SAMPLE FOR REFERENCE ONLY!
| Form Number | Form Name | Generali Life Hong Kong New Version (Sign on/after 4 Jul 2016) | ||||
| New Business Form |
C1 | Customer Protection Declaration Form | UW/GLHK/CPD (Updated: 10 Oct 2019) | |||
| C4 | Controlling Person Tax Residency Self-Certification Form | HKB_GLHK/SCF_CP (Updated: 17 Sep 2026) | ||||
| C5 | COVID-19 Questionnaire | COVID-19 Questionnaire (Updated:17 Sep 2026) | ||||
| D2 | Declaration by Insurance Intermediary for NF2F Selling | - LionHarvest - Supreme Gold/LionPainter Flexi (Updated: 19 May 2020) |
||||
| E1 | Entity Tax Residency Self-Certification Form | HKB_GLHK/SCF_ETY (Updated: 17 Sep 2026) | ||||
| F1 | Financial Questionnaire | UW/GLHK/FQ (Updated: 17 Sep 2026) | ||||
| F2 | Financial Needs Analysis Form | UW/GLHK/FNA (Updated: 17 Sep 2026) | ||||
| F3 | FATCA Self-Certification for Entities | PS/GEN/FATCA_ETY (Updated: 17 Sep 2026) | ||||
| F4 | FATCA Self-Certification for Individuals | PS/GEN/FATCA_IND (Updated: 18 Sep 2026) | ||||
| I1 | Individual Tax Residency Self-Certification Form | HKB_GLHK/SCF_IND (Updated: 18 Sep 2026) | ||||
| I3 | Important Facts Statement for Mainland Policyholder | UW/GLHK/IFS_MP (Updated: 5 Jul 2024) | ||||
| I4 | Important Facts Statement for Mainland Policyholder - Applicable for Addition of Sum Assured Supplementary Benefit | PS/GLHK_HKB/IFS_MP (Updated: 4 Nov 2019) | ||||
| I5 | Important Facts Statement for Mainland Policyholder - Applicable for Assignee / New Policyholder | PS/NO/AGLHK_HKB/IFS_MP/NO (Updated: 4 Nov 2019) | ||||
| I6 | Important Facts Statement - Policy Replacement | UW/GLHK/IFS_PR (Updated: 23 Nov 2022) | ||||
| L1 | Life Insurance Application Form | UW/GLHK/eAF (Updated: 4 Oct 2024) *Please note the agent code is 56000083 | ||||
| P3 | Pre-assessment Request Form | UW/GLHK/PREUW (Updated: 19 Feb 2019)To request pre-underwriting, please fill in the Pre-assessment Request Form or the Life Insurance Application Form, append any related medical records with the proposed insured’s identity shown, and email it to
|
||||
| P4 | Professional Investor Declaration | UW/GLHK/RFPI/AUG2026 (Updated: 26 Aug 2026) | ||||
| S1 | Special Arrangement of Premium Payment Application Form | LO/SPPYT (Updated: 18 Sep 2026) – Applicable for Policy number starting with 8700xxxx | ||||
| S7 | Supplementary Form | UW/GLHK/SF (Updated: 17 Sep 2026) | ||||
| S4 | Special Arrangement of Premium Payment Application Form(Trustee as Payor) | PS/GEN/SAPP(TRUSTEE) (Updated: 10 Oct 2019) | ||||
| S5 | Supplementary Statement Form for non-Face-to-Face (non-F2F) Selling | - LionHarvest - Supreme Gold - LionPainter Flexi (Updated: 19 May 2020) |
||||
| S8 | Source(s) of Fund/ Wealth Supplementary Information Questionnaire | UW/GLHK/SOW (Updated: 03 Jun 2025) | ||||
| Form Number | Form Name | Policy number starting with 8300xxxx | Policy number starting with 8700xxxx | |||
| POS Form
(Updated: 30 Jun 2026)
|
C2 | Credit Card Payment Authorization Form | RETAIL PS/CCAF(Updated: 18 Sep 2026) | RETAIL PS/CCAF(Updated: 18 Sep 2026) | ||
| C3 | China Medical Service Appointment Form | UW/GLHK/CMSF(Updated: 30 Jun 2026) | ||||
| D1 | Direct Debit Authorization Form | PS/GHKB/DDAF(Updated: 18 Sep 2026)
|
PS/GLHK/DDAF(Updated: 18 Sep 2026) | |||
| D3 | Deposit to Premium Deposit Fund Request Form (PS/GEN/PDF)
MEMO (Updated: 02 Nov 2020) |
|||||
| L2 | Request for Change of Policyholder Form | PS/CHG_PH (Updated: 18 Sep 2026) | PS/CHG_PH (Updated: 18 Sep 2026) | |||
| M1 | Medical Service Appointment Form | UW/GLHK/MSF(Updated: 10 Oct 2019) | ||||
| R1 | Request for Withdrawal Form | PS/WDL (Updated: 18 Sep 2026) | PS/WDL (Updated: 18 Sep 2026) | |||
| R3 | Request for Policy Cancellation/Surrender Form (For Policy Issued by Generali Life (Hong Kong) Limited) | PS/SUF (Updated: 18 Sep 2026) | PS/SUF (Updated: 18 Sep 2026) | |||
| R4 | Request for Policy Change Form - Non-Financial | RETAIL PS/NF(Updated: 18 Sep 2026) | RETAIL PS/NF(Updated: 18 Sep 2026) | |||
| R5 | Request for Policy Change Form – Financial | RETAIL PS/PCF (Updated: 18 Sep 2026) | RETAIL PS/PCF (Updated: 18 Sep 2026) | |||
| R6 | Request for Application of Policy Loan Form | PS/LN(Updated: 18 Sep 2026) | PS/LN(Updated: 18 Sep 2026) | |||
| T1 | Trust Verification Form (Updated: 17 Sep 2026) | |||||
| Requirement of events for TIN (Tax Identification number) (Updated: 13 May 2016) | ||||||
| S6 | Supplementary Form for Designation / Change of Contingent Policyholder (Updated: 18 Sep 2026) | |||||
| S2 | Supplementary Form( RETAIL PS/SF) (Updated: 1 Dec 2020) | |||||
| S9 | Supplementary Form for Policy Custodian Option [For Designated Plans ONLY] (Updated: 18 Sep 2026) | |||||
| S10 | Supplementary Form for Designation / Change of Contingent Policyholder [For For Designated Plans ONLY] (Updated: 18 Sep 2026) | |||||
| S11 | Supplementary Form for Death Benefit Payment Option_Designated Plans ONLY (Updated: 02 Jul 2026) | |||||
| S12 | Supplementary Form - Confirmation of Signature on Medical Examination Report (Updated: 17 Sep 2026) | |||||
| S13 | Supplementary Form - Declaration of Continued Good Health (Updated: 17 Sep 2026) | |||||
| S14 | Supplementary Form for Common Reporting Standard (Updated: 17 Sep 2026) | |||||
| S15 | Supplementary Form (Policy Servicing) (Updated: 18 Sep 2026) | |||||
| S16 | Request for Change of Insurance Intermediary (Updated: 18 Sep 2026) | |||||
| S17 | Request for Change of Insured Form (Updated: 18 Sep 2026) | |||||
| S18 | Release of Assignment Form (Updated: 18 Sep 2026) | |||||
| S19 | Assignment of Policy as Collateral Security Form (Updated: 18 Sep 2026) | |||||
| S20 | Form for Designation Change Termination of Contingent Recipient (Updated: 18 Sep 2026) | |||||
Generali Customer Hotline：3187 6187