Checklist for MCV - Prudential

1) Application Form

"Proposal for Assurance" – Orange Form

"Proposal for Assurance (No Health Declaration)" – Purple Form

2) Copy of ID / Passport / Birth Cert for Minor Application

For Passport Copy:

  • Full set copy of whole Passport / Visa / Entry Permit (including empty pages) with proposer
  • & insurance broker’s signature and company chop on all pages for verification purpose

For Birth Cert Copy for Minor Application:

Copy of Birth Cert for Minor Application with proposer & insurance broker’s signature and

company chop for verification purpose

For Mainland Chinese:

Declaration for Insurance Application (Form M1A) for Mainland Chinese only

3) Sales Illustration (SI)

4) Prudential Needs Analysis Form (NAF)

5) Insurance Broker Report (IBR)

6) Initial Premium (Cheque / Bank Draft / Credit Card – Visa / Master Card / China UnionPay Debit/Credit Card* only)

For Monthly Payment Mode:

2 months premium payment

For credit card payment method (applicable for initial payment only but NOT single premium) -

Credit Card Authorization Agreement

*China UnionPay Debit/Credit Credit Card is only available at Prudential Service Centre.

7) Customer Protection Declaration Form (CPD) – For policy replacement only

8) Change of Payment Mode and Direct Debit Authorization Form(DDA) - For monthly mode

   Prudential Customer Hotline: 22811333
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