** Transamerica do not accept NB submission since 01 Jan 2026**
Due to all issued policies will now be serviced directly by Transamerica, for any further inquiries or policy servicing, please inform the policy owner to contact the Customer Service Team directly at +852 2506 8208 or via email at [email protected]
(Updated: 21 May 2026)
New Business Forms
Form [A2] Application of Supplement Avocation & Sport Questionnaire (Updated: 27 Mar 2025)
Form [C2] Change Request Application Form (Updated: 27 Mar 2025)
Form [C6] Coronavirus (COVID-19)-Health and Travel Declaration Form (Updated: 27 Mar 2025)
Form [D2] Declaration of Continued Good Health Application Amendment (with FATCA declaration) (Updated: 27 Mar 2025)
Form [D3] Distributor Change Request Form (Updated: 27 Mar 2025)
Form [F1] Financial Needs Analysis (Updated: 27 Mar 2025) [FNA Mapping] (Updated: 15 Jul 2021) [FNA Section 3 (suggest wordings)] (Updated: 21 Nov 2016)
Form [I1] Important Facts Statement for Mainland Policyholder (For PRC Applicant) (Updated: 27 Mar 2025)
Form [I3] Important Facts Statement - Policy Replacement form (Updated: 27 Mar 2025)
Form [L1] Life Insurance Application Form (Updated: 17 Sep 2025)
Form [P1] PRC Declaration Form (Updated: 27 Mar 2025)
Form [P2] PRC Administration From (Updated: 27 Mar 2025)
Form [P3] Policy Owner Declaration Form for Policy Assigned as Collateral Security (Updated: 27 Mar 2025)
Form [P5] PRC Supplementary Administration Form: Coronavirus (COVID-19)-Health and Travel Declaration Form (Updated: 27 Mar 2025)
Form [S1] Self-certification Forms (Individual) (Updated: 27 Mar 2025)
Form [S2] Self-certification Forms (Entity and Controlling Persons) (Updated: 27 Mar 2025)
Form [V1] Verification of Trust Agreement Form For Adminstration Life Insurance Policy Form (For Corporate Application) (Updated: 27 Mar 2025)
POS Forms
Form [B1] Beneficiary Designation Form (Updated: 27 Mar 2025)
Form [C3] Credit Card Payment For Initial/Reinstatement Premium Form (Updated: 27 Mar 2025)
Form [C5] Change of Name Form/Signature Form (Updated: 27 Mar 2025)
Form [C7] Claim Form (For Death Claim)(Updated: 13 Apr 2023)
Form [D1] Direct Debit Authorisation Form (Updated: 27 Mar 2025)
Form [I2] Insurance Intermediary Change Request Form (Updated: 27 Mar 2025)
Form [P4] Personal Information Update Form (Updated: 27 Mar 2025)
Form [P6] Policy Service Request form (Updated: 27 Mar 2025)
Form [R2] Request for Surrender form (Updated: 27 Mar 2025)
Form [R3] Request for policy loan form (Updated: 27 Mar 2025)
Form [R4] Reinstatement Application Form (Updated: 27 Mar 2025)