SAMPLE FOR REFERENCE ONLY!
FTLife will be renamed as Chow Tai Fook Life Insurance (CTF Life) on 22 July 2024, The new business, policy service, and claims' e-forms will be updated to FTLife B.O.S.S. (provider portal) on 22 July 2024. Please download the form from B.O.S.S directly if you cannot find in OnePortal. Starting from 22 July 2024, please submit the new version forms. CTF Life will not accept any old version forms after 21 August 2024.
New Business Forms
Form [A2] Avocation Questionnaire (Life Insurance) (Updated: 22 Jul 2024)
Form [A3] Aviation Questionnaire (Life Insurance) (Updated: 22 Jul 2024)
Form [A12] Authorization Letter (non-Shanghai Commercial Bank) (Updated: 20 Aug 2024)
Form [A13] Authorization Letter (Shanghai Commercial Bank) (Updated: 20 Aug 2024)
Form [B3] Broker's Report (Updated: 22 Jul 2024)
Form [C13] COVID-19 Questionnaire (Updated: 22 Jul 2024)
Form [C14] Supplementary Statement Form for the Application of Insurance (Applicable to “FamCare 198” Critical Illness Protector - Pregnancy Baby Protection) (Updated: 22 Jul 2024)
Form [C15] Customers’ Background Report (Updated: 6 May 2025)
Form [D1] Declaration of Trust (Updated: 22 Jul 2024)
Form [F1] Financial Status Questionnaire (Updated: 6 May 2025)
Form [F3] CTF Life - Insurance Application Form (Updated: 26 May 2025)
Form [F4] Financial Needs Analysis (FNA) (Updated: 22 Jul 2024)
Form [I8] Important Facts Statement for Mainlander Policyholder(IFS-MP) (Applicable for Traditional & ILAS products) (Updated: 22 Jul 2024)*The “Important Facts Statement – Mainlanders” (IFS-MP) must be provided upon the submission of all insurance applications starting from 1st September 2016 (Effective Date), please refer to appendix for details.
Form [I19] Important Facts Statement - Policy Replacement (Updated: 22 Jul 2024)
Form [I20] Important Facts Statement – Premium Financing (Updated: 17 Feb 2025)
Form [L4] Letter of Risks and Limitations of Collateral Assignment (Updated: 22 Jul 2024)
Form [M2] Mountaineering Questionnaire (Life Insurance) (Updated: 22 Jul 2024)
Form [M3] Motor/Motor-cycle Racing Questionnaire (Life Insurance) (Updated: 22 Jul 2024)
Form [M4] Martial Arts Questionnaire (Life Insurance) (Updated: 22 Jul 2024)
Form [M5] Medical Requirement Requisition Form (Updated: 22 Jul 2024)
Form [P2] Pre-underwriting Service Request Form (Updated: 13 Oct 2023)
Form [P4] Power Boat Questionnaire (Life Insurance) (Updated: 22 Jul 2024)
Form [R5] Replacement Declaration (Updated: 22 Jul 2024)
Form [S3] Supplementary Statement Form for the Application of Insurance (Updated: 22 Jul 2024)
Form [S4] Large Amount / Third Party Payment Declaration Form (Updated: 6 May 2025) [Sample] (Updated: 7 Aug 2014)
Form [S6] Supplementary Statement for the Business Association Applicant/Policy Owner (LU0273) (Updated: 22 Jul 2024)
Form [S7] Sports Diving Questionnaire (Life Insurance) (Updated: 22 Jul 2024)
Form [S10] Supplementary Statement Form for the Application of Insurance (Applicable to “We Shine” Protection Linked Plan) (Updated: 21 Jan 2025)
Form [S11] Self-Certification Form – Individual (LU0300) (Updated: 22 Jul 2024)
Form [S12] Self-Certification Form – Entity (LU0301) (Updated: 22 Jul 2024)
Form [S13] Self-Certification Form –Controlling Person (Updated: 22 Jul 2024)
Form [S14] Supplementary Statement Form for IncomePro Annuity Plan (Updated: 22 Jul 2024)
Form [S16] Supplementary Statement Form for the Application of Insurance (Applicable to all Personal Accident Plans) (Updated: 22 Jul 2024)
Form [S21] Supplementary Statement Form for the Application of Insurance(Applicable to On Your Mind Insurance Plan(Supreme Version / Smart Version)) (Updated: 20 Aug 2024)
Form [S22] Supplementary Statement Form for the Application of Insurance (Supplementary Health Information) (Updated: 22 Jul 2024)
POS Forms
Form [A5] Authorization or Cancellation Form In relation to Investment Advisory / Management Services (Updated: 4 Mar 2025)
Form [A7] Authorization for Payment with CTF Life Cheque (Updated: 4 Mar 2025)
Form [A8] Authorization for Payment Instruction (Updated: 18 Dec 2025)
Form [A9] Application For Change Of Ownership & Trusteeship of Policy (Updated: 4 Mar 2025)
Form [A10] Absolute Assignment Form (Updated: 4 Mar 2025)
Form [A14] Accident Claim Form (Updated: 4 Mar 2025)
Form [B2] Business Oriented support System (B.O.S.S.) Customer e-Service Application Form (For Online service form) (Updated: 22 Jul 2024) [Sample] (Updated: 1 Aug 2017)
Form [B5] Basic Plan Illustration Summary Request (Updated: 4 Mar 2025)
Form [B6] BOC Demand Draft Request Form (Updated: 4 Mar 2025)
Form [C2] Change Form [CS0031] (For Beneficiary; Update name and ID etc.) (Updated: 4 Mar 2025)
Form [C3] Change of Ownership Form [CS0044] (For Assignment) (Updated: 11 Apr 2025)
Form [C4] Change of Servicing Intemediary (For Transfer in Servicing Agent) (Updated: 4 Mar 2025)
Form [C5] Credit Card Direct Debit Authorization Form (For Change of Payment Method / Payment mode) (Updated: 4 Mar 2025)
Form [C6] Change Form (with Heath Questionnaire) (For reinstatement) (Updated: 4 Mar 2025)
Form [C7] Collateral Assignment Form (Updated: 4 Mar 2025)
Form [C9] Change of Address & Contact Information Form[CS0074] (Updated: 4 Mar 2025) (For update address & contact information)
Form [C11] China RMB Debit Card - Deposit Authorization Form (Updated: 22 Jul 2024) [Guideline] (Updated: 13 Oct 2023)
Form [C12] Change of Insured / Policy Continuation / Death Benefit Settlement Option / Premium Holiday Service Request Form (Updated: 18 Dec 2025)
Form [D3] Direct Debit Authorization (For Change of Payment Method/Payment mode) (Updated: 4 Mar 2025)
Form [D6] Default Designated Person Service Request Form(for receiving benefit) (Updated: 10 Mar 2026)
Form [D7] Disability Claim Form (Updated: 4 Mar 2025)
Form [D8] Death Claim Form (Updated: 4 Mar 2025)
Form [D9] Designation or Change of Contingent Owner with Restricted Rights or Policy Custody Value-added Service Request Form (Updated: 1 Apr 2025)
Form [E1] "Elite Choice" Insurance Plan Service Request Form (Updated: 4 Mar 2025)
Form [E2] Electronic Certified True Copy Request Form (Updated: 4 Mar 2025)
Form [H1] Hospital and Surgical Claim Form (Updated: 4 Mar 2025)
Form [I18] Investment Choice Switching / Change of Investment Choice /Change of Regular Premium Service Request Form (with Risk Profile Questionnaire) (Updated: 4 Mar 2025) (For Fund Switching /Redirection, Change of Payment Method/ Payment Mode; Decrease Premium)
Form [I2] Investment Choice / Universal Life Withdrawal Request Form (Updated: 18 Dec 2025) (For Encashment / Partial Surrender / Withdrawal)
Form [I8] Important Facts Statement for Mainlander Policyholder(IFS-MP) - Applicable for Traditional & ILAS products (Assignment & Top-up). (Updated: 22 Jul 2024)
Form [I9] Investment Linked Insurance Reinstatement Form (Updated: 4 Mar 2025)
Form [L1] Lost Policy Declaration Form (Updated: 4 Mar 2025)
Form [L3] Lump Sum Investment Premium / Regular Top-Up Premium Form (Updated: 4 Mar 2025)
Form [P1] Payment Form (Updated: 22 Jul 2024) (For Third Party Payment & Payment Form is required for all payment method except Direct Debit by bank / credit card and electronic payment. [Sample] (Updated: 1 Aug 2017)
Form [P3] Policy Account Value Withdrawal Request Form (Updated: 18 Dec 2025)
Form [P6] Policy Reinstatement Form - (Oscar) (Updated: 10 Mar 2026)
Form [P7] Policy Loan Form (Updated: 18 Dec 2025)
Form [P8] Personal Data Access Request Form (Updated: 4 Mar 2025)
Form [P9] Premium Offset Request Form (Updated: 4 Mar 2025) [Only applicable for selected plans, details refer to MEMO(ENG&CHI)](Updated: 18 Jan 2024)
Form [R1] Request Form for Suspension Resumption of Premium Payment (Updated: 4 Mar 2025) (For Contribution Holiday)
Form [R3] Risk Profile Questionnaire (only applicable after policy issuance) (Updated: 4 Mar 2025)
Form [R6] Request for application / change of Faster Payment Service (Updated: 4 Mar 2025)
Form [R7] Regular Cash Withdrawal Request Form (Updated: 18 Dec 2025)
Form [R8] Request Form to Designate / Change / Revoke Contingent Policy Owner / Contingent Trustee / Contingent Beneficiary (Updated: 4 Mar 2025)
Form [S9] Supplementary Statement Form for all Policy Services (only applicable after policy issuance) (Updated: 4 Mar 2025) (For Columbus Reinstatement from Lapsed)
Form [S15] Surrender Form (Updated: 18 Dec 2025)
Form [T1] The People’s Republic of China Addendum (this “Addendum”) PICS_PRC (Updated: 4 Mar 2025)
Form [U1] Universal Life Plan Service Request Form (Updated: 18 Dec 2025)
Form [W1] Withdrawal from Premium Deposit Account Request Form (Only applicable to “Regent. Premier / Prestige” Insurance Plan) (Updated: 18 Dec 2025)
CTF Life Customer Hotline: 28668898