SAMPLE FOR REFERENCE ONLY!
New Business Forms
Form [C1] CRS Self-Certification Form - Individual (Updated: 14 Jul 2025)
Form [C2] CRS Self-Certification Form – Entity (For Corporate Application) (Updated: 14 Jul 2025)
Form [C3] CRS Self-Certification Form - Controlling Person (For Corporate Application) (Updated: 14 Jul 2025)
Form [C4] Customer Background Report (Updated: 04 Feb 2025)
Form [C5] CUSTOMER PROTECTION DECLARATION FORM and Important Facts Statement - Policy Replacement (Updated: 16 Nov 2021)
Form [D2] Declaration of Good Health (Updated: 15 Jan 2024)
Form [D3] Declaration of Insurable Interest (Updated: 15 Jan 2024)
Form [D4] Declaration of Collateral Assignment (Updated: 12 Jan 2024)
Form [I2] Important Facts Statement for Mainland Policyholder (Updated: 22 Aug 2016)
Form [I3] Important Facts Statement for Premium Financing (Updated: 16 Nov 2022)
Form [I4] Important Facts Statement and Applicant’s Declarations (IFS-AD) [Eng] [Chi] (Updated: 14 Oct 2024)
Form [F1] Financial questionnaire (for Forever Legacy Whole Life Plan & Forever Glorious ULife Plan) (Updated: 15 Jan 2024) / (except Forever Legacy Whole Life Plan & Forever Glorious ULife Plan) (Updated: 15 Jan 2024)
Form [F2] Financial Needs Analysis (Updated: 22 May 2023)
Form [M1] Medifast MCV Service Booking Form (Updated: 15 Jul 2016)
Form [M2] 抵港內地居民保單申請認證聲明書–適用於快驗保 (Updated: 15 Jul 2016)
Form [M3] 抵港內地居民保單申請認證聲明書（適用於保險經紀人認證） (Updated: 12 Apr 2018)
Form [P1] Notice of Collateral Assignment (Updated: 12 Jan 2024)
Form [P3] Product Factsheet of BOC Life Deferred Annuity (Fixed Term) (Updated: 08 Oct 2021)
Form [P4] Product Factsheet of SmartViva Flexi VHIS (Updated: 13 Apr 2022)
Form [P5] Product Factsheet of BOC Life Standard VHIS (Updated: 13 Apr 2022)
Form [P6] Product Factsheet of BOC Life Deferred Annuity (Lifetime) (Updated: 08 Oct 2021)
Form [S1] Supplementary Statement (Updated: 11 Aug 2025)
Form [S2] Supplementary Statement (Signed in HKSAR) (Updated: 11 Aug 2025)
Form [S3] Supplementary Statement (Signed in Hong Kong) (Third party payment declaration) (Updated: 20 Sep 2018)
Form [S4] Simplified Underwriting Questionnaire (Updated: 15 Jan 2024)
Form [S5] Supplementary Statement signed in HKSAR for Visa / MasterCard (Updated: 15 Jan 2024)
Form [S6] Supplementary Statement(For FNA) [Individual Version] [Sample] (Updated: 15 Jan 2024) [Corporate Version] (Updated: 13 Jan 2025)
Form [S7] Supplementary Statement (for eStatement eCorrespondence Service) (Updated: 27 May 2022)
Form [S8] Supplementary Statement Form – Grandparents (Updated: 11 Aug 2025)
Form [T2] Traditional/Universal Life Insurance Application Form (Updated: 14 Jul 2025)
Form [V1] VHIS Underwriting Questionnaire-Applicable for applying VHIS Rider (Updated: 15 Jan 2024)
POS Forms
Form [A1] Application For Policy Change - General (Updated: 31 May 2024) (For Change of Premium Payment Mode / Method)
Form [A2] Application for Change of Investment Choices / Change of Universal Life Insurance Form (Updated: 14 Oct 2024)
Form [A3] Application For Payment (Updated: 11 Feb 2025)
Form [A4] Application for Key Personal Information Change (Updated: 12 Jan 2024) (For Update Personal Details, Change of Beneficiary, Change of Policy Owner)
Form [A5] Application For Policy Loan on Universal Life (Updated: 12 Jan 2024)
Form [A6] Application for Policy Change-Benefits (Updated: 7 Apr 2025)
Form [A7] Application For Autopay (Updated: 31 May 2024)
Form [A8] Application for Change of Insured - Applicable to SmartUp Plus Whole Life Insurance Plan applied on or after 2019/05/01 [Guideline] (Updated: 12 Jan 2024)
Form [A9] Application for Nomination of Contingent Insured (Applicable to Eternal Fortune Global Whole Life Insurance Plan only) (CHI_TC ) (CHI_SC) (Updated: 12 Jan 2024)
Form [B1] Beneficiary Designation Form [Sample] (Updated: 16 Oct 2018)
Form [T1] Third Party Payment Declaration Form (Updated: 28 May 2025)
Form [P1] Notice of Collateral Assignment (Updated: 12 Jan 2024)
Form [P2] Payment Declaration Form-Bank Draft (Updated: 2 Jul 2024)
Form [R1] Request Form for Change of Servicing Broker (Updated: 15 Jan 2024)
BOCG Life Customer Hotline：21608878