Important Notice
1. Form should be submitted within 12 calendar days to OnePlatform
2. Details refer to the requirements of Chang of Ownership
Checklist (for Individual as policyowner)
1. Request for Change of Policyowner / Beneficiary Form ([R4])
2. CS eform
3. Certified Identity document(s)*** (from new owner)
HKID card/birth certification copy for HK resident, a valid travel document or a relevant national (i.e. government of state-issued) identity card bearing the individual’s photograph for non-HK resident
4. Client Agreement (CA form) (from the assignee) (updated: 11 Feb 2011)
5. W-9 or W-8BEN (if applicable) refer to important Notice item 2.
6. Address proof is not required unless it is required by Chubb Life, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
Chubb Life (ACE) Customer Hotline：28949833