New Business Forms
Form [B1] Non Face-To-Face Broker Training Attendance Sheet (Updated: 11 Apr 2022)
Form [C1] Non Face to Face Checklist for Broker Licensed Intermediary (Updated: 11 Apr 2022)
Form [C2] Consent Of Parent Or Legal Guardian (Updated: 06 Mar 2024)
Form [C3] Customer Declaration Form (applicable to Golden Promise Annuity Insurance Plan) (Updated: 24 Nov 2025)
Form [D1] Declaration and Acknowledgement (application for non Face-to-Face Distribution) (Updated: 11 Apr 2022)
Form [F1] China Pacific Life FNA (Updated: 20 Nov 2025)
Form [F2] Financial Status Questionnaire (Updated: 3 Mar 2025)
Form [I1] Insurance Application Form (Simplified UW) (Updated: 20 Nov 2025) [Sample] (Updated: 30 Nov 2022)
Form [I2] Important Facts Statement – Policy Replacement (Updated: 11 Apr 2022)
Form [I3] Insurance Application Form (Simplified UW) (NF2F) (Updated: 11 Apr 2022)
Form [I4] Important Facts Statement -- Mainland Policyholder (Updated: 3 Mar 2025)
Form [I5] Insurance Application Form (Full Underwriting) (Updated: 20 Nov 2025)
Form [L1] Licensed Insurance Intermediary Report (Updated: 13 Mar 2023)
Form [L2] License Insurance Intermediary Declaration for Non Face-To-Face Distribution (Updated: 11 Apr 2022)
Form [N1] NB application Check List (Updated: 30 Nov 2022)
Form [S1] Supplementary Statement (Updated: 30 Nov 2022)
Form [S2] Self-Certification Form for Tax Residency – Individual (Updated: 16 Jul 2024)
Form [S4] Self-Certification Form for Tax Residency - Entity (Updated: 16 Jul 2024)
Form [S5] Self-Certification Form for Tax Residency - Controlling Person (Updated: 16 Jul 2024)
Form [S6] Simplified Underwriting Questionnaire (Updated: 20 Nov 2025)
POS Forms
Form [C3] Collateral Assignment Form (Updated: 16 Jul 2024)
Form [D2] Direct Debit Authorization (Updated: 16 Jul 2024)
Form [N2] Nomination of Contingent Owner (Updated: 2 Jan 2025)
Form [P1] Payment Declaration Form (Updated: 2 Jan 2025)
Form [R1] Request for Change of Ownership (Updated: 16 Jul 2024)
Form [R2] Request for Change of Policy Coverage (Updated: 16 Jul 2024)
Form [R3] Request for Financial Service (Updated: 3 Nov 2025)
Form [R4] Request for Policy Change (Non-Financial Related) (Updated: 11 Jun 2025)
Form [R5] Request for Policy Surrender or Cancellation (Updated: 11 Jun 2025)
Form [R6] Request for Access to Information (Updated: 16 Jul 2024)
Form [R7] Request for Change of Insured (Updated: 2 Jan 2025)
Form [R8] Request for First-time Issue / Reissue of Policy (Updated: 3 Jan 2025)
Form [R9] Request for Change of Beneficiary and Beneficiary Option (Only applicable to specified insurance plans) (Updated: 3 Nov 2025)
Form [S2] Self-Certification Form for Tax Residency – Individual (Updated: 16 Jul 2024)
Form [S4] Self-Certification Form for Tax Residency - Entity (Updated: 16 Jul 2024)
Form [S5] Self-Certification Form for Tax Residency - Controlling Person (Updated: 16 Jul 2024)
Customer Service Hotline: (852) 22139002