For principal forms (except [C1]), you may refer to:
- the below policy services forms download section (Heng An Standard Life website without user ID and password)
Link: https://www.hengansl.com.hk/en/help-and-support/download-hub#tab-advisor-zone
Form can be downloaded from "Download hub"
SAMPLE FOR REFERENCE ONLY!
New Business Forms
Form [A2] Addendum / Supplement to Application Form - [Sample]
Form [A5] Application Form - CareMore - Refundable Critical Illness Insurance Plan (Updated: 30 Sep 2020)
Form [A6] Application Form – OneFuture (Updated: 23 Aug 2023)
Form [B1] Bank Instruction Letter - [Sample]
Form [F1] Financial Needs Analysis ("FNA") Form
Form [I12] Important Facts Statement - Policy Replacement (Updated: 19 Apr 2022)
Important Facts Statement and Applicant's Declarations (New Application)
Form [I13] OneFuture (Updated: 10 Oct 2024)
(For PRC business) Important Facts Statement and Applicant's Declarations (New Application)
Form [I7] Important Fact Statement – Mainland People
Form [I8] Important Fact Statement – Mainland People – Aspiration
Form [I9] Important Fact Statement – Mainland People – Fortuity
Form [I10] Important Fact Statement – Mainland People – Harvest 101
Form [R1] Risk Profile Questionnaire
Form [S3] Supplementary Application Form (New Application)
Form [S4] Supplement to Financial Needs Analysis / Risk Profile Questionnaire (For New Business / Top Up only) - [Sample]
Form [S5] Self-Certification Form – Individual - [Sample] (Sample Updated: 27 Jul 2017)
Form [S6] Self-Certification Form – Entity
Form [S7] Self-Certification Form –Controlling Person
POS Forms
Form [A1] Absolute Assignments Form (For Policy Assignment) - [Sample]
Form [C1] Cancellation Letter (For Cancellation)
Form [C2] Change of Personal Information / Beneficiary Designation Form (For Beneficiary; Update Personal Details )
Form [C3] Change in Contribution Form (For Top Up & Decrease Premium) - [RD-Sample] [TU-Sample](Sample updated: 14 Aug 2014)
Form [C6] Credit Card Payment Instruction Form (For Change of Payment Method) - [Sample] (Sample Updated: 14 Aug 2014)
Form [D1] Direct Debit Authorisation (For Change of Payment Method) - [Sample] (Sample Updated: 14 Aug 2014)
Form [D2] Death Claim Form - [Sample]
Form [D3] Death Claims-Authorisation - [Sample] (Sample Updated: 27 Jul 2017)
Form [H1] Health Statement Declaration Form
Form [I1] Investment Choice Change Form (For Fund Switching / Redirection) (Updated: 18 Sep 2020) - [Sample]
Important Facts Statement and Applicant's Declarations [Top Up]
Form [I2] [Harvest 101]
Form [I3] [For Harvest Wealth]
Form [I5] [For Wealth Amplifier]
Form [I6] [For Harvest Elite]
Important Fact Statement for Mainland Policyholders (Please refer to [I7])
Form [P1] Policy Alteration Form - Form A (For Partial Surrender; Surrender; Reinstatement) - [Sample] (For Partial Withdrawal/Surrender) [Sample] (For Reinstatement)
Form [P2] Policy Alteration Form - Form B (For Contribution Holiday, Resume Paying Contribution) - [Sample] (Sample updated: 17 May 2016)
Form [S1] Source of Fund form (For Assignment; New Application ) - [Sample] (Sample Updated: 14 Aug 2014)
Form [S2] Standing Instruction Form (For Change of Payment Method) - [Sample] (Sample Updated: 14 Aug 2014)
Form [T1] Third Party Payment Declaration Form (For Third party Payment) - [Sample] (Sample Updated: 14 Aug 2014)
Heng An Standard Life Customer Hotline: 21690300