitalization

Medical Insurance - Hospitalization & Surgical Claim Form

Submit online

Download Form

Wart/Benign Skin Lesion Surgery Claim – Supplementary Form (if applicable)

Submit online

Download Form

Pre-Authorization for Credit Service for Hospitalization Form (Macao)

Submit online

Download Form

OGD/Colonoscopy Day Surgery or Hospital Admission Consultation Form

Download Form

Accident

Claim Form for Accident

Submit online

Download Form

Critical Illness/ Female Benefit

Claim Form for Major Disease Part I (CIP1_M)

Submit online

Download Form

Claim Form for Major Disease Part II - Kidney Failure

Submit online

Download Form

Claim Form for Major Disease Part II - Myocardial Infarction

Submit online

Download Form

Claim Form for Major Disease Part II - Cancer

Submit online

Download Form

Claim Form for Major Disease Part II - Stroke

Submit online

Download Form

Claim Form for Major Disease Part II - Heart Valve Surgery/Less Invasive Treatments of Heart Valve Disease

Submit online

Download Form

Disability/Premium Waiver

Claimant's Statement of Disability

Submit online

Download Form

Claimant’s Statement of Continued Disability

Submit online

Download Form

Death Benefit

Proof of Death (Claimant's Statement)

Download Form

Details of individual insurance claims procedures

Group medical insurance claims

Hospitalization and outpatient surgical

Group Hospitalization & Surgical Claim Form

Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

Submit online

Download Form

Wart/Benign Skin Lesion Surgery Claim – Supplementary Form (if applicable)

Submit online

Download Form

Outpatient and dental

Group Medical Claim Form

Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

Submit online

Download Form

Details of group insurance claims procedures

Change personal address and particulars

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

Change online

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

Download Form

Joint Owner Authorization Form
For Joint Owners to apply for online services
Note: ALL Joint Owners are required to sign

Download Form

Individual insurance (Hong Kong)

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)

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

Submit online

(Learn more)

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

Download Form

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

Download Form

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

Download Form

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

Download Form

Risk Profile Questionnaire

Download Form

Claim Form for Major Disease - Myocardial Infarction

Download Form

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

Download Form

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

Download Form

Entity Tax Residency Self-Certification Form

Download Form

Controlling Person Tax Residency Self-Certification Form (CRS)

Download Form

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.

Download Form

Individual insurance (Macau)

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)

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

Download Form

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

Download Form

Risk Profile Questionnaire (Macau version)

Download Form

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

Download Form

Entity Tax Residency Self-Certification Form

Download Form

Controlling Person Tax Residency Self-Certification Form (CRS)

Download Form

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.

Download Form

Group Life & Health - Employee

Evidence of Insurability

Download Form

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

Download Form

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

Download Form

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

Download Form

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

Download Form

Mutual Funds / Unit Trusts

Opening an InvestChoice Account

You can download the Offering Document, Annual Reports, Semi-Annual Reports and forms of Manulife InvestChoice on InvestChoice Website

Manulife Global Fund

You can download the Offering Document of Manulife Global Fund on Manulife Website.

Manulife Advanced Fund SPC

You can download the Offering Document of Manulife Advance Fund SPC on Manulife Website.

Manulife Hong Kong Series

You can download the Offering Document of the Manulife Hong Kong Series on Manulife Website

Managing an Account

Annual Reports

All annual reports and unaudited semi-annual reports of Manulife Advanced Fund SPC, Manulife Global Fund and Manulife Hong Kong Series (collectively, the “Reports”) are available in electronic format.

Printed copies of the Reports for Manulife Advanced Fund SPC and Manulife Hong Kong Series are available free of charge during normal working hours at the following locations:

23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon, Hong Kong
16/F, The Lee Gardens, 33 Hysan Avenue, Causeway Bay, Hong Kong SAR.

Printed copies of the Reports for Manulife Global Fund are available free of charge at any time during normal business hours on any Business Day at the following locations:

50/F, Champion Tower, 3 Garden Road, Central, Hong Kong
23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon, Hong Kong
16/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong

If you are an existing share/unitholder and wish to request for printed copies of the Reports, or cancel such a request in the future, please complete the “Manulife Global Fund - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports”, "Manulife Advanced Fund SPC - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports” and/or “Manulife Hong Kong Series - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports”.

Apollo Protection Linked Plan / Alpha / Alpha Regular Investor / Matrix / ManuSelect Investment Protector / Flexible Investment Protector / Variable Investment Protector / ManuGift (Hong Kong)

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

Download Form

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

Download Form

Apollo Protection Linked Plan Investment Choice Services Form

Download Form

Alpha / Alpha Regular Investor / Matrix (Macau)

Risk Profile Questionnaire

Download Form

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

Download Form

Manulife Investment Plus / Manulife Investment Solutions (Hong Kong)

Supplementary information: Product Key Facts of Manulife Advanced Fund SPC
This information is provided by Manulife Investment Management (Hong Kong) Limited. For Manulife Investment Plus/ Manulife Investment Solutions customers, please refer to the Product Key Facts of Manulife Advanced Fund SPC - China A Segregated Portfolio and Renminbi Bond Segregated Portfolio.

After clicking download, you will be directed to the link managed by Manulife Investment Management (Hong Kong) Limited.

Download Form

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

Download Form

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

Download Form

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

Download Form

Policy Change Form

Download Form

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

Download Form

Manulife Investment Plus / Manulife Investment Solutions (Macau)

Risk Profile Questionnaire

Download Form

Manulife Investment Solutions Manulife Investment Plus - Investment Choice Services Form

Download Form

Manulife Investment Solutions Manulife Investment Plus - Policy Change Form

Download Form

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

Download Form

Manulife Investment Plus 2 (Hong Kong)

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

Download Form

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

Download Form

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

Download Form

Policy Change Form

Download Form

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

Download Form

Manulife Secure IncomePlus (Hong Kong)

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

Download Form

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

Download Form

MPF – Member

Publications related to the above MPF schemes:

Manulife Global Select (MPF) Scheme

Manulife RetireChoice (MPF) Scheme (formerly known as Allianz Global Investors MPF Plan)

Forms:

Manulife RetireChoice (MPF) Scheme and Manulife Global Select (MPF) Scheme were onboarded to the eMPF Platform (“eMPF”) on 3 July 2025 and 6 November 2025 respectively. All MPF administrative services are now handled by eMPF. From now on, you can manage your MPF and submit instructions via the eMPF Web Portal or eMPF Mobile App.

If you are submitting paper instructions, please use the designated eMPF forms and send them directly to eMPF by post, fax, email or in person.

You may input keywords (e.g. “Global Select”) to search for a form:

Personal Account

Tax Deductible Voluntary Account

Special Voluntary Contribution

Self-Employed Person

Employee

Submission channels:

Postal address: PO Box 98929 Tsim Sha Tsui Post Office
Fax number: (852) 3197 2988
Email address: forms@support.empf.org.hk

In person to either of the following eMPF Service Centres:
Hong Kong Island: Unit 601B, 6/F, Dah Sing Financial Centre, No.248 Queen's Road East, Wanchai, Hong Kong
Kowloon: Suites 1205-6, 12/F, Chinachem Golden Plaza, No. 77 Mody Road, Tsim Sha Tsui East, Kowloon
New Territories: Suite 1802A, 18/F, Tower 2, Nina Tower, No. 8 Yeung Uk Road, Tsuen Wan, New Territories

Office hours:
Monday to Friday 9:00 am to 6:00 pm
Saturday 9:00 am to 1:00 pm
Closed on Sunday and Public Holidays

ORSO – Employee

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

Download Form

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

Download Form

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

Download Form

Macau Pension - Employee

Change of Employer/Employee Allocation Percentage for Future Contribution / Transfer of Employer / Employee Past Accumulations (for Manulife (Macau) Pension Fund Scheme) - Employee's Decision

Download Form

Foreign Account Tax Compliance Act (FATCA)

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
The Form is intended to be completed by a non-U.S. entity which is certifying it is the non-U.S. beneficial owner of a payment of income for current withholding tax purposes

Download Form

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
For foreign persons to certify their non-U.S. status (Individuals)

Download Form

Request for Taxpayer Identification Number and Certification
The form is intended to be completed by US entity, or US citizen or resident.
Please click here for the Instructions for the Requester of Form W-9 (03/2024).

Download Form