Forms - Generali

SAMPLE FOR REFERENCE ONLY!

Form Number Form Name Generali Life Hong Kong New Version (Sign on/after 4 Jul 2016)
New Business Form

C1 Customer Protection Declaration Form UW/GLHK/CPD (Updated: 10 Oct 2019)
C4 Controlling Person Tax Residency Self-Certification Form HKB_GLHK/SCF_CP (Updated: 11 Oct 2019)
C5 COVID-19 Questionnaire COVID-19 Questionnaire (Updated:15 Jul 2022)
D2 Declaration by Insurance Intermediary for NF2F Selling LionHarvest
Supreme Gold/LionPainter Flexi
(Updated: 19 May 2020)
E1 Entity Tax Residency Self-Certification Form HKB_GLHK/SCF_ETY (Updated: 11 Oct 2019)
F1 Financial Questionnaire UW/GLHK/FQ (Updated: 23 Nov 2022)
F2 Financial Needs Analysis Form UW/GLHK/FNA (Updated: 23 Nov 2022)
F3 FATCA Self-Certification for Entities PS/GEN/FATCA_ETY (Updated: 4 Nov 2019)
F4 FATCA Self-Certification for Individuals PS/GEN/FATCA_IND (Updated: 4 Nov 2019)
I1 Individual Tax Residency Self-Certification Form HKB_GLHK/SCF_IND (Updated: 11 Oct 2019)
I3 Important Facts Statement for Mainland Policyholder UW/GLHK/IFS_MP (Updated: 5 Jul 2024)
I4 Important Facts Statement for Mainland Policyholder - Applicable for Addition of Sum Assured Supplementary Benefit PS/GLHK_HKB/IFS_MP (Updated: 4 Nov 2019)
I5 Important Facts Statement for Mainland Policyholder - Applicable for Assignee / New Policyholder PS/NO/AGLHK_HKB/IFS_MP/NO (Updated: 4 Nov 2019)
I6 Important Facts Statement - Policy Replacement UW/GLHK/IFS_PR (Updated: 23 Nov 2022)
L1 Life Insurance Application Form UW/GLHK/eAF (Updated: 4 Oct 2024) *Please note the agent code is 56000083
P3 Pre-assessment Request Form UW/GLHK/PREUW (Updated: 19 Feb 2019)To request pre-underwriting, please fill in the Pre-assessment Request Form or the Life Insurance Application Form, append any related medical records with the proposed insured’s identity shown, and email it to 

[email protected].

S1 Special Arrangement of Premium Payment Application Form LO/SPPYT (Updated: 4 Oct 2024) – Applicable for Policy number starting with 8700xxxx
S7 Supplementary Form UW/GLHK/SF (Updated: 23 Nov 2022)
S4 Special Arrangement of Premium Payment Application Form(Trustee as Payor) PS/GEN/SAPP(TRUSTEE) (Updated: 10 Oct 2019)
S5 Supplementary Statement Form for non-Face-to-Face (non-F2F) Selling LionHarvest
Supreme Gold
LionPainter Flexi
(Updated: 19 May 2020)
S8 Source(s) of Fund/ Wealth Supplementary Information Questionnaire UW/GLHK/SOW (Updated: 03 Jun 2025)
Form Number Form Name Policy number starting with 8300xxxx Policy number starting with 8700xxxx
POS Form

(POS Manual)

(Updated: 11 Jan 2022)

A1 Assignment of Policy as Collateral Security / Release of Assignment Form PS/GEN/CARAF 

(Updated: 23 Nov 2022)

PS/GEN/CARAF

(Updated: 23 Nov 2022)

C2 Credit Card Payment Authorization Form RETAIL PS/CCAF(Updated: 23 Nov 2022) RETAIL PS/CCAF(Updated: 23 Nov 2022)
C3 China Medical Service Appointment Form UW/GLHK/CMSF(Updated: 10 Oct 2019)
D1 Direct Debit Authorization Form PS/GHKB/DDAF(Updated: 23 Nov 2022)

(Sample) (Updated: 13 Nov 2015)

PS/GLHK/DDAF(Updated: 23 Nov 2022)
D3 Deposit to Premium Deposit Fund Request Form (PS/GEN/PDF)

MEMO (Updated: 02 Nov 2020)

L2 Request for Change of Policyholder Form PS/CHG_PH (Updated: 9 Jul 2025) PS/CHG_PH (Updated: 9 Jul 2025)
M1 Medical Service Appointment Form UW/GLHK/MSF(Updated: 10 Oct 2019)
R1 Request for Withdrawal Form PS/WDL (Updated: 7 Oct 2024) PS/WDL (Updated: 7 Oct 2024)
R3 Request for Policy Cancellation/Surrender Form (For Policy Issued by Generali Life (Hong Kong) Limited) PS/SUF (Updated: 7 Oct 2024) PS/SUF (Updated: 7 Oct 2024)
R4 Request for Policy Change Form - Non-Financial RETAIL PS/NF(Updated: 9 May 2025) RETAIL PS/NF(Updated: 9 May 2025)
R5 Request for Policy Change Form – Financial RETAIL PS/PCF (Updated: 23 Nov 2022) RETAIL PS/PCF (Updated: 23 Nov 2022)
R6 Request for Application of Policy Loan Form PS/LN(Updated: 4 Oct 2024) PS/LN(Updated: 4 Oct 2024)
T1 Trust Verification Form HKB_RLO(Updated: 4 Oct 2024) GLHK_RLO
(Updated: 1 Dec 2020)
Requirement of events for TIN (Tax Identification number)  (Updated: 13 May 2016)
S6 Supplementary Form for Designation / Change of Contingent Policyholder  (Updated: 4 Oct 2024)
S2 Supplementary Form( RETAIL PS/SF) (Updated: 1 Dec 2020)

Generali Customer Hotline:3187 6187

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