Important Notice
1. AIA forms should be submitted to SOD within 10 calendar days after sign date of client.
2. All the form details must be filled in ENGLISH.
3. AIA accept original printed copy, photocopy or printed copy from our own printer. (updated 4 March 2009)
4. Policy owner should have insurable interest between the beneficiary, acceptable example:
Father / Mother / Sister / Brother / Daughter / Son.
5. Beneficiary's ID copy is not required except fiancé or fiancée.
6. Beneficiary can be the policy owner.
7. According to AIA, please read the Requirement for Signature of Witness
8. Obtain ID/passport number of the new beneficiary (Updated: 31 Mar 2012)
9. Policy number must be filled on all AIA POS Request for Change Form, otherwise, AIA will not process the request and will return the request form. (Updated: 15 Mar 2017)
10. For Change of Beneficiary, witness must sign and write the name on the form. (Updated: 15 Jan 2018)
Checklist
1. Request for Change of Beneficiary / Signature / Ownership / Trustee ([R5])
If the applicants/policy owners want to designate a trustee to receive death proceeds for and on behalf of the minor beneficiary (beneficiary who is under the age of 18):
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For New Business - Please complete and submit the "Designation of Trustee of a Minor Beneficiary Form" (OPUAIF83)
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For Existing Policy - Please complete and submit the "Request for Change of Beneficiary and Appointment of Trustee of a Minor Beneficiary" (OPPOSF29) (updated 4 May 2010)
2. CS eform
AIA Customer Hotline: 22328888