Important Notice
1. Please refer to Policy Administration Manual section 3.16 for details and updated requirement (Updated: 24 Apr 2013)
2. All signed document should return to YF Life within 5 working days after sign date and return the completed form to SOD 2 working days before the deadline. (Updated: 9 Jan 2018)
Checklist
1. Request for Policy Surrender (A04) ([R4]) (Must be printed on the same A4 size paper, otherwise policy owner is required to sign on every single page of the form.) (Updated: 6 May 2020)
2. Original policy document (It’s not a must item for return original policy, but highly appreciate if the original policy can be returned to YF Life for record retention.) (Updated: 27 Jun 2017)
3. Declaration of Individual Tax Residence (POS-G03CRS) Chi Version / Eng version ([D4]) - If applicable and subject to principal
4. CS eform
5. Certified true copy of identity document of Policy Owner. (if a copy of valid identity document has not been provided before)
(a) 香港永久性居民
- 香港永久性居民身份證
(b) 香港居民（非永久性居民）
- 有效旅遊證件；或
- 香港居民身份證及載有個人照片並可證實其國籍之有效文件（如護照、國家駕駛執照等）
(c) 非香港居民之人士
- 有效旅遊證件；或
- 載有個人照片的身分證
6. Address proof is not required unless it is required by YF Life, or OnePlatform has to conduct further verification with the client’s identity. (Updated: 24 Oct 2017)
YF Life