Surrender – Clerical – OnePortal WordPress

Important Notice

1. All the form details must be filled in ENGLISH.

2. CMI no longer issue cheque for surrender payment.

3. Please issue service log to request for Full/Partial Surrender Value two days before request is submitted

4. For cut off time, please refer to the Cut-off time table

Checklist
Partial Surrender:
1. Partial Surrender Request Form ([P1]) or written instruction (Updated: 23 Nov, 2012)

As CMI no longer issue cheque for surrender payment, client must provide the Telegraphic Transfer (TT)

details in the partial surrender form.

2. Certified true copy of identity document of Policy Owner. For non-Hong Kong/Macau permanent resident, nationality proof/travel documents copy (e.g. passport copy) is also required.

3. Certified copy of Proof of Residential Address (ie Utility Bill/ Bank Statement/ Tax Return)

4. Letter of MVA (MVA charge will apply if surrender effective date earlier than free MVA date)

5. Full / Partial Surrender value confirmation signed by client (request via service log)

6. CS eform

Surrender:
1. Full Surrender Form ([F1])

As CMI no longer issue cheque for surrender payment, client must provide the TT details in the surrender form.

CMI cannot process surrender until CMI receive the original surrender request. (updated: 1 March, 2012)

2. Original Policy document

If client lost the Original Policy document, client need to declare that he/she has lost the policy on the surrender form

3. Certified true copy of identity document of Policy Owner. For non-Hong Kong/Macau permanent resident, nationality proof/travel documents copy (e.g. passport copy) is also required.

4. Certified copy of Proof of Residential Address (ie. Utility Bill/ Bank Statement/ Tax Return)

5. Letter of MVA (MVA Charge will apply if surrender effective date earlier than free MVA date)

6. Full / Partual Surrender value confirmation signed by client (request via service log)

7. CS eform

Clerical