Reinstatement - ITA only - Zurich

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Important Notice

1. The reinstatement will subject to Zurich underwriting approval.

2. Client may apply reinstate if a policy is became lapsed within one year.

3. Reinstatement for ITA only.

Checklist:

1.  Premium change / reinstatement form ([R1])

     Please note client’s email address & mobile number must be provided on the request form. (Updated: 22 Aug 2017)

2.  Reinstatement Health and Lifestyle Questionnaire ([R2])

3.  CS eform

4.  Certified HKID Copy

5.  Certified copy of residential address proof 

     For customers residing in Hong Kong but not holding a permanent Hong Kong Identity Card,  both

     (1) suitably certified true copies of the originals of the passport (pages bearing photo, signature and the entry chop), If client unable to provide either one of the suitably certified true copies of the originals of the full passport and national identification card,

          the client can provide the following to provie their nationalities:

     (a).  Original of the client's signed declaration- state the reason why the client is not able to provide national ID nor Chinese passport (which are the primary document for verification); plus      

     (b).  a valid Permit for Proceeding to Hong Kong and Macao (commonly know as 'One-way Permit') 《前往港澳通行証》(慣稱「單程通行證」) or     

     (c).  a valid Document of Identity  《簽證身份書》(commonly know as "DI") for visa purpose.  AND,

     (2) Non-permanent Hong Kong Identity card bearing photograph are needed.

6.  Cheque payment for all missing premiums for lapse reinstatement

7.  New payment method instruction

     DDA payment

  • No extra charge by Zurich
  • Direct Debit set up charged by different banks.
  • Fill in Method of Payment Form ([M2]) 

     Credit Card Payment

     For security reason, do not copy and send the back page of credit card to SOD/Zurich. (Updated: 6 Dec 2013)

  • If the policy is a Vista II and currently paying by credit card, there will be no charge for a new credit card payment instruction.
  • If payment method is changed from HKDD to credit card payment, there will be a charge apply.
    • For Vista II, the credit card charge is 1.5%
    • For Vista III, the credit card charge is 1.0%
  • Fill in Method of Payment Form ([M2]), Specify the month of contribution starting to pay by credit card at the top right hand corner. The starting date should be at least 3 weeks later from the submission date

     Banker's Standing Order (BSO)

     Zurich only accepts Bank Standing Order from HSBC and Hang Seng Bank

  • No extra charge by Zurich
  • For HSBC, please complete the Method of Payment Form ([M2]) 
  • For Hang Seng Bank, you have to use Hang Seng Bank's own standing insturcution form.

Lapsed Reinstatement for PRC resident 

(1) Reinstatement form (It must be signed in Hong Kong)

(2) Suitably Certified Proof of Identity of both policyowner and life insured.

(3) Original Residential Address Proof. Please submit the following documents as Proof of Address:

  • Original Utilities Bills
  • Original Credit Card statement / Bank statement
  • Certified copy of the Driving License
  • Certified copy of Chinese Alien Employment Permit

(4) Suitably Certified Proof of Entry for both life insured(s) and policy owner(s) (Updated: 25 March, 2013)

With effect from 19 March 2013, arriving visitors to Hong Kong will be issued with a landing slip instead of an entry stamp at the immigration control points.  For details, please refer to the URL of the Immigration Department.  http://www.immd.gov.hk/en/topical/non-stamping-immigration-clearance.html

          1. Proof of Entry for passport holders

  • Certified true copy of the passport and certified landing slip showing the conditions and limit of stay in  Hong Kong, Visitor’s name, Travel document number and arrival date.   
  • Certified true copy of the passport showing client's name, photograph, date of birth, issued date, expiry date, signature of the client etc.
  • 2. Proof of Entry for PRC mainland residents holding Travel Permit 
  • For clients from mainland China, entry proof is required for both life insured(s) and policy owner(s) 
  • Mainland Chinese residents can provide either
  • (A) Certified true copy of Travel Permit and a landing slip, or (B) Certified true copy of Travel Permit  and Original Hong Kong entry receipt for e-Channel plus Hong Kong Travel Permit with corresponding endorsement of e-Channel enrolment
  • If documentation (B) is applicable, please also check against below items for entry proof from mainland Chinese clients:
  • B1. The Hong Kong entry receipt must be an originalB2. The Hong Kong Entry Permit can be a certified true copyB3. Visitor's name stated on the e-Channel receipt must match with that of the business application form, China ID Card/Passport and also the Hong Kong Entry Permit.B4. Travel document number stated on the e-Channel receipt must match the permit number as stated on the Hong Kong Entry Permit.B5. Hong Kong Entry Permit must be valid and endorsed with the e-Channel enrolment.B6. Application sign date must be within the period from the arrival date to the permitted deadline as stated on the e-Channel receipt.Travel Permit (Applicants of mainland China resident)Certified true copy of the Travel Permit showing client's name, photograph, date of birth, issued date, expiry date, etc and certified true copy of a landing slip showing the conditions and limit of stay in Hong Kong, Visitor’s name, Travel document number and arrival date.Certified true copy of Travel Permit is required for both life insured(s) and policy owner(s). (20 April 2010)

(5) A named Cheque payment for all missing premiums

(6) A Method of Payment Form

Zurich Customer Hotline: 3405 7150 (for general enquiries ONLY)

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