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Policy Requests
Claim
Change of Address
Personal InformationUpdate policy related addresses
Update Contact
Personal InformationUpdate phone number and email address
CRS Individual Self Certification Form
Personal InformationFor Individual to update CRS
Enhanced Due Diligence
Personal InformationProvide information requested for onboarding
FATCA
Personal InformationSubmit Foreign Account Tax Compliance Act self-certification
Change of Personal Particulars
Personal InformationUpdate personal particulars for yourself or insured
Update Signature
Personal InformationUpdate your signature
Update Marketing Consent
Personal InformationUpdate your preferred communication mode for marketing messages
Adhoc Fund Switch
Investment-linked PolicesPerform a fund switch
Partial Withdrawal
Investment-linked PolicesApply for partial withdrawal of Investment-linked fund(s)
Automatic Rebalancing
Investment-linked PolicesApply for automatic fund rebalancing to help keep your portfolio on track
Change of Premium Allocation
Investment-linked PolicesRedirect future premiums to your choice of funds based on percentage allocation
Automatic Fund Switch
Investment-linked PolicesApply or cancel recurring fund switch
Change of Premium
Investment-linked PolicesApply for change of policy premium
Regular Withdrawal
Investment-linked PolicesApply for regular withdrawal of Investment-linked fund(s)
Top-Up
Investment-linked PolicesAdd additional funds to your existing policy
Full Surrender
Investment-linked PolicesApply for full withdrawal of Investment-linked fund(s)
Policy Loan
Policy Loan or WithdrawalApply for a loan on your policy
Change of Coupon/Dividend Option
Policy Loan or WithdrawalUpdate coupon/dividend option
Adhoc Coupon Withdrawal
Policy Loan or WithdrawalApply to withdraw coupons from your policy
Adhoc Dividend Withdrawal
Policy Loan or WithdrawalApply to withdraw accumulated dividends from your policy
Withdrawal of Revisionary Bonus
Policy Loan or WithdrawalApply to withdraw accumulated revisionary bonuses from your policy
Withdrawal of Retirement Income/Reward/Saver Benefits
Policy Loan or WithdrawalApply to withdraw retirement income/reward/saver benefits
Withdrawal of Future Premium Deposit Fund (FPDF)
Policy Loan or WithdrawalApply to withdraw future premium deposit fund
Termination of HealthShield policy
Policy Loan or WithdrawalApply to cancel your HealthShield policy
Termination of non-HealthShield policy
Policy Loan or WithdrawalApply to cancel your Non-HealthShield policy
Surrender of Traditional Life Policy
Policy Loan or WithdrawalApply to surrender your traditional life policy
Surrender of Platinum Series Policy
Policy Loan or WithdrawalApply to surrender your platinum series policy
Termination of Giro
Policy Related RequestCancel Giro arrangement for premium deduction
Reinstatement of HealthShield Policy
Policy Related RequestApply to reinstate lapsed HeathShield Policy
Reinstatement of Non-HealthShield Policy
Policy Related RequestApply to reinstate lapsed Non-HeathShield Policy
Request to Review Medical Loading/Exclusion(s)
Policy Related RequestApply to review existing medical condition or policy exclusion
Reduce Sum Assured
Policy Related RequestApply to reduce policy coverage
Payment Mode
Policy Related RequestUpdate the frequency of your premium payment
Change of HealthShield Coverage
Policy Related RequestApply to change HealthShield policy coverage
Declaration of New Medical Condition(s)
Policy Related RequestDeclare new health or medical condition
Add Dependent
Policy Related RequestAdd an insured dependent to your policy coverage.
Convert Policy to Extended Term Insurance/Reduce Paid up
Policy Related RequestConvert policy to extended term insurance or reduced paid-up insurance from next premium due date
Change of Retirement Saver/Income/Reward Option
Policy Related RequestApply for change of retirement saver/income/reward option
Application for AIA Max VitalHealth Plan
Policy Related RequestApply for AIA VitalHealth Plan
Delete Rider(s)
Policy Related RequestApply to remove rider(s) from policy
Updating of Vesting Rights
Policy OwnershipApply to update policy ownership when your child reaches the vesting age of 21 years old
Change of Payor/Owner of HealthShield Policy
Policy OwnershipApply to update policy ownership/payor for AIA HealthShield
Change of Policy Owner for Juvenile Policy
Policy OwnershipApply to update policy ownership for a juvenile policy to another eligible individual
Nomination Form 1 (Trust Nomination)
OthersApply to appoint a trust nomination under your policy
Nomination Form 2 (Revocation of Trust Nomination)
OthersRevoke an existing trust nomination under your policy
Nomination Form 3 (Appointment of Trustee(s))
OthersApply to appoint trustee(s) under your policy
Nomination Form 4 (Revocable Nomination)
OthersAppoint revocable nominee(s) under your policy
Nomination Form 5 (Revocation of Revocable Nomination)
OthersCancel your earlier revocable nomination(s) under your policy
Nomination Form 6 (Notice of Revocation of Revocable Nomination)
OthersCancel your earlier revocable nomination(s) with a will that provides for the disposition of all death benefits under your policy
Absolute Assignment Form
OthersApply to transfer all rights and ownership of your policy to another individual or entity
Release of Assignment Form
OthersApply to cancel a previous assignment and restore ownership rights to the original policy owner
Entity Classification Form
OthersApply to declare the classification of a policy-owning entity for regulatory compliance, including FATCA requirements.
CRS Controlling Person Certification Form
OthersFor Entity to update CRS for Controlling Person (where applicable)
CRS Entity Self Certification Form
OthersFor Entity to update CRS
Form W-8BEN
OthersFor Individual who is not U.S Person
Instructions for Form W-8BEN
OthersUse this guide to understand Form W-8BEN
Form W-8BEN-E
OthersFor Individual/Entity who is not U.S Person
Instructions for Form W-8BEN-E
OthersUse this guide to understand Form W-8BEN-E
Form W-9 (Request for Tax payer Identification Number and Certification)
OthersFor Individual/Entity who is U.S Person
Amendment to Request for Change
OthersApply to amend details of a previously submitted service request
Application Form for Interbank GIRO
OthersApply for new or update existing recurring GIRO arrangements for premium or loan payments
Appointment/Revocation of Secondary Insured
OthersApply to appoint or revoke a secondary insured under your policy
Assignment of Policy As Collateral Security
OthersAssign your policy to a Financial Institution as additional security for a loan
Change Form for Platinum Series
OthersApply to make changes to your Platinum Series policy
Change of Insured Form (For Platinum Series)
OthersApply to change the insured under your Platinum Series policy
Corporation Authorisation Form
OthersApply for a corporation to be the Applicant or Owner of an insurance policy
Personal Data Access Request Form
OthersApply to request details on how your personal data has been used or disclosed
Reimbursement for AIA Colours of Life Cancer Screening
OthersApply to request reimbursement for AIA Colours of Life Cancer Screening
Request For Secondary Insured To Take Over As Insured
OthersApply to transfer coverage to the secondary insured after the insured's death
Revocation Of Appointment Of Trustee (Notice of Death Of Trustee)
OthersApply to remove a trustee, report a trustee's death, or appoint new/additional trustee(s) under Section 73 CLPA policy
Telegraphic Fund Transfer Form
OthersApply to request for a telegraphic transfer
Update of Country of Residence Form
OthersApply to change country of residence
Verification of Trust Form
OthersApply to verify a trust company's details
Business Reply Envelope
EnvelopeUse this envelope to mail your enquiry
Business Reply Envelope for Payment
EnvelopeUse this envelope to mail your cheque payment