New Business Forms
Form [A3] Automatic Exchange of Information – Self-certificate for Entity (Updated: 21 Sep 2023)
Form [A4] Automatic Exchange of Information – Self-certificate for controlling person (Updated: 21 Sep 2023)
Form [B1] Business insurance questionnaire (Updated: 23 Dec 2022)
Form [C4] Corporate Policyholder Requirement Checklist (Updated: 21 Sep 2023)
Form [D1] Declaration for intermediaries in relation to business conducted with residents of Mainland China (Updated: 27 Feb 2023)
Form [D2] Declaration for residents of mainland China (Updated: 27 Feb 2023)
Form [D3] Declaration for intermediaries in relation to business conducted with residents of Taiwan (Updated: 12 Apr 2023)
Form [D4] Declaration for residents of Taiwan (Updated: 12 Apr 2023)
Form [D5] Declaration for intermediaries in relation to business conducted with residents of the Republic of Korea (Updated: 12 Apr 2023)
Form [D6] Declaration for residents of the Republic of Korea (Updated: 12 Apr 2023)
Form [F1] Financial Questionnaire (Updated: 26 May 2021)
Form [F2] Financial Needs Analysis Form (Updated: 05 Sep 2022) Guide (Updated: 18 Sep 2025)
Form [F3] Financial needs analysis form (applicable to corporate proposer/policyholder) (Updated: 23 Dec 2022)
Form [H1] Health and Lifestyle Questionnaire (for simplified underwriting) (Updated: 18 Apr 2023)
Form [H2] Health and lifestyle questionnaire (Updated: 18 Apr 2023)
Form [I1] Important Facts Statement – Policy Replacement (Updated: 26 May 2021)
Form [I7] Important Facts Statement for Mainland Policyholders (IFS-MP) Form (Updated: 19 Oct 2021)
Form [I8] Matterhorn: Important Facts Statement and Applicant Declarations ILAS (Updated: 5 Dec 2024)
Form [I9][I10][I11] Swiss Elite: Important Facts Statement and Applicant Declarations ILAS (Payment Term 2 years / 10 years / 20 years) (Updated: 5 Dec 2024)
Form [L1] Life Insurance Application Form (Updated: 18 Sep 2025)
Form [L2] ILAS Application Form (Updated: 16 Nov 2023)
Form [L3] Life insurance application form – for investment-linked assurance scheme (applicable to corporate proposer) (for ILAS product) (Updated: 30 Mar 2023)
Form [L4-L5] Life insurance application form – for investment-linked assurance scheme (Protection) (For Swiss Elite) [Individual] / [Corporate] (Updated: 5 Jul 2024)
Form [L6] Life insurance application form (applicable to corporate proposer) (for life product) (Updated: 20 Jul 2023)
Form [M1] Method of Payment Form (Updated: 24 Sep 2021)
Form [R2] Risk Profile Questionnaire （請注意，版本編號為3ZL-NBS-RPQ-00236-ET-0921（列印於表格的左下角）的「風險承擔能力問卷」將由2022年7月1日起不被接受。下載版本編號為2ZK-NBS-RPQ-00236-ET-0921为新版本。） (Updated: 16 Jun 2022)
Form [R4] Risk profile questionnaire (applicable to corporate policyholder/proposer) (for ILAS product) (Updated: 23 Dec 2022)
Form [S1] Supplementary Information Form (Updated: 27 Apr 2021)
Form [T2] 投保驗證確認書 (Updated: 06 Dec 2022)
Form [W1] Witness's Declaration (Updated: 30 Sep 2021)
POS Forms
Form [A1] Automatic Exchange of Information (Individual) (Updated: 21 Sep 2023)
Form [A2] Appointment / Change of Contingent Life Insured Form (Updated: 21 Sep 2023)
Form [A5] Accident insurance claim form (Updated: 21 Jun 2023)
Form [B2] Beneficiary designation form (Updated: 16 Sep 2025)
Form [C1] Claim Statement (Death_Payor Benefit Insurance) (Updated: 30 Jul 2020)
Form [C2] Change of Policyholder Form (Individual) (Updated: 16 Sep 2025)
Form [C3] Change of Policyholder Form (Applicable to corporate policyholder) (Updated: 16 Sep 2025)
Form [C5] Client Consent Letter (Updated: 24 Jul 2024)
Form [D7] Death Benefit Settlement Option Form (Updated: 12 Apr 2023)
Form [I6] Investment Choice Change Form (Updated: 21 Sep 2023)
Form [M1] Method of Payment Form (Updated: 24 Sep 2021)
Form [M2] Medical Examination Report (Updated: 30 Jul 2020)
Form [M3] Medical or Hospital cash claim form (Updated: 21 Jun 2023)
Form [N1] Nomination / Change of Contingent Policyholder Form (Updated: 16 Sep 2025)
Form [N2] Nomination Change of contingent policyholder form (Updated: 16 Sep 2025)
Form [P1] Personal Data Alteration Form (Updated: 21 Sep 2023)
Form [P2] Policy Alteration Form (Updated: 16 Sep 2025)
Form [P3] Payment Settlement Form (Updated: 18 Apr 2023)
Form [P4] Premium Payment Declaration (for residents of Mainland China only) (Updated: 21 Sep 2023)
Form [R1] Request for Policy Copy Form (Updated: 21 Sep 2023)
Form [R3] Request for policy encashment [Eng] [Chi] (Updated: 15 Jul 2025) (For Magnitude Plan / Matterhorn) (Updated: 20 Dec 2023) Need Certified true copy of identity document of Policy Owner even it has been submitted during NB application. For non-Hong Kong/Macau permanent resident, nationality proof/travel documents copy (e.g. passport copy) is also required.(Updated: 08 Mar 2023)
Form [R5] Request for Retirement Income or Regular Withdrawal (Updated: 20 Dec 2023)
Form [T1] Third Party Payment Form (Updated: 24 Sep 2021)
Customer Care Hotline of ZILHK : (852) 3405 7150