Policy Values Transaction

Forms needed to withdraw dividends and apply for a policy loan.

- Dividend Withdrawal Form

- Policy Loan Agreement

Policy Amendment forms

Forms required for policy amendment and reissuance of policy contract.

- Application for the Issuance of a Duplicate Insurance Policy

- Application for Reinstatement/Policy Change

- Deed of Assignment (Transfer of Ownership)

- Life Insurance Trust Agreement

- 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.)

VUL Transaction

Forms for Variable product investment transactions.

- Wealth Secure Application for Increase / Decrease in Regular Premium

- Wealth Secure Application for Premium Redirection

- 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

- Attending Physician’s Statement

- 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

Identity Validation

Forms for updating of basic personal information and for validation purposes.

- Customer Information Update Form

- Special Power of Attorney

- Signature Affirmation Form

Payment Facilities

Forms for enrolling under a specific premium payment facility.

- Application for Easy Pay Plus Fund(Premium Deposit Fund) Form

- Authorization for Automatic Charging Option (ACO) Form

- Easy Payment Option (EPOn) Form