Form library

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

Joint Owner Authorization Form

For Joint Owners to request Manulife Customer Number (MCN) and Personal Identification Number (PIN)

Note: ALL Joint Owners are required to sign

Beneficiary Designation Form

Change of Policyowner Personal Details Form

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

Direct Debit Authorization Form【HKD ACCOUNT AUTOPAY】

Direct Debit Authorization Form - Bank of China (HK)【USD ACCOUNT AUTOPAY】

(For Bank of China (HK) USD bank account holder only)

Direct Debit Authorization Form - DBS【USD ACCOUNT AUTOPAY】

(For DBS USD bank account holder only)

Credit Card Direct Debit Authorization Form

(For Refundable Daily Hospital Cash Plan Only)

Autopay Arrangement Form

(For change request after Autopay set up only)

Registration for Paying Renewal Payment Online (UnionPay Card)

Risk Profile Questionnaire

Claim Form for Accident

Medical Insurance - Hospitalization & Surgical Claim Form

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

VHIS Claimable Amount Estimate / Preliminary Assessment

Proof of Death (Claimant's Statement)

Claimant's Statement of Disability

Claim Form for Major Disease - Kidney Failure

Claim Form for Major Disease - Myocardial Infarction

Claim Form for Major Disease - Cancer 

Claim Form for Major Disease - Stroke

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

Credit Service for Hospitalization - Pre-Authorization Request Form

Designated Hospital List for Mainland China

(Chinese version only)

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

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

Entity Tax Residency Self-Certification Form

Controlling Person Tax Residency Self-Certification Form (CRS)

Individual Tax Residency Self-Certification Form (CRS & FATCA) (2019 Mail Pack)

Please click here for the quick reference guide.

Beneficiary Designation Form

Change of Policyowner Personal Details Form

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

Claim Form for Accident

Medical Insurance - Hospitalization & Surgical Claim Form

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

Proof of Death (Claimant's Statement)

Claimant's Statement of Disability

Claim Form for Major Disease - Kidney Failure

Claim Form for Major Disease - Myocardial Infarction

Claim Form for Major Disease - Cancer 

Claim Form for Major Disease - Stroke

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

ManuMaster/ManuShine Healthcare Series/Benefit -Credit Service for Hospitalization - Pre-Authorization Request Form

Designated Hospital List for Mainland China

(Chinese version only)

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 Account

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

Manulife Advanced Fund SPC Account

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

Manulife Hong Kong Series Account

You can download the Offering Document of the Manulife Hong Kong Series from 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”.

Investment Choice Table

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

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

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

Investment Choice Table

(Manulife Investment Solutions / Manulife Investment Plus / Manulife Secure IncomePlus / Skyline)

Application For Payout Distribution Investment Choice

Investment Choice Services Form

For subscription and switching services

Policy Change Form

Direct Debit Authorization

Manulife Investment Solutions Manulife Investment Plus - Policy Change Form

MISo / MI plus - Deed of Absolute Assignment

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

Policy Change / Investment Choice / Fund Services Form

For switching services

Manulife Global Select (MPF) Scheme (Personal Account) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To open a Personal Account with Manulife, please download ALL items.

• MPF Scheme Brochure
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Application for Participation in Manulife Global Select (MPF) Scheme (Personal Account)
• Scheme Member's Request for Account Consolidation Form
• Scheme Member’s Request for Fund Transfer Form
• Employee Choice Arrangement (“ECA”) – Transfer Election Form
• Guide to Transfer Benefits under Employee Choice Arrangement
• Privileged Rates Program promotion leaflet shortcut
  

Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To open a Tax Deductible Voluntary Contributions Account with Manulife, please download ALL items.

• MPF Scheme Brochure
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Disclosure of Necessary Information to the Client
• Application for Participation in Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions)
• Direct Debit Authorization
• Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)
• Tax Deductible Voluntary Contributions promotion leaflet shortcut
  

Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution Member) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To open a Flexi Retirement Contribution Member Account with Manulife, please download ALL items.

• MPF Scheme Brochure
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Disclosure of Necessary Information to the Client
• Application for Participation in Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution)
• Direct Debit Authorization
• Flexi Retirement Contributions promotion leaflet shortcut
  

Manulife Global Select (MPF) Scheme (Self-Employed Person) Application Package

Please read our MPF Scheme Brochure before you enrol.

A complete application package consists of these items. To enroll a self-employed account with Manulife, please download ALL items. 

• MPF Scheme Brochure
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Application for Participation in Manulife Global Select (MPF) Scheme (Self-Employed Person)
• Direct Debit Authorization

Manulife Global Select (MPF) Scheme Employee Application Kit

Manulife Global Select (MPF) Scheme Employee Application Kit Please read our MPF Scheme Brochure before you enrol.

A complete employee enrolment package consists of these items. To enrol an employee into your sub-scheme, download and provide your employees with ALL items.

• MPF Scheme Brochure
• Manulife Global Select (MPF) Scheme Employee Enrolment Form
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme

Manulife Global Select (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction

For you to change your investment portfolio.

Tax Deductible Voluntary Contributions Instructions

Flexi Retirement Contribution Instructions

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.

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Scheme Member's Request for Account Consolidation Form

For consolidating multiple personal accounts into one account.

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Employee Choice Arrangement (“ECA”) – Transfer Election Form

For employee to transfer accrued benefits from contribution account in an original scheme to an account in a new/existing scheme nominated by the employee during employment.

Please read the “Guide to Transfer Benefits under Employee Choice Arrangement” before you complete the form. Please download BOTH items

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

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

Please note that if you wish to transfer your TVC benefits from another scheme to Manulife, the transferred-in monies will be invested according to the "Contribution Investment Instruction" ("Instruction") of your TVC account with Manulife. In case you have not given the Instruction for your TVC account, the Instruction would have been defaulted as the "Default Investment Strategy". If you are not sure about of your TVC account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

Payment of Accrued Benefits to Scheme Members

Manulife Global Select (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution

For you to withdraw the Flexi Retirement Contribution.

Change of Contact Details Form

For Personal Customer to change below contact details:

• Correspondence Address
• Email Address
• Contact Numbers (Residential / Office / Mobile / Pager/ Fax Number)

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

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

Individual Tax Residency Self-Certification Form (CRS)

This is a formal document for individual to declare his/her tax residence.

Evidence of Insurability

Letter of Intent for Life Conversion

Applicable for policy offered with Life Insurance Conversion Privilege

Request to Exercise Medical Insurance Conversion Privilege

Applicable for policy offered with Medical Insurance Conversion Privilege

Group Hospitalization & Surgical Claim Form

For both hospitalization and outpatient surgical claim

Try our new eClaims Service
Applicable for single hospitalization 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.

Group Medical Claim Form

For outpatient and dental claims

Try our new eClaims Service
Applicable for single receipts not exceeding HKD1,200

**for selected group medical policies only

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

Change of Contact Details Form

For Personal Customer to change below contact details:

• Correspondence Address
• Email Address
• Contact Numbers (Residential / Office / Mobile / Pager/ Fax Number)

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

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