Form Library | InLife

Policy Values Transaction

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

Dividend Withdrawal Form

Policy Loan Agreement

Request to Deposit Policy Proceeds

Request for Policy Information (For Non-VUL and VUL Policies)

Request to Release Check Policy Documents to Representative or Agent

Policy Amendment Forms

Forms required for policy amendment and reissuance of policy contract.

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 or without Disability Indemnity (D.I.)

Application for Reinstatement or Policy Change

Instruction for Transfer of Ownership

Instruction for Policy Assignment

Life Insurance Trust Agreement

Notice of Death of Policy Owner with Contingent Owner

Lost or Damaged Policy Affidavit with Discharge of Policy

Request for Policy Change Form

Request for the Issuance of a Replacement of Lost or Damaged Insurance Policy

Instruction for Cancellation of Assignment

VUL Transaction

Forms for Variable product investment transactions.

Wealth Series Application for Fund Switch and Premium Redirection

I-Dollar Asset Plus Application for Fund Withdrawal

I-Dollar Pay 7 Application for Cooling-off Refund

I-Peso Enrich Application for Fund Withdrawal

I-Peso Fortune Application for Fund Withdrawal

I-Dollar Asian Gems Application for Fund Withdrawal

Regular-Pay Wealth Series Application for Increase-Decrease in Sum Insured

Regular-Pay Wealth Series Increase-Decrease in Reg Premium

VUL Application For Cooling Off

Wealth Series Application for Fund Withdrawal

VUL Application for Rider Addition/Cancellation/Amendment

VUL Application for Top-Up

Client Suitability Assessment Form

Client Acknowledgment and Waiver Form

Maturity and Recapture Transaction

Forms needed for either policy maturity benefit claim or maturity recapture.

Maturity Benefit Claim Form

Maturity Benefit Payment and Recapture Form

Additional Requirements for Recapture

Death and Disability/Hospitalization Claim

Forms required for death claim, disability and hospitalization benefits.

Attending Physician's Statement

Claimant's Statement Form

Death Notice

I-Heal Hospital’s Certification Form II

Hospitalization Claim Form

I-Heal Insured Statement Accident Form I

I-Heal Insured Statement Sickness Form I

I-Shield Claimant Statement Form I-B

I-Shield Hospital Certification Form II

I-Shield Insured Statement Form I-A

I-Shield Physicians Statement Form III

Insured Statement Disability Claim

Insured Statement for Dread Disease Claims

Neurological Evaluation Form

I-Heal Physician's Statement Accident Form III

I-Heal Physician's Statement Sickness Form III

Physician Statement-Disability Claim

I-Heal Surgeon's Certification Form IV

Identity Validation

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

Beneficiary Information Form (Multiple Beneficiary)

Customer Information Update Form

FATCA Requirement

Supplemental Form - Regulatory

PROXY FORM

Signature Affirmation Form

Special Power of Attorney

W-8BEN

W-9

Entity Information 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

Authorization for Automatic Debit Arrangement

ADA Form (BDO)

ADA Form (BPI)

Application for Easy Payment Option (EPOn)

ADA Form (LANDBANK)

ADA Form (METROBANK)

ADA Form (UNIONBANK)

Authorization for Automatic Debit Arrangement (ADA) for Top-up Premiums

Authorization for Auto-Debit Arrangement (ADA) and Direct Deposit Form

ADA Form (SECURITY BANK)

Affidavits

Forms required for minor Policy owner/ Beneficiary

Affidavit of Actual Custody

Affidavit of Parental Authority

Affidavit of Substitute Parental Authority

Cashandog 2019-2020

Forms required to qualify for Cashandog and program mechanics

Customer Information and Compliance Form

Cashandog & SUPRA Cashandog Program Mechanics