Services & Claims

Form Library

Individual insurance claims (Hong Kong)

Hospitalization

Medical Insurance - Hospitalization & Surgical Claim Form
Try our new eClaims Service, Applicable for single hospitalization receipts not exceeding HKD3,000

e-Claims for receipts not exceeding HKD3,000

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

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VHIS Claimable Amount Estimate / Preliminary Assessment

Submit online

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Credit Service for Hospitalization - Pre-Authorization Request Form

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OGD/Colonoscopy Day Surgery or Hospital Admission Consultation Form

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Accident

Claim Form for Accident

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Critical Illness/ Female Benefit

Claim Form for Major Disease Part I (CIP1)

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Claim Form for Major Disease Part II – Kidney Failure

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Claim Form for Major Disease Part II – Myocardial Infarction

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Claim Form for Major Disease Part II – Cancer

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Claim Form for Major Disease Part II – Stroke

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

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Disability/Premium Waiver

Claimant's Statement of Disability

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Claimant’s Statement of Continued Disability

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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
Try our new eClaims Service, Applicable for single hospitalization receipts not exceeding HKD3,000

e-Claims for receipts not exceeding HKD3,000

Download Form

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

Download Form

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

Download Form

OGD/Colonoscopy Day Surgery or Hospital Admission Consultation Form

Download Form

Accident

Claim Form for Accident

Download Form

Critical Illness/ Female Benefit

Claim Form for Major Disease - Kidney Failure

Download Form

Claim Form for Major Disease - Myocardial Infarction

Download Form

Claim Form for Major Disease - Cancer

Download Form

Claim Form for Major Disease - Stroke

Download Form

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

Download Form

Disability/Premium Waiver

Claimant's Statement of Disability

Download Form

Claimant’s Statement of Continued Disability

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
For both hospitalization and outpatient surgical claim

Try our eClaims Service
Applicable for single hospitalization and outpatient surgical receipts not exceeding HKD3,000

**for selected group medical policies only
Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

e-Claims for receipts not exceeding HKD3,000

Download Form

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

Download Form

Outpatient and dental

Group Medical Claim Form
For outpatient and dental claims

Try our new eClaims Service
Applicable for single receipts not exceeding HKD3,000

**for selected group medical policies only
Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

e-Claims for receipts not exceeding HKD3,000

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

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

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

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Individual insurance (Hong Kong)

Change Premium Payment Mode/ Method

Submit online

(Learn more)

Beneficiary Designation Form

Submit online

(Learn more)

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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)

Submit online

(Learn more)

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

Submit online

(Learn more)

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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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Credit Card Direct Debit Authorization Form
(For Refundable Daily Hospital Cash Plan 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)]

Download Form

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 two months prior to the Anniversary Date.

Download Form

Individual insurance (Macau)

Change Premium Payment Mode/ Method

Submit online

(Learn more)

Beneficiary Designation Form

Submit online

(Learn more)

Download Form

Change of Policyowner Personal Details Form

Download Form

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

Download Form

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

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 two months prior to the Anniversary Date.

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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

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

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”.

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

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

MISo / MI plus - Deed of Absolute Assignment

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