Forms - Pacific Life

New Business Forms

Form [A1] Application for Life Insurance (Updated: 14 Jul 2023) [Sample for Non-FATCA Products] (Updated: 30 Oct 2019)

-   Sample application for Always Term

-   Sample application for Cancer Free Protection

-   Sample application for Easy Pro

Form [A2] Application Supplementary Form

Form [A3] Application Supplementary Form - No Health & Information Change

Form [A4] Application Supplementary Form - No Information Change

Form [A5] Application Supplementary Form - Signature Differ

Form [A6] Application Supplementary Form - Cancer Free Protection

Form [A7] Agent’s / Broker’s Report (Updated: 30 Oct 2019)

Form [A13] Agent's /Broker's Report (NF2F Application Arrangement) (Updated: 20 Apr 2020)

Form [A11] Application for Insurance FATCA (Updated: 23 Dec 2019) [Sample for FATCA Products] (Updated: 30 Oct 2019)

Form [A12] Application for Cancer Free Protection (Updated: 14 Jul 2023)

Form [D1] Direct Debit Authorization Form (Updated: 14 Aug 2020)

Form [D2] Direct Debit Authorization & Credit Card Form (Updated: 30 Oct 2019)

Form [F1] Financial Questionnaire

Form [F2] Financial Questionnaire - PRC

Form [F3] Needs Analysis Form (Updated: 1 Apr 2021)

Form [I1] IFS-MP

Form [I2] Important Facts Statement – Policy Replacement (Updated: 27 Jul 2023)

Form [L1] Laboratory Report Request Form

Form [M1] Medicorp Medical Examination Services Request Form (Updated: 30 Oct 2019)

Form [M2] Shiny Medical Examination Services Request Form (Updated: 30 Oct 2019)

Form [S1] Self-Certification Form – Individual [Sample] (Updated: 30 Oct 2019)

Form [S2] Self-Certification Form – Entity

Form [S3] Self-Certification Form - Controlling Person

POS Forms

Form [A8] Application Form for Withdrawal of Policy Dividend, Policy Loan or Policy Surrender (Updated: 20 Apr 2023)

Form [C2] Collateral Assignment Form

Form [R1] Request For Policy Change Form (Updated: 14 Aug 2020)

Form [S4] Statement of Insurability (Updated: 30 Oct 2019)

Claim Forms

Form [A10] Authorization

Form [D3] Death Claim Form

Form [D4] Dread Disease Claim Form Part I

Form [H1] Hospitalization Claim Form

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Website: http://www.pacificlife.com.hk/

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