Important
The ownership of Cigna Worldwide Life Insurance Company Limited (“Cigna Life”) was transferred to the Chubb group in July 2022 and Cigna Life had been renamed to “Chubb Life Insurance Hong Kong Limited”. The policies originally under Cigna Life have already been transferred to one of the following companies: (1) Chubb Life Insurance Hong Kong Limited or (2) Cigna Worldwide General Insurance Company Limited. Meanwhile, please note that Chubb Life Insurance Hong Kong Limited and Chubb Life Insurance Company Limited are two different entities currently. To avoid using incorrect provider’s form and information, it is suggested you send Service Log to check the latest policy information. (Updated: 12 Apr 2024)
With effect from 1 July 2022, new applications for applicable products must be submitted under GI License. [Memo] (Updated: 18 Apr 2023)
For the updated materials under GI business, please refer to OnePortal:
-Application Forms: My Business > Forms & Guidelines > General Insurance
Product List:
| Critical Illness | Preventive CI – Hypertension + （Closed on 30 Jun 2016） |
Senior Cancer Pro （Closed on 30 Jun 2016） |
| Guarantee 100 Protection Plan (Product closure on 30 June 2022) |
WorryFree Protection Plan (Product closure on 30 June 2022) |
|
| Medical | HealthFirst Medical Plan Series (Product closure on 30 June 2022) |
HealthFirst DiaMedic Plan (Product closure on 30 June 2022) |
| Cigna 108% Health Spectra（Closed on 1 Apr 2021） | Cigna VHIS Series－ Flexi Plan (SMM)(Product closure on 30 June 2022) | |
| Medical | Cigna VHIS Series－ Standard Plan(Product closure on 30 June 2022) | Cigna VHIS Series - Flexi Plan (Superior)(Product closure on 30 June 2022) |
| Medical (GI) | Cigna VHIS Series - Standard Plan (Product closure on 30 June 2022) |
Cigna VHIS Series - Flexi Plan (SMM) (Product closure on 30 June 2022) |
| Cigna VHIS Series - Flexi Plan (Superior) (Product closure on 30 June 2022) |
Important Notice:
1. Clean application should be submitted to SOD within 25 calendar days after sign, while PRC application should be submitted within 5 working days after sign.
2. Currency HKD only.
3. All applications must be signed in HKSAR
4. All samples provided in OnePortal are for REFERENCE only, consultant must fill in all forms with client’s latest information provided. The reference products recommended should be on OnePlatform’s shelf by the time you make the recommendation. No same provider’s products should be recommended unless there are no other suitable products from other providers. (Updated: 19 Nov 2019)
Checklist
(OnePlatform Internal Document and Principal Document are required to be submitted)
OnePlatform Internal Document
1. Client Data Form
2. Client Agreement (CA form)
3. Financial Needs Analysis Form
Principal Document
Hong Kong Resident
1. Application Form
(Please refer to an example form with client’s signature, it applies to other life product’s copy application forms)
| Cigna Medical Plan Application Form (Individual / Family) ([C17])
- Sample for VHIS Series (Updated: 25 Apr 2019) |
For VHIS Series / HealthFirst DiaMedic Medical Plan (Updated: 17 Dec 2021) |
| Policy Conversion - Continuing Personal Medical Exclusion Application Form (Individual / Family) (Life) [FAQ] ([P1])
Policy Conversion - Continuing Personal Medical Exclusion Application Form (Individual / Family) (GI) [FAQ] ([P2]) |
|
| Cigna HealthSecure Critical Illness Series Application Form (For single and family) ([C15]) | For Guarantee 100 Protection Plan / WorryFree Protection Plan |
2. Important Facts Statement – Policy Replacement [I2] (If any answer is "Yes" or "Not yet decided" for policy replacement declaration on the Application Form) (Updated: 15 Apr 2021)
3. Payment
4. HKID Copy of Person Insured and Policyholder
5. Self-Certification Form – Individual ([S1]) (not applicable for Cigna HealthFirst products)
6. Address proof is not required unless it is required by Cigna, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
Non-Hong Kong Resident or PRC Resident (Additional documents)
** Consultant, proposed insured and the policyholder (if different) need to sign on copy of each page with company chop and date for the purpose of verification for the below items
For Non-HK Resident
1. Passport or any Travel document as proof of entry to HK SAR (including pages like personal information, visa, date of entry to HK)
2. Identification Document issued by the Place of Origin
3. Address proof is not required unless it is required by Cigna, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
For PRC Resident only
1. Travel document as proof of entry to HK SAR (including pages like personal information, visa, date of entry to HK)
2. Mainland ID copy
3. For Juvenile (Age 15 days to 17): Family / Household Record Cert. or Birth Cert
4. Important Facts Statement for Mainland Policyowner "IFS-MP" ([I1]) – Required for application signed on/after 1 Sept 2016
Medical Requirement / Medical Examination
HealthFirst Medical Plan Series
1. No medical loading will be imposed.
For HealthFirst Medical Plan Series - Top Up Plan
1. Insured person aged below 18 must apply together with at least one parent or guardian (same plan level, same deductible amount).
2. For Occupation Class 3 or above, Application shall be declined. Please kindly refer to the Occupation List.
Cigna Customer Hotline：25601990 >1>3