For principal forms, you may refer to:
- the below form download section OR
- principal illustration system (Personal User ID and Password are required )
Login: https://api.hkprod.manulife.com.hk/ext/hk-ado-root-web-app/auth-app/login/broker
(Updated: 15 Dec 2025)
Form can be downloaded from "資源" > "表格搜尋"
The following Forms and Samples for your reference ONLY
New Business Forms
Form [A3] Application Supplement with FATCA declaration (Updated: 2 Feb 2017)
Form [A5] Application Supplement (Form 856) (Updated: 23 Dec 2025)
Form [A9] Agent's Report for Large Case (Updated: 23 Dec 2025)
Form [A13] Application for Traditional Products (B03) (Updated: 23 Dec 2025)
Form [A15] Application Form for VHIS Migration Program (Updated: 27 Jul 2021)
Form [A16] Application Supplement (to the Application Form for “VHIS Migration Program” / “Manulife Supreme VHIS Migration Program”) (Updated: 16 Mar 2020)
Form [A17] Appendix (Applicable to VHIS Applications only) (Form 856_VHISBS) [MEMO] (Updated: 15 Oct 2019)
Form [A18] Application Supplement (Form856 _NF2F_QDAP) [ENG][CHI] (Updated: 28 Feb 2020)
Form [A19] Application Supplement (Form 856_NF2F_HK_VHIS+nonPar) [ENG] [CHI](Updated: 29 Sep 2022)
Form [A20] Application Form for Manulife Supreme VHIS Migration Program (Applicable for ”Migration Of ManuMaster Healthcare Series/Benefit ManuShine Healthcare Series/Benefit Only) (Updated: 27 Jul 2021)
Form [A27] Application Supplement (Form856_BC) (Updated: 27 Apr 2022)
Form [B2] Business Insurance Questionnaire (Updated: 23 Dec 2025)
Form [C1] CPD Form (For GRIP Application) (Sample)
Form [C6] Critical Illness Questionnaire for ManuSilver Care / ManuAmber Care [CHI] / [ENG] (Updated: 23 Dec 2025)
Form [D4] Declaration Form for Insurance Application by Non Hong Kong Resident(s) [MCV001] (Updated: 23 Dec 2025)
Form [D8] Declaration For Same-sex Married Partner as Policyowner (Updated: 23 Dec 2025)
Form [D9] Declaration of Policyowner For Nominating Cohabiting Domestic Partner as Beneficiary (Updated: 23 Dec 2025)
Form [D10] Direct Debit Authorization [USD Account Autopay] – Bank of China (HK) (T19) (for NB) (Updated: 23 Dec 2025)
Form [D12] Declaration of Parent-Child Relationship (U70) (Updated: 23 Dec 2025)
Form [F1] Financial Questionnaire (U01) (Updated: 23 Dec 2025)
Form [F3] Financial Needs Analysis [Chi] [Eng] (Updated: 23 Dec 2025)
Form [F4] NF2F Fact Sheet (Updated: 12 Jan 2021)
Form [G1] Gout or Hyperuricemia Questionnaire (U54) (Updated: 23 Dec 2025)
Form [H2] Hypertension Questionnaire (U53) (Updated: 23 Dec 2025)
Form [H3] Hyperlipidemia (Hypercholesterolemia/Hypertriglyceridemia) Questionnaire (U56) (Updated: 23 Dec 2025)
Important Facts Statement and Applicant’s Declarations
Form [I1] IFS-AD for Apollo Protection Linked Plan (Premium Term: 10 years) (Updated: 23 Dec 2025)
Form [I2] IFS-AD for Apollo Protection Linked Plan (Premium Term: 15 years) (Updated: 23 Dec 2025)
Form [I3] Important Facts Statement – Premium Financing” (“IFS-PF”) (IFSPF) (Updated: 23 Dec 2025)
Form [I4] Important Facts Statement - Policy Replacement (Updated: 23 Dec 2025)
Form [I6] Important Facts Statement - Mainland Policyholder (Updated: 23 Dec 2025)
Form [I8] Individual Tax Residency Self-Certification Form ( CRS ) (For NB) (Updated: 23 Dec 2025)
Form [I9] Important Facts Statement And Application‘s Declarations For ILAS (Updated: 23 Dec 2025)
Form [L1] Laboratory Test Requisition Form (U29) (Updated: 23 Dec 2025) (Sample)
Form [L3] Loss of Manulife Outpatient Benefit Card Declaration and Replacement Card Application Form (Updated: 30 Oct 2017) (T37)
Form [M1] Examination Service Fax Order Form (Updated: 5 Jun 2019) (Sample)
Form [M3] ManuLove Care Supplementary Form (Updated: 23 Dec 2025)
Form [M7] MCV Customers Declaration / Authorization Form (MCV003) (Updated: 12 Jul 2019)
Form [M11] Manulife Investment Plus 2 Application From (MS01_B) (Updated: 23 Dec 2025)
Form [O1] Occupation Questionnaire (U22)(Updated: 23 Dec 2025) (Sample)
Form [R1] Residential Questionnaire (Updated: 5 Jun 2019) (Sample)(U42) (Updated: 28 Oct 2014)
Form [R2] Risk Profile Questionnaire (Updated: 4 May 2021)
Form [S4] Simplified Application for Savings Products (B03S) (Updated: 23 Dec 2025)
Form [T1] Third Party Interests Form (AML03) (Sample)
Form [U2] Uterine Fibroid Questionnaire (U62) (Updated: 23 Dec 2025)
Form [W1] Wart/Benign Skin Lesion Surgery Claim - Supplementary Form (C_ENQ02) (Updated: 5 Jul 2022)
POS Forms
Form [A1] Application for Change in Policy (T02) (Updated: 23 Dec 2025) (Sample) (Updated: 11 Sep 2015)
Form [A2] Application For Change / Policy Payment (Investment-Linked Policy) (T31) (For Fund Switching / Redirection) (Updated: 23 Dec 2025)
- [Sample] (For Withdrawal) (Updated: 13 May 2016)
- [Sample] (For Surrender) (Updated: 13 May 2016)
Form [A6] Agent's Report (Sample) (For Death Claim)
Form [A10] Application for Regular withdrawal (T38) (Traditional Policy) (Updated: 23 Dec 2025)
Form [A11] Application Supplement – Continuation of supplementary Benefit(s) Upon Plan Termination by Claim Payment (Updated: 25 Apr 2017)
Form [A22] Application for Payout Distribution Investment Choice (Manulife Investment Solutions/Manulife Investment Plus) (T39)(Updated: 26 Jul 2024)
Form [A23] Application for Change of Policy Ownership (Deceased Policyowner) (T42) (Updated: 06 Jan 2026)
Form [A24] Application for Dividend Coupon Withdrawal or Transfer (Traditional Universal Life Policy) (T28a) (Updated: 23 Dec 2025)
Form [A25] Application for Maturity Withdrawal / Surrender (Traditional / Universal Life Policy(T28b) (Updated: 23 Dec 2025)
Form [A26] Application for Change of Life Insured (T40) (Updated: 23 Dec 2025)
Form [A28] Autopay Arrangement Form (T02c) (Updated: 23 Dec 2025)
Form [A29] Application for Change of Life Insured to Contingent Life Insured (T41) (Updated: 23 Dec 2025)
Form [B1] Beneficiary Designation Form (T02b) (Updated: 23 Dec 2025)
Form [C2] Change of Contact Details Form (Updated: 23 Dec 2025) (Form CS01a) (For Update Personal Details) (Updated: 10 Nov 2015)
Form [C3] Customer Acknowledge letter for PRC client (Sample)(For MSIP Application; Assignment)
Form [C5] Change of Personal Particulars Form (Form CS01b) (For Update Personal Details)(Updated: 23 Dec 2025)
Form [C7] Controlling Person Tax Residency Self-Certification Form (CRS) (Updated: 23 Dec 2025)
Form [C8] Credit Service for Hospitalization-Pre-Authorization Request Form (Updated: 20 Mar 2020)
Form [C9] Claim Form for Accident (C12)(Updated: 23 Dec 2025)
Form [C10] Claims Supplementary Form –Personal Information Collection Statement (“Supplementary Form”) (CPIP)(Updated: 23 Dec 2025)
Form [C11] Claim Form for Major Disease - Cancer (C10)(Updated: 23 Dec 2025)
Form [C12] Claim Form for Major Disease - Part I (CIP1)(Updated: 23 Dec 2025)
Form [C13] Claim Form for Major Disease - Total And Permanent Disability (C22)(Updated: 23 Dec 2025)
Form [D2] Deed/Release of Assignment (Applicable to all policies including MISO/MSIP/MIPLUS) (Updated: 23 Dec 2025)
Form [D3] Direct Debit Authorization - DBS(USD Account) (T19) (For CS) (Updated: 23 Dec 2025) (Sample)[T19_USD_DBS (10/2015) (Updated: 4 Nov 2015)
Form [D5] Deed of Absolute Assignment (T07_AA) (Updated: 23 Dec 2025)
Form [D6] Deed of Absolute Assignment (WM10) (For MISO/MSIP/MIPLUS only) (Updated: 23 Dec 2025)
Form [D11] Direct Debit Authorization (DDA) and Direct Credit Arrangement (DCA) (T19) (Updated: 23 Dec 2025)
Form [E2] Entity Tax Residency Self-Certification Form (Updated: 23 Dec 2025)
Form [I1] Important facts statement and applicant's declarations for TOP UP applications [Alpha][Eng] [Chi] (Updated: 23 Dec 2025)(Sample) (Updated: 25 Apr 2017)
Form [I2] Important facts statement and applicant's declarations for TOP UP applications [Matrix] [Eng] [Chi](Updated: 23 Dec 2025)
Form [I7] Individual Tax Residency Self- Certification Form (CRS & FATCA) (For CS) (Updated: 23 Dec 2025) [Guideline] (Updated: 30 Nov 2018)
Form [L2] Letter of Transfer Servicing Agent (Sample)(For Transfer in Servicing Agent)
Form [M5] Matrix - Regular Top-up Premium in Privilege Top-up Account via Direct Debit (T31_A) (Updated: 23 Dec 2025)
Form [M8] Manulife Investment Solutions/Manulife Investment Plus Investment Choice Services Form (WM02) (Updated: 23 Dec 2025)
Form [M9] Manulife Investment Solutions/Manulife Investment Plus/Manulife Secure Incomeplus Services Form (By Fax) (Updated: 2 Dec 2019)
Form [M10] Medical Insurance-Hospitalization and Surgical Claim Form (C13) (Updated: 23 Dec 2025)
Form [P2] Proof of Death (Claimant's Statement) (C01) (Updated: 23 Dec 2025) (Sample) (For Death Claim) (Updated: 8 July 2014)
Form [P3] Payment Instruction Form (AML05) (Updated: 6 Aug 2020)
Form [P4] Payment Instruction Form for Allinpay (Updated: 23 Dec 2020)
Form [P5] Policy Summary - For Premium Collection Use Only (Updated: 23 Dec 2020)
Form [P6] Payment Instruction Form (AML06) (Updated: 23 Dec 2025)
Form [R4] Request for Ownership Reversion in Juvenile Policy (T29) (Updated: 23 Dec 2025)
Form [S1] Switching Form (BY FAX) For Investment-Linked Policy (T35) (Updated: 5 Jun 2019)
Form [S2] Supplementary Form for Levy (Updated: 5 Dec 2018)
Form [S3] Supplementary Form For Appointment Or Change Of Successive Policyowner (SPOWNER) (Updated: 23 Dec 2025)
Form [U1] Application For Reinstatement / Statement of Insurability (U36) (For Reinstatement, Traditional Insurance Application) (Updated: 23 Dec 2025) - [Sample] (Updated: 28 Aug 2014)
Manulife Customer Hotline: 21081188 /25103941