Checklist
1. External Transfer Servicing right
Please state the below items in the letter:
(1) Policy Number (cannot accept the wordings <ALL Policies>)
(2) New Broker Firm Code
(3) New Broker Firm Name
(4) New TR Code
(5) New TR name
(6) Policyowner's signature
(7) Sign date
（Updated: 18 Sep 2025）
2. Client Data Form
3. Certified Identification document Copy
Details please refer to IFP Bulletin - Identification document (updated: 31 Mar 2012)
Manulife Customer Hotline: 21081188 / 25103941