Policy Values Transaction
Forms needed to withdraw dividends and apply for a policy loan.
Policy Amendment forms
Forms required for policy amendment and reissuance of policy contract.
- Lost/Damaged Policy Affidavit with Discharge of Policy
- Request for Policy Change Form
- Application for Accidental Death Benefit Clause (A.D.B.) or Total and Permanent Disability Waiver of Premium Certificate (W.P.D.) and/or Special Accident Rider (S.A.R.) with/without Disability Indemnity (D.I.)
Forms for Variable product investment transactions.
- Wealth Series Application for Fund Switch
- Wealth Series Application for Top-Up
- Wealth Secure Application for Increase/Decrease in Sum Insured
- Wealth Series Application
- Wealth Series Application for Cooling-off
- Wealth Series Customer Information
- Wealth Series Application for Fund Withdrawal
- Wealth Series Application for Rider Addition/Cancellation
- I-Dollar Wealth Multiplier Application for Fund Withdrawal
- I-Dollar Energy 5 Application for Fund Withdrawal
- I-Dollar Pay 7 Application for Cooling-off Refund
- I-Dollar Pay 7 Application for Fund Withdrawal
- I-Peso Optimizer Application for Fund Withdrawal
Death and Disability/Hospitalization Claim
Forms required for death claim, disability and hospitalization benefits.
- Death Notice
- Hospitalization Claim Form
- I-Heal Insured’s Statement Accident Form I
- I-Heal Insured’s Statement Sickness Form I
- I-Heal Physician’s Statement – Accident form III
- I-Heal Physician’s Statement – Sickness form III
- I-Heal Hospital’s Certification form II
- Insured’s Statement Disability claim
- Insured’s Statement for Dread Disease Claims
- I-Shield Claimant’s Statement Form I-B
- I-Shield Hospital’s Certification Form II
- I-Shield Insured’s Statement for I-A
- I-Shield Physicians Statement Form III
- Physician’s Statement – Disability Claim
Forms for updating of basic personal information and for validation purposes.
Forms for enrolling under a specific premium payment facility.