New Application - China Life

(即中華人民共和國居民身份證人士以旅遊或探親簽證來港人士)

*非持有中華人民共和國居民身份證人士

a) 中華人民共和國前往港澳通行證(俗稱單程證)

b) 港澳居民來往內地通行證(回鄉卡)

c) 香港特別行政區簽證身份書(DI)

d) 香港特別行政區居留權證明書

註︰沒有上述證明文件之中國內地投資移民人士會按第2項處理

1

Client Data Form

2

Client Agreement 

3

Sample of Protector Critical Illness Insurance Plan (Updated: 30 Aug 2022)

Sample of Noble Legend Life Insurance Plan (Updated: 27 Oct 2022)

Sample of Regal Prime Wealth Planner (Updated: 11 Jan 2024)

Sample of Regal Elite Wealth Planner (Updated: 3 Jun 2024 )

Sample of Wise Legend Multi-Currency Plan (Excel) (Updated: 16 Sep 2024 )

Sample of TotalGuard Critical Illness Multiple Protector Series and Treasured Version (Updated: 17 Feb 2025)

Sample of Infinity Love Wealth Planner (Updated: 19 May 2025)

Sample of MyHarvest Savings Insurance Plan III (Updated: 7 Jul 2025)

Sample of Regal Heritage Savings Insurance Plan (Updated: 11 Jul 2025)

Sample of Wise Legend Multi-Currency Insurance Plan (Excel) (Updated: 15 Jul 2025)

Sample of Supreme Fortune Savings Insurance Plan (Premier) (Updated: 06 Aug 2025)

Sample of Comfort Life Deferred Annuity Plan (Updated: 03 Sep 2025)

Sample of Glory Income Insurance Plan (Updated: 13 Jan 2026)

1.

Application Form

     - Sample of Eminent Fortune Wealth Planner II (Updated: 22 Nov 2023)

Traditional Products: Normal Underwriting Application 

• Copy of application form is not accepted
• For Simplified Underwriting, Section 4,5 & 6 can be skipped
• Goal 5 Insurance Plan is with simplified underwriting
• For Prepayment, please tick "Annual" and "No. of year(s) to be prepaid" under Premium Mode on p.4 and write down the no. of year(s) to be prepaid.

2.

Illustration

 Whole set illustration document

3.

Certified HKID Copy 

• 成人 : 香港身份證副本
• 兒童 (香港出世) : 出世紙或香港身份證副本
  兒童 (外地出世，現定居香港) : Certified 回港證 或 簽證身份書副本 (可不需提供出世紙)

4.

Supplementary Financial Statement for Personal Covers ([S2])

• If applicable
• please refer to below Financial Requirement

5.

Payment Method for Initial Premium

• 新單保費繳費指引 [clear version] [highlighted version] (Updated: 1 Sep 2025)
  

6.

GL30 Financial Needs Analysis Form ([F2]) 

Suitability Assessment Questionnaire (SAQ) for Medical Insurance Product (Submit with FNA) [S17]

Suitability Assessment Questionnaire (SAQ) for Medical Insurance Product (FNA Exempted Product) [S18]​​​​​​​

Important Facts Statement for Premium Financing [I3] 

• Dated MUST be on or before Application Date
• [GL27-30 FNA Guideline] [Memo] (Updated: 29 Jan 2021)
• ​​​​​​​​​​​​​​[Product Mapping Table](The product mapping table is for reference only. Please only recommend products which are on shelf at the time you make the recommendations.)
• GL30 China Life Sample FNA: - Sample FNA for Graceful Life Deferred Annuity Plan II (Updated: 3 Mar 2021)
• Regal Elite Wealth Planner FNA Guideline (Updated: 3 Jun 2024)
• 新負擔能力規則例子 (Updated: 19 Sep 2025)

7.

Self-Certification Form – Individual (For New Business Use) ([S6]

Self-Certification Form – Controlling Person (For New Business Use) ([S7]

Self-Certification Form – Entity (For New Business Use) ([S8]

8.

Address proof is not required unless it is required by China Life, or Oneplatform has to conduct further verification with the client’s identity. (Updated: 26 Oct 2017)

9.

Supplementary Information Form - Applicable to Qualifying Deferred Annuity Policy

This supplement information form is generated together with the Illustration.

10.

Supplementary Information Form - Applicable to Ultimate Fortune Wealth Planner Series

This supplement information form is generated together with the Illustration and MUST BE SUBMITTED TOGETHER WITH NEW APPLICATION

11.

• If applicable

12.

Policy Assignment Declaration [D6]

Policy Assignment Declaration is required for "Premium Financing" (Updated: 26 Jul 2021)

13.

Health Declaration – For Voluntary Health Insurance Scheme Policy 「Guard Your Health / Healthy Life Medical Insurance Plan」 [H2] 

1.

中國身份證

• MUST certify the Front and the Back
• Proof of Identity for details, please refer to 核保指引(香港/ 澳門/ 海外/中國內地人士) P10.

• Passport Copy (Information Page) or
• Copy of Exit-Entry Permit for Travelling to and from HK & Macau (Information Page) and Visa Permit

中國人壽已於 2023 年 3 月 14 日更新了核保指引，相關文件已上載於 OnePortal。

雖然在核保指引中，中國人壽豁免了對中國內地訪港旅客（MCV）通行證副本的要求，但是 MCV 的 通行證副本依然是環一內部規管的要求，請顧問遞交新生意時必須留意。(Updated: 22 Mar 2023)

4.

Requirement of Mainland juvenile case

5.

Important Facts Statement for Mainland Policyholder ([I1]

      - Sample

      - Required for application signed on/after 15 Aug 2016

       - 必須在IFS-MP上方欄位「人身／寿险产品名称」填寫所投購之產品名稱，包括附加險及免費附送產品﹔在IFS-MP填寫所投購之產品名稱必須是簡體中文字)

      -  IFS-MP之簽署日期必須早於或等於要保書之簽署日期

      - IFS-MP之簽署日期必須在有效入境證明期間內

      - Please click here for more details

(Updated: 1 Sept 2016) 

1.

Certified Entry Proof

2.

Certified Identity copy

• Please refer to Proof of Identity for details (Updated: 16 Sep 2021）
• For Certified Passport, it is not required to submit full set, the page have applicant's photo, passport's vaild date, visa & entry proof; consultant needed to have certified true copy.  (Updated: 18 Jun 2014)

3.

Witness Declaration Form ([W1])

If applicants were Japanese & American

4.

Disclaimer 免責聲明 ([D2])

If applicants were Japanese & American