Note: Any new applications of Tahoe Life products signed after 29 April 2020 will not be accepted until further notice.
New Business Forms
Form [A1] Application for Life Insurance (Updated: 18 Oct 2021)
Form [D1] Declaration of Japan Resident (Updated: 31 May 2021)
Form [D2] Declaration of Continuous Good Health (Updated: 31 May 2021)
Form [D3] Declaration of Trust (Updated: 31 May 2021)
Form [F1] Financial Needs Analysis
Form [I1] IFS-MP (Updated: 31 May 2021)
Form [I4] IFS - Policy Replacement [Eng] [Chi] (Updated: 31 May 2021)
Form [L1] Large Amount Questionnaire (Updated: 31 May 2021)
Form [L2] Letter of Authorization (Updated: 31 May 2021)
Form [M1] Monthly Payment of Cash Payments Instruction Form(Updated: 31 May 2021)
Form [P1] Premium Payment Declaration Form (Updated: 31 May 2021 )
Form [P2] Policy Acknowledgement Receipt (Updated: 31 May 2021)
Form [S1] Supplement to Application for Insurance (Updated: 31 May 2021)
Form [S2] Self Certification Form – Individual (ENG) (CHI) (Updated: 4 Jan 2021)
Form [S3] Self Certification Form – Entity (ENG) (CHI) (Updated: 4 Jan 2021)
Form [S4] Self Certification Form –Controlling Person (ENG) (CHI) (Updated: 4 Jan 2021)
Form [S5] Self-Certification Form (Entity) for Foreign Account Tax Compliance Act ("FATCA") (Updated: 4 Jan 2021)
POS Forms
Form [P1] Premium Payment Declaration Form (Updated: 31 May 2021)
Form [A2] Application for Policy Service (General Request) (Updated: 19 Oct 2021)
Form [C2] Change of Policyowner / Nomination of Contingent Owner Form (Updated: 19 Oct 2021)
Form [C3] Collateral Assignment Form (Updated: 31 May 2021)
Form [C4] Change of Insured / Nomination of Contingent Insured Form (Updated: 23 Aug 2021)
Form [C5] Change of Servicing Broker (Updated: 27 Sep 2021)
Form [I3] Investment Linked Policy - Account Value Withdrawal Application Form (Updated: 31 May 2021)
Form [P3] Policy Maturity Benefit Withdrawal Application Form (Updated: 24 Apr 2023)
Form [P4] Policy Benefit Withdrawal / Loan Application Form (Non-Investment Linked Policy) (Updated: 24 Apr 2023)
Form [S6] Surrender Application Form (Non-Investment Linked Policy) (Updated: 24 Apr 2023)
Tahoe Life Brokerage Hotline：3767 9199
Email enquiry: [email protected]