Softcopy of form is accepted, it is not required to sign on every single page and it is only required to sign the signature box.
For principal forms, you may refer to:
- the below form download section OR
- principal illustration system
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Form can be downloaded from "營業及推廣" > "F.I. -下載資料庫"
SAMPLE FOR REFERENCE ONLY!
New Business Forms
Form [A5] AXA Payment Form [Sample] (Updated: 13 Nov 2015)
Form [A7] Insurance Application Form LFUW079 [Eng] / ORLFUW108 [Chi] (Updated: 22 Oct 2024)
Form [A8] Investment-Linked Assurance Scheme Application Form LFUW080 [Eng] / LFUW109 [Chi] (Updated: 22 Oct 2024)
Form [B1] Bank Draft Source of Funds - Policy Owner Declaration & Insurance Broker Declaration (Updated: 19 May 2020)
Form [C6] Client Needs Analysis [Electronic Copy] (Updated: 22 Mar 2021)
Form [C8] Change of Insured / Exercise of Flexi Designation Option Request Form (Updated: 30 Oct 2024)
Form [D1] Declaration of Residency Status [Sample] (LFUW056-1306) (Updated: 10 Jul 2013)
Form [D2] Declaration for Insurance Application (Updated: 17 May 2021) [Sample] (LFUW252-2105) (Updated: 10 Jul 2013)
Form [D7] Declaration by Intermediary (Updated: 8 Aug 2016)
Form [D8] Declaration of Loss of Landing Slip (Updated: 3 Jun 2019)
Form [D9] New Direct Debit Authorisation Form for Advanced Policy Loan Interest Repayment (Updated: 02 Sep 2022)
Form [F1] Financial Questionnaire (Updated: 03 Jan 2023)
Form [F2] First-Year Premium Special Payment Mode Application Form [Memo] Policy applications submitted to AXA between 28 September 2020 and 31 December 2021 can apply for the Special Payment Mode (Updated: 15 Jan 2021)
Form [H1] Health Declarations Form (Applicable to Designated Plan/Campaign) (Updated: 14 Feb 2023)
Form [H2] Health Declaration Form (Applicable to Max Wealth Insurance Plan) (Updated: 02 Sep 2022)
Form [H3] Health Declaration Form (Applicable to JoyAhead Immediate Annuity Plan) (Updated: 15 Aug 2023)
Form [H4] Heritage Builder/Grand Heritage II/Max Goal Insurance Application Form (Insurance Broker Version) [Chi] [Eng] (Updated: 30 Oct 2024)
Important Facts Statement and Applicant's Declarations Investment-Linked Assurance Scheme ("ILAS") Policy
For Pulsar II New Application
- Form [I5] 10 Years [Sample] (Updated: 7 July 2017)
- Form [I6] 11 - 15 Years [Sample] (Updated: 7 July 2017)
- Form [I7] 16 - 20 Years [Sample] (Updated: 7 July 2017)
- Form [I8] 21 - 25 Years [Sample] (Updated: 7 July 2017)
Form [I9] Important Facts Statement for Mainland Policyholder (“IFS-MP”) – For PRC applicant, required by OCI with effect from 1 Sept 2016. For detail of (“IFS-MP”) requirements, please refer to Appendix (Updated: 1 Sept 2016)
Form [I10] ICBC AXA Credit Card Payment Authorisation (For Initial & Renewal Premium) (Updated: 3 Jan 2018)
Form [I11] Important Facts Statement – Policy Replacement (Updated: 22 Mar 2021)
Form [I2] Important Facts Statement – Premium Financing (Updated: 03 Jan 2023)
Form [M1] Medical Examination / Laboratory Test Request Form (Updated: 25 Oct 2018)
Form [M2] Medical Report Authorization Form (LFUW009-1306) (Updated: 10 Jul 2013)
Form [M3] Medical Examiner's Report (Updated: 3 Jan 2018)
Form [M4] Medical Exam Lab Test Request Form (Universal Life) (Updated: 04 Aug 2017)
Form [M5] Medical Examiner’s Report (Universal Life) (Updated: 14 Jul 2016)
Form [M6] MultiPro Critical Illness Plan Series Simplified Underwriting Campaign Form (Updated: 8 Sep 2020)
The application for a Designated Plan on the proposed insured shall be submitted successfully between 26 August 2020 and 31 October 2020 (both dates inclusive) (the “Campaign Period” (Updated: 8 Sep 2020)
Form [P7] Policy Conversion Request Form for Wealth Advance Savings Plan [Eng] [Chi] (Application Submission Period: 7 December 2019 - 29 May 2020) (Updated: 24 Dec 2019)
Form [P8] Policy Conversion Form - CritiPartner Critical Illness Plan [Handbook] (Last Submission Date to AXA: 24 Sep 2019) (Updated: 9 Aug 2019)
Form [Q1] QDAP Factsheet for Non-Face-to-Face Sales Process [ENG] [CHI] (Updated: 21 Apr 2020)
Form [S1] Supplement to Application - For General Information (LFUW067-1304)
Form [S2] Supplement to Application For Term Conversion to Major Illness Insurance (Updated: 31 May 2018)
Form [S3] Supplement to Application For Major Illness Insurance/Early Stage Major Illness Benefit/Cancer Therapy Insurance (Updated: 2 Jun 2015) (Sample)
Form [S4] Supplement to Application - For Plan Detail Changes (LFUW068-1705) (Updated: 29 May 2017) [Sample] (Updated: 27 Jun 2017)
Form [S5] Supplement to Application – Supplementary Health Information (Updated: 16 Nov 2021)
Form [S6] Supplement to Application - For Corporate Owner (Updated: 22 Oct 2024)
Form [S7] Supplement to Application For Insurance - For LI/CI (Updated: 15 Oct 2014)
Form [S8] Supplement to Application - Declaration of Trust for Proposed Insured aged below 18 (Updated: 25 Jul 2019)
Form [S9] Supplement to Application AXA "Tender Care" Programme (LFUW054-1304)
Form [S11] Supplement to Application for Precious Mom and Child Insurance (Updated: 25 Jun 2015)
Form [S12] Supplement to Application for Precious Mom and Child Insurance (Ref: MCV) (Updated: 25 Jun 2015)
Form [S13] Supplement –Tax Residency Self-Certification for Individual ENG version / CHI version (For New Business and Policy Servicing) (Updated: 30 Dec 2016)
Form [S14] Supplement –Tax Residency Self-Certification for Non-Individual (For New Business and Policy Servicing) (Updated: 30 Oct 2024)
Form [ S17] Supplement to Application for Lifelong Care Partner Insurance (Updated: 2 May 2017)
Form [S18] Supplement to Application – Consent Form for Trust (Applicable to Proposed Insured Aged below 18) (Updated: 30 Oct 2024)
Form [S19] Supplement to Application-Letter of Consent from Proposed Insured Parent / Guardian (Updated: 30 Oct 2024)
Form [S20] Supplement to Application-Declaration of VHIS Application (Updated: 17 Apr 2019)
Form [S23] Supplement to Application - Receive Annuity Payment in Cash (Updated: 15 Aug 2023)
Form [S24] Supplement to Application – Qualified Deferred Annuity Transitional Arrangement (Updated; 13 Jun 2024)
Form [S25] Supplement Form (Hong Kong) – Consents to Data Processing Pursuant to AXA’s Privacy Policy (Updated: 23 Oct 2024)
Form [U1] U Life Insurance Application Form ENG version / CHI version (Updated: 3 Jan 2018)
Form [V1] Declaration for Non-Face-to-Face Sales Process [ENG] [CHI] (Updated: 20 Apr 2020)
POS Forms
Form [A1] Absolute Assignment (For Assignment) (Updated: 22 Oct 2024) Required to submit MCV-IFS form if the Policyholder is mainlander and the application is signed on / after 1 September 2016. For details of requirement, please refer to Appendix. (Updated:5 Sep 2016)
Form [A2] Application Form for Maternity & Scholarship [Eng] / [Chi] (Updated: 17 Jun 2019)
Form [A3] AXA Vertex Annuity InvestLife Plan Miscellaneous Application Form (LFPA010-2009) (For Fund Switching / Redirection) (Updated: 22 Mar 2021)
Form [A6] Application for Policy Surrender (Updated: 22 Mar 2021)
Form [B1] Bank Draft Source of Funds - Policy Owner Declaration & Insurance Broker Declaration (Updated: 19 May 2020)
Form [C3] Cash Withdrawal / Policy Loan / Annuity Payment Application (for the traditional life product only) (Updated: 9 Jul 2024) [Sample] (Updated: 30 Jun 2014)
Form [C7] Collateral Security Assignment Form (Updated: 22 Oct 2024) [Sample] (Updated: 27 Jun 2017)
Form [C9] Contingent Owner Service Request Form (Updated: 22 Oct 2024)
Form [D3] Direct Debit Authorization (DDA) (LFUW008-1804) (Updated: 31 May 2018) [Sample] (Updated: 10 Jul 2013)
Form [D4] Direct Debit Authorization Form - China RMB Debit Card Account [Sample] (Updated:21 Dec 2015)
Form [D8] Declaration of Loss of Landing Slip (Updated: 3 Jun 2019)
Form [D10] Designation/ Change of Insured/Exercise of Flexi Designation Option Request Form (Updated: 4 Nov 2024)
Form [I3] Indemnity Declaration for Fund Switching and Change of Fund / Investment Option Allocation Instruction Application By Fax(For client to register the service for Fund Switching by Fax channel) (Updated: 10 Mar 2022)
Form [I4] InvestmentLinked Policy Service Application For Business Introduced Through Brokers (For Fund Switching / Redirection / Fund withdrawal etc.) (Updated: 8 Jan 2025)
Form [L1] Large Amount Supplement Form (Updated: 22 Oct 2024) [Sample] (Updated: 27 Jun 2017)
Form [L2] Long Term Care – Specialist Claim Form [Eng] [Chi] (For Lifelong Care Partner Insurance) (Updated: 6 Feb 2018)
Form [P1] Policy Service Application Form I (For Update Personal Details) (Updated: 21 Jan 2025) [Sample] (Updated: 27 Jun 2017)
Form [P2] Paramount Investment Insurance Plan Miscellaneous Application Form (For Fund Switching / Redirection) (Updated: 22 Mar 2021)
Form [P3] Premium Holiday Application For Investment-Linked Policy (LFPA019-1609) (Updated: 22 Mar 2021) [Sample] (For Contribution Holiday) (Updated: 27 Jan 2014)
Form [P4] Policy Service Application Form II (For Policy Reinstatement / Coverage Change) (Updated: 30 Oct 2024) [Sample] (Updated: 27 Jun 2017)
Form [P6] Policy Owner Declaration Form – Corporate Payment (Updated: 3 Jan 2018)
Form [P9] Policy Revival Offer Application Form for Medical Products (For Mainland Chinese Visitor Customer Only) (Updated: 27 Sep 2021) [Memo] (Updated: 5 Jan 2021)
Form [R1] Request for the Change of Servicing Broker (For External transfer in Servicing Broker) (Updated: 04 Mar 2024)
Form [R2] Request Form for Investment Option Management and Consultant Service Fee – Applicable for Pulsar II Plan Only (Updated:13 Dec 2021)
Form [R3] Request Form for Fund Switching and Change of Fund / Investment Option Allocation Instruction – By Fax (Insurance Broker Version) (For Fund Switching by Fax channel by client) (Updated: 8 Jan 2025)
Form [S10] Supplement to Application - Declaration of Acting on Behalf of Another Person in Connection with Insurance Application / Policy Service (LFUW074-1306) (For Change Of Ownership /Assignment) (Updated: 30 Oct 2024)
Form [S21] Simplified Reinstatement Offer Application Form (For Mainland Chinese Visitor Customer Only) (Updated: 27 Sep 2021)[Memo] (Updated: 5 Jan 2021)
Form [S22] Simplified Reinstatement Application Form [Memo] (Updated: 30 Oct 2024)
Form [T2] Trust/ Contingent Trust Service Request Form (Updated: 22 Oct 2024) [Sample] (Updated: 8 Sept 2014)
Form [U2] Letter of Undertaking Form (VISA or MasterCard credit card UnionPay RMB Debit Card AE Card for Renewal Premium Service Charge Confirmation) (Updated: 31 Jul 2020)
AXA Customer Hotline: 25191133