Top Up - Lump Sum - YF Life

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Important Notice

1.  Please refer to Policy Administration Manual section 3.1. 3.5, 3.14 and 3.29 or Top-up procedures for updated requirement  (Updated: 14 Apr 2015)

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

(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 FormNO ICP in YF Life Plan
4 Risk Profile Questionnaire
5 Acknowledgement Letter of Specific Services Agreement for Investment-Linked Assurance Scheme Policies

Principal Document

 HK Applicants - Permanent HKID   

1.  Request for Change of Policy Value Arrangement Form (A15B) ([R2])

  • Please tick item 2
  • If any content on the form is being amended/revised, the proposed policy owner is required to counter-sign close to the revised part as confirmation;
  • If there is more than one type of handwriting on the form (such as part of handwritten content and part of computer-printed content), the proposed policy owner is required to sign on the lower right corner of each page of the form as confirmation.

2.  Certified identity document copy (if a copy of valid identity document has not been provided before)

香港永久性居民
- 香港永久性居民身份證
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）
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

3.  GL30 - Financial Needs Analysis Form (G43) [ENG] / [CHI] ([F2]) (As OnePlatform FNA is a must form for top up and it is also accepted by YF Life, so it’s not a must to submit YF Life FNA form at the same time.) (Updated: 1 Jun 2021)

-  ​​​​​​​​​​​​​​[Product Mapping Table]

-  FNA Guideline

4. Risk Profile Questionnaire (G43-RPQ) ([R12]) [Eng][Chi] for ILAS case only  (Updated: 1 Jun 2021)

5.  Important Fact Statement (Should attach with proposal) (Updated: 18 Sept 2013)

- Generated by AES YF Life website, consultant can request the top up IFS via service log.

- IFSB-POS Q.1: 投資, 連同小額人壽保障/ Investment with minor life protection

6. Payment Method

Consultant Code:

  • For PRC Policy – Consultant’s Individual TR Code
  • For HK Policy – LY455 or Consultant’s Individual TR Code

Reminder:

  • LY455 ​​​​​​​is a company code which cannot be used for PRC policy, please use the individual TR code of the servicing consultant instead.
  • If you want to apply individual TR code, please contact service log for details.

7.   Declaration of Individual Tax Residence (POS-G03CRS) Chi Version / Eng version ([D4]) - If applicable and subject to principal

8.  illustration (SIS) for Non-ILAS case only (must be submitted after 29 June 2017)

9.  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)

For PRC client (Additional document)  (Updated: 14 April 2015)​​​​​​​

  1. Please refer to Top-up Procedures for PRC clients

2. Important Facts Statement for Mainland Policyholder(G26) ([I6])

For PRC Applicants who "Top Up" Premier Choice Flexi Plan  (Updated: 19 Nov 2012)

If the total annual planned premium is HKD 500,001 or above (including all policies and applications with YF Life), please also submit the below additional forms and documents:

Payment Method

Personal Cheque and payble to "YF Life Insurance International Ltd."

Please provide the receipt which can proof the relationship between the payer and the policy owner and declare on the G04 form    (updated: 27 April 2011)

YF Life

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