Softcopy of form is accepted. If there is more than one type of handwriting on the form (such as part of handwritten content and part of computer-printed content), the proposed policy owner is required to sign on the lower right corner of each page of the form as confirmation [Memo].
SAMPLE FOR REFERENCE ONLY!
New Business Forms
Form [A1] Amendment to Application (G03) (Updated: 24 Aug 2020)
Form [A3] Authorization for Obtaining Personal Medical Information (M02) (For PHS 100+ Application) (Updated: 26 Mar 2019)
Form [A6] Application For Migrate Original Hospital Benefits Policy to New Hospital Benefits Policy (Standard Plan) (G76SE) (G76SC)
(Remark: Last Submission Date to YFLife is 30 Nov 2020) (Updated:1 Sep 2020)
Form [A7] Application For Migrate Original Hospital Benefits Policy to New Hospital Benefits Policy (Flexi Plan) (G76E) (G76C)
(Remark: Last Submission Date to YFLife is 30 Nov 2020) (Updated:1 Sep 2020)
Form [A9] Amendment to Application (G03BDFP) (Updated: 5 Jul 2021)
Form [A10] Amendment to Application (G03BDCIB) (Updated: 5 Jul 2021)
Form [A11] Application Form (G99) [Eng][Chi] (Only applicable to Guaranteed Acceptance and Simplified Underwriting Products) (Updated: 15 Sep 2023)
Form [A12] Amendment to Application (G03-ILAS) （Available for Payment of Dividend for Global InvestPlus (GBP)）(Updated: 10 Nov 2022)
Form [A13] Application Form-Life / Critical Illness / Accident / Disability Income / Medical Insurance (G08) [CHI] [ENG] (Updated: 19 Nov 2025)
Form [B1] Broker’s Memo – [FNA Missing Information] [FNA Wrong Answer] (Updated: 26 Mar 2019)
Form [C3] Consultant's Report (G01) (Updated: 26 Mar 2019) (For Assignment; New Application)
Form [C4] Customer Protection and Important Facts Statement – Policy Replacement (Updated: 29 Mar 2021)
Form [C6] Credit Card Payment Authorization (G02) [ENG] / [CHI] (Updated:24 Aug 2020)
Form [C7] Confidential Consultant's Report - Client's Background (F01) (Updated: 26 Mar 2019) (For New Application; Reinstatement; Top Up Regular Premium)
Form [C10] Credit Card UnionPay Administration Charge Acceptance Consent Form (Update: 26 Mar 2019)
Form [C11] CONFIRMATION ON RECEIPT OF POLICY DOCUMENTS (G16) (Required for policy issued on/after 09 Oct 2017. Please refer to UWD-2017-MO40-IB-HK for details.) (Updated: 26 Mar 2019)
Form [C13] Contingent Policy Owner Nomination Form (A25) (Updated: 25 Mar 2024)
Form [C14] COVID-19 RECOVERY QUESTIONNAIRE (Q34) (Updated: 25 Oct 2022)
Form [F1] Financial Statement of the Proposed Insured / Payor (F02) (Updated: 26 Mar 2019) (For Premier Choice Flexi Application, Reinstatement and Top Up Regular Premium)
Form [F2] GL30 Financial Needs Analysis Form (G43) [ENG][CHI] (Updated: 9 Jul 2024)
Form [I1] Insurance Consultant's Declaration in Respect of PRC Resident’s Insurance Application (G39) (For New Application) (Updated: 26 Mar 2019)
Form [I6] Important Facts Statement for Mainland Policyholder(G26) – For NB/Top-up/ Reinstatement (Updated: 13 Oct 2023)
Form [I8] Initial / Renewal Premium Payment Slip (Hong Kong) (Updated: 23 Jun 2022)
Form [L1] Request for Issue of Duplicate Policy (A02) (Updated: 23 Apr 2020)
Form [M1] Requisition for Medical Service Form (M03) (For PHS 100+ Application) (Updated: 29 Sep 2022)
Form [N1] Non Hong Kong Resident's Declaration (Q23) (Updated: 13 Oct 2023)
Form [N2] NOVEL CORONAVIRUS (COVID-19) QUESTIONNAIRE (Q33) (Updated: 24 Aug 2022)
Form [R12] Risk Profile Questionnaire (G43-RPQ-11/2025) [Eng][Chi] (For ILAS NB and Top Up) (Updated: 27 Nov 2025)
Form [P1] Payment Slip (G04) – Must be submitted together with payments (For Decrease Premium; Outstanding Payment; Third Party Payment; Lump Sum Top-up; Regular Premium Top-up; New Application) (Updated: 14 Oct 2020)
Form [P4] Personal Statement of Proposed Insured Proposed Policy Owner (G31) [ENG] / [CHI] (Updated: 19 Nov 2025)
Form [R5] Request for Making Advance Payment of Target Yearly Premium of Basic Plan (G58) (For Premier Choice Flexi Application Pre-payment, Target Annuity Saver / Target Education Saver)) (Updated: 26 Mar 2019)
Form [R6] Residency Questionnaire of Proposed Insured (Q27) (Updated: 26 Mar 2019)
Form [R7] Residency Questionnaire for Japanese as Proposed Insured (Q27J) (Updated: 26 Mar 2019)
Form [S1] Statement of Health – Simplified Health Underwriting Form (G80) (Updated: 10 Jun 2021)
Form [S5] Self-certification Form of Entity／Controlling Person (NB-G68CRS) (Chi Version / Eng Version) (For Corporate New Application) (Updated: 29 Dec 2020
Form [S7] SUPPLEMENT TO INSURANCE APPLICATION (G03-NF2F) (Updated: 16 Apr 2020)
Form [S9] Supplementary Information to Preeminence Plan (G03-PWL) (Updated: 3 Jul 2020)
Form [S10] Supplementary Smoking Habit Information to Preeminence Plan (G03S-PWL) (Updated: 3 Jul 2020)
Form [S11] Supplementary Information to 360 Global Accident Protector (G03-360GAP) (Updated: 29 Aug 2023)
POS Forms
Form [A2] Applicant's Authorization: Commission Disclosure (G65) (Updated: 26 Mar 2019) (Change of Policy Owner / Reinstatement / Top-up)
Form [A4] Absolute Assignment (A08) (Updated: 07 Aug 2023) (Sample)
Form [A8] Application Form For Remittance (Only Applicable to RMB account in the PRC) (Updated: 20 Oct 2023)
Form [A14] Application For Continuation of Policy Benefit Contingent Policy Owner Nomination Mental Incapacity Advance Instruction Option Policy Split Advance Instruction Option Arrangement(A28) (Only Applicable For Specific Products) (Updated: 24 Mar 2025)
Form [A15] Application For Interim Policy Owner Nomination - Only Applicable For Specific Products (A31) (Updated: 2 Apr 2025)
Form [C1] Cancellation Letter (For Cancellation of Application) (Updated: 2 Mar 2015)
Form [C2] Collateral Assignment (A07) (For Assignment) (Updated: 07 Aug 2023)
Form [C13] Contingent Policy Owner Nomination Form (A25) (Updated: 25 Mar 2024)
Form [C15] Customer Declaration of Residency Status (G03J) (Updated: 7 Apr 2025)
Form [D1] Direct Debit Authorisation (G07) (Updated: 23 Apr 2020)
Form [D4] Declaration of Individual Tax Residence (POS-G03CRS) (Chi Version / Eng Version)(Updated: 24 May 2023)
Form [E1] e-Bank-in Account Setup Application (G88-03)(Updated: 31 Mar 2023)
Form [I5] Important Notes and Risk Disclosure on Assignment to Assignor (G69) (Updated: 08 Mar 2023)
Form [I7] Important Facts Statement for Mainland Policyholder(G70) – For Assignment or Change ownership (Updated: 13 Oct 2023)
Form [L2] Lost Slip Declaration (Updated: 26 Mar 2019)
Form [P7] Premium Payment Declaration Form (G86) (Updated: 03 Feb 2025)
Form [R1] Request for Change of Policy Ownership (A20B) (For Change of Policy Owner) (Updated: 17 Mar 2025)
Form [R2] Request for Change of Policy Value Arrangement Form (A15B) (Updated: 09 Dec 2025)
Form [R3] Request for Policy Change Form (A01B) (Updated: 25 Mar 2024)
(Please note if transfer servicing agent from one consultant to another, client also need sign on the A01B form as request by YF Life.)
Form [R4] Request for Policy Surrender (A04) (For Surrender) (Updated: 06 Jan 2026)
Form [R8] Request for Change of Personal Data (A17) (For Update Personal Details) (Updated: 27 Aug 2024)
Form [R9] Request for Change of Policy Value Arrangement Form (A18) (For Whole Life Policy)(Updated: 25 Mar 2024)
Form [R10] Request for Change of Beneficiary Form (A22) (Updated: 27 Aug 2024)
Form [R11] Request for Appointment Change Termination of The Designated Beneficiary Form (A30) – Only Applicable For Medical and Critical Illness Products (Updated: 28 Aug 2024)
Form [R13] Request For Change of Insured Notification of Live Birth of Child (A23) (Updated: 27 Aug 2024)
Form [R14] Request for Change of Policy Value Arrangement Form (A27B) (For ILAS) (Updated: 06 Jan 2026)
Form [S6] Self-certification Form of Entity (POS-G68) (Chi Version / Eng Version) (For Entity) (Updated: 23 Sep 2024)
Form [S8] Self-certification Form of Controlling Person (POS-G68CP) (Chi Version / Eng Version) (For Corporate) (Updated: 23 Sep 2024)
Form [S12] Supplementary Customer Information Form (G03-EDD) (Updated: 24 Mar 2025)
Form [W1] Withdrawal From Cooling off Notification / Policy Surrender Request (A16) (Updated: 12 Apr 2019)
Claim Forms
Form [A5] Accident Benefit Claim Form (C01) (Updated: 19 Jul 2023)
Form [C8] Critical Illness & Total Disability Benefit Claim Form (C04) (Updated: 19 Jul 2023) (For PHS 100+ Application) (Updated: 23 Apr 2020)
Form [D5] Disability Income Protection Claim Form (C05) (Updated: 19 Jul 2023)
Form [H1] Hospital Benefit Claim Form (C02) (Updated: 19 Jul 2023)
Form [L3] Life Claim Application Form (C03) (Updated: 07 Aug 2023)
Form [L4] Death Claim - Letter of Authorization (Updated: 23 Apr 2020)