External Transfer in - YF Life

Important Notice

1.  Please refer to Policy Administration Manual section 3.24 for details.  (updated: 24 Apr 2013)

2.  YF Life DO NOT accept transferring client from their in-house agent.

3.  All signed document should return to YF Life within 5 working days after sign date and return the completed form to SOD 2 working days before the deadline(Updated: 9 Jan 2018)

Checklist

1.  Fill in Request for Policy Change Form (A01B) ([R3])

Client needs to sign (initial is not accepted) on each single page of the form

2.  Certified identity document copy with signature and printed full name of consultant

3.  Client Data Form

4. Client Agreement

YF Life

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