Checklist
1. Request For Financial Services ([R11])
2. Certified true copy of identity document of Policy Owner. For non-Hong Kong/Macau permanent resident, nationality proof/travel documents copy (e.g. passport copy) is also required.
3. Copy of bank book / bank card / bank statement which is issued within the past 3 months (including e-statement) / other valid account proof showing the bank account holder's name and account no..(Updated: 06 Jul 2023)
(If select bank transfer or telegraphic transfer as payment method)
4. Self-Certification Form – Individual (For Policy Service Use)[S9]
(If there is any change of the tax residence)
5. CS eform
Life Insurance - China Life