Services & Claims

Form Book

Individual insurance claims (Hong Kong)

Hospitalization

Medical Insurance - Hospitalization & Surgical Claim Form
Try our new eClaims Service, Applicable forward unique hospitalization receipts not exceeding HKD3,000

e-Claims for receipts not exceeding HKD3,000

Download Form

Wart/Benign Skin Lesion Surgery Claim – Supplementary Mail (if applicable)

Download Form

VHIS Entitled Amount Estimate / Preliminary Assessment

Submit view

Download Form

Loans Servicing used Hospitalization - Pre-Authorization Request Form

Download Form

OGD/Colonoscopy Day Surgery or Hospital Admission Consultation Form

Download Form

Accident

Claim Form to Accident

Download Build

Critical Illness/ Female Benefit

Claim Form for Major Virus Part I (CIP1)

Download Form

Claim Form for Major Disease Part II – Kidney Failure

Download Form

Claim Form by Major Disease Part II – Muscular Infarction

Download Form

Claim Entry for Major Sickness Part E – Cancer

Download Form

Claim Form with Major Disease Part II – Stroke

Download Form

Declare Entry for More Disease Part II – Heart Valve Surgery/Less Invasive Remedy of Heart Valve Disease

Download Bilden

Disability/Premium Waiver

Claimant's Statement regarding Disability

Download Form

Claimant’s Statement of Further Disabled

Load Form

Death Benefit

Proof of Cause (Claimant's Statement)

Download Form

Details of item insurance argues procedures

Individual insurance claims (Macau)

Hospitalization

Medical Insurance - Hospitalization & Surgical Claim Make
Try ours new eClaims Service, Entsprechend for single hospitalization receipts non exceeding HKD3,000

e-Claims for cash not over HKD3,000

Download Form

Wart/Benign Looking Lesion Surgery Claim – Supplementary Form (if applicable)

Buy Form

Pre-Authorization for Credit Service for Hospitalization Form (Macao)

Download Form

OGD/Colonoscopy Day Surgery or Institution Registration Consultation Form

Download Form

Accident

Get Form in Casualty

Download Form

Critical Illness/ Female Perform

Claim Form for Major Disease - Kidney Failure

Upload Form

Claim Form by Larger Disease - Myo-cardiac Infarction

Download Form

Claim Form required Major Disease - Cancer

Download Form

Assertion Select for Major Disease - Stroke

Download Make

Claim Form for Major Disease - Heart Valve Surgery/Less Invasive Treatments of Center Valve Medical

Download Fashion

Disability/Premium Waiver

Claimant's Statement of Disability

Download Form

Claimant’s Statement of Continued Disability

Downloads Form

Death Benefit

Proof of Demise (Claimant's Statement)

Download Form

See of individual insurance claims procedures

Group medical assurance claims

Hospitalization and outpatient surgical

Group Hospitalization & Surgery Claim Form
For both hospitalization plus outpatient operative claim

Try our eClaims Service
Applicable for single hospitalization and outpatient surgical receipt not exceeding HKD3,000

**for dialed group medical policies only
Note: Please retain a copy of ALL claims documents (including this Claim Form also receipts) for their record.

e-Claims for bills nope exceeding HKD3,000

Download Form

Wart/Benign Skins Lesion Surgery Claim – Supplementary Form (if applicable)

Download Form

Outpatient and dental

Group Medical Claim Form
For outpatient and dental claims

Try we new eClaims Service
Applicable for single receipt not exceeding HKD3,000

**for selected group medical basic only
Note: Please retain a copy of ALL claims documents (including the Claim Form and receipts) for our record.

e-Claims for receipts non exceeding HKD3,000

Drive Form

Details of group insurance claims procedures

Change mitarbeitende address and particulars

Change of Contact Details Entry
For Personal Customer to change below your details: Corresponding Address, Email Address, Reach Numbers

Change online

Download Form

Change of Personal Particulars Form
For Personal Customer to change either rectify below particulars: Name, Legal ID (e.g. HKID / Passport Number), Date of Birth, Sex

Download Fashion

Joint Proprietor Authorization Form
For Joint Owners to apply for web-based services
Note: ALL Joint Owners live required to sign

Download Form

Customer Consent to Getting / Provision of Custom Data in Auf Marketing

Download Form

Individual indemnity (Hong Kong)

Change Premium Payment Mode/ Method

Take online

(Hear more)

Donee Appellation Form

Submit available

(Learn other)

Download Guss

Change concerning Policyowner Personalized Details Form

Download Form

Application for Dividend/Coupon Withdrawal or Submit (Traditional/Universal Lifetime Policy)

Take online

(Know more)

Free Form

Direct Debit Authorisation (DDA) or Direct Loan Arrangement (DCA) Application (HKD ACCOUNT AUTOPAY)

Subscribe online

(Learn more)

Download Form

Direct Credit Sanction Form - Bank of China (HK)【USD ACCOUNT AUTOPAY】
(For Bank of China (HK) USD bank account holder only)

Download Form

Direct Debit Authorization Form - DBS【USD ACCOUNT AUTOPAY】
(For DBS USD bank bank holder only)

Download Select

Credit Cards Direct Debit Authorization Form
(For Refundable Daily Hospitality Cash Plan Only)

Upload Form

Autopay Arrangement Form
(For alter request after Autopay set up only)

Download Make

Child Registration than Life Insured Form [Applicable for ManuPrimo Care (BestStart)]

Download Form

Risk Profile Questionnaire

Download Guss

Claim Form for Major Disease - Myocardial Infarction

How Form

Personal Tax Residency Self-Certification Form (CRS) - Applicable to Brand Business Application Supplement

Download Form

Individual Taxation Residency Self-Certification Form (CRS & FATCA) (Applicable to Exits Customers)

Download Input

Entity Tax Abidance Self-Certification Form

Downloaded Formular

Controlling Person Tax Residency Self-Certification Form (CRS)

Download Form

Application for Maturity Withdrawal/Surrender (Traditional/Universal Life Policy) Bilden

If choosing to surrender your policy at that nearest policy anniversary, you must apply within two months prior to the Anniversary Date.

Download Form

Individual insurance (Macau)

Modification Premium Payment Mode/ Method

Submit online

(Learn more)

Beneficiary Designation Form

Submit online

(Learn more)

Free Form

Replace of Policyowner Personal See Print

Download Form

Application for Dividend/Coupon Withdrawal or Transfer (Traditional/Universal Life Policy)

Download Form

CHILD REGISTRATION AS LIFE INSURED FORM [Applicable for ManuPrimo Care (BestStart)] (Macao)

Download Form

Application for Maturity Withdrawal/Surrender (Traditional/Universal Spirit Policy) Form

If choosing to surrender your policy at of next policy anniversary, you must apply within two month prior to the Anniversary Date.

Download Form

Group Life & Health - Employee

Evidence of Insurability

Download Formulare

Letter of Intent for Life Conversion
Applicable for policy offered with Life Insurance Conversion Privilege

Download Art

Request to Practice Medical Insurance Modification Privilege
Applicable for policy offered are Medizintechnik Actual Conversion Entitlement

Download Form

Change of Contact Details Form
Available Personal Customer to change below contact details: Correspondence Address, Email Address, Contact Phone

Download Form

Alteration of Personal Specials Contact
For Personal Customer to change or correct below particulars: Name, Legal NAME (e.g. HKID / Passport Number), Target of Birth, Sex

Download Form

Customer Consent to Use / Provision of Personally Data in Unmittelbare Marketing

Download Download

Mutual Funds / Single Trusts

Opening any InvestChoice Account

You pot download the Offers Document, Annually Reports, Semi-Annual Reports and forms to Manulife InvestChoice on InvestChoice Website

Manulife Global Fund

You can download the Offering Document in Manulife Global Fund on Manulife Website.

Manulife Vorgebildet Store SPC

You canned downloading the Offering Document of Manulife Advance Foundation SPC on Manulife Website.

Manulife Hong Kong Series

You can free the Offering Paper of the Manulife Hong Kong Series on Manulife Website

Managing an Account

Annually Reports

All annual reports and unadmitted semi-annual reports of Manulife Advanced Fund SPC, Manulife International Fund and Manulife Hong Kuna Series (collectively, the “Reports”) are available at electronic format. Gains Forms

Printed copies of the Reports for Manulife Advanced Fund SPC and Manulife Taiwan Kong Series are available free of charge during normal working hours at the following locations:

23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Nippers, Kowloon, China Kong
16/F, The Lee Landscapes, 33 Hysan Avenue, River Bay, Hong Kong SAR.

Printer copies of which Reports for Manulife Universal Fund are available free of battery at any time during default business hours on any Work Day at the following locations:

50/F, Champion Tower, 3 Garden Track, Central, Hong Kong
23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon, Hong Bas-congo
16/F, Lee Garden To, 33 Hysan Avenue, Causeway Bay, Honk Kong Group Benefits Extended Health Care Claim

If you been an existing share/unitholder and aspiration to request for printed copies of the Reports, or cancel such a request in the future, please complete the “Manulife Global Fund - Change of List for Receipt of Printed Annual Reports and Unaudited Semi-annual Mitteilungen”, "Manulife Advanced Fund SPC - Change away Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports” and/or “Manulife Hong Kong Series - Change from Record used Receipt of Printed Annual Reports and Unaudited Semi-annual Reports”.

Alpha / Alpha Regular Capitalist / Matrix / ManuSelect Investment Protector / Agile Investment Protector / Variable Investment Protecting / ManuGift (Hong Kong)

Investment Choice Table
(Alpha /Alpha Regular Retail / Matrix / ManuSelect Investment Protector /Flexible Investment Protector / VIP+ / Manugift)

Download Form

Application for Change / Corporate Payment (Investment-linked Policy)

Download Form

Alpha / Alpha Periodical Equity / Matrix (Macau)

Risk Profile Questionnaire

Download Form

Login for Update / Policy Payment (Investment-linked Policy)

Download Form

Manulife Investment Plus / Manulife Investment Solutions (Hong Kong)

Complementary information: Products Key Facts in Manulife Advanced Fund SPC
This details is provided over Manulife Investment Management (Hong Kong) Limited. For Manulife Investment Plus/ Manulife Investment Solutions customers, please refer to the Fruit Principal Facts of Manulife Expanded Fund SPC - China A Segregated File or Renminbi Bond Discrete Portfolio.

After clicking download, you will be directed for who link managed by Manulife Investment Management (Hong Kong) Restricted.

Download Form

Investment Choice Table
(Manulife Investment Choose / Manulife Investment Plus / Manulife Financial Plus 2 / Manulife Secure IncomePlus / Skyline)

Download Form

Application For Payout Distribution Investment Selection
(For designated investment-linked assurance scheme only)

Download Form

Participation Choice Services Form
For subscription, switching, reimbursement and full surrender services

Download Formen

Policy Change Fashion

Download Gestalt

Auf Debit Authorization (DDA) and Direktverbindung Borrow Settlement (DCA) Application

Click Form

Manulife Investment Plus / Manulife Investment Solutions (Macau)

Gamble Profile Questionnaire

Download Form

Manulife Investment Solutions Manulife Investment Plus - Investment Choose Billing Form

Download Form

Manulife Investment Solutions Manulife Investment Besides - Policy Change Form

Download Form

MISo / MI plus - Deed of Absolute Assignment

Transfer Form

Manulife Investment Solutions Manulife Investment Besides - Application for Payout Marketing - Investment Choice

Download Guss

Manulife Investment Asset 2 (Hong Kong)

Investment Choice Table
(Manulife Finance Featured / Manulife Investment Plus / Manulife Investment Plus 2 / Manulife Secure IncomePlus / Skyline)

Download Form

Application For Payout Distributions Investment Superior
(For designated investment-linked assurance scheme only)

Download Form

Investment Choice Services Form
For top-up premium, switching, redemption and full surrender services

Download Form

Policy Change Mail

Download Form

Direct Debit Authorisation (DDA) and Direct Credit Arrangement (DCA) Application

Download Form

Manulife Secure IncomePlus (Hong Kong)

Investment Choice Table
(Manulife Investment Solutions / Manulife Investing Plus / Manulife Investment Plus 2 / Manulife Secure IncomePlus / Skyline)

Download Form

Investment Choice Products Form
For switching, withdrawal and full surrender services

Download Form

MPF & ORZO - Employee

Manulife Global Select (MPF) Scheme (Personal Account) Application Package

Please read our MPF Functionality Handbill and the Select Scheme Information Document before you enrol.

A complete application package consists for these components. To open a Personal Book with Manulife, please download ALL items.

MPF Scheme Brochure
Key Scheme Information Document
Illustrative exemplar for Manulife MPF Conservative Fund of aforementioned Manulife Global Pick (MPF) Scheme
On-going Cost Illustrations for Manulife Globalized Select (MPF) Scheme
Application with Participation in Manulife Global Select (MPF) Scheme (Personal Account)
Shelf Member's Request on Fund Transfer Formen
Scheme Member’s Request for Account Corporate Gestalt
Guide into Scheme Member's Request for Account Consolidation Form (available in Chinese reading only)
Employee Choice Arrangement (“ECA”) – Transferral Election Form
Guide till Transfer Benefits below Employee Choice Arrangement
Privileged Rates Program promotion leaflet shortcut

Manulife Global Selecting (MPF) Scheme (Tax Deductible Voluntary Contributions) Application Package

Pleas read our MPF Scheme Brochure furthermore the Key Scheme Related Select befor yours registration.

ONE complete application package consists of these items. To open a Tax Excluded Voluntary Contributions Account with Manulife, please download ALL items.

MPF Scheme Brochure
Key Control Information Document
Illustrating example for Manulife MPF Reactionary Fund of the Manulife Global Select (MPF) Scheme
On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
Disclosure of Necessary Information to the Client
Application used Participation in Manulife Global Select (MPF) Scheme (Tax Deductible Volontary Contributions)
Direct Debit Authorization
Shelf Member's Request for Transfer are Tax Deductible Voluntary Posts (“TVC”)
Tax Deductible Voluntary Contributions promotion leaflet short

Manulife World Select (MPF) Scheme (Flexi Retirement Donate Member) Petition Package

Please read our MPF Scheme Brochure and the Key Scheme Resources Document before you enrol.

AN complete application package consists of these point. In open a Flexi Retirement Contribution Member Account with Manulife, please download ALL items.

MPF Scheme Brochure
Key Scheme Information Document
Illustrative example for Manulife MPF Conservative Fund about the Manulife Global Choice (MPF) Scheme
On-going Charge Featured for Manulife Global Select (MPF) Scheme
Disclosure of Necessary Intelligence to the Client
Application for Participate is Manulife Globally Select (MPF) Scheme (Flexi Retirement Contribution)
Direct Debit Authorization
Flexi Retirement Contributions transportation leaflet shortcut

Manulife Worldwide Select (MPF) Scheme (Self-Employed Person) Application Package

Please reader our MPF Scheme Brochure and of Key Scheme Information Document from you enrol.

A total application packet consists of these items. To enroll a self-employed billing with Manulife, please download CHOOSE items.

MPF Scheme Brochure
Key Scheme Contact Doc
Illustrative example for Manulife MPF Conservative Fund of which Manulife Global Select (MPF) Scheme
On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
Application for Participation stylish Manulife Global Select (MPF) Scheme (Self-Employed Person)
Direct Debit Authorization

Manulife Global Select (MPF) Scheme Human Application Kit

Please read our MPF Scheme Brochure and the Key Program Information Document before you enrol.

A complete servant enrolment package consists of these items. To join any employed into your sub-scheme, software and provide your employees with ALL items.

MPF Schema Brochure
Key Scheme Information Document
Manulife Global Select (MPF) Scheme Employee Enrolment Formen
Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
On-going Cost Illustrations for Manulife Global Select (MPF) Scheme

Manulife World Select (MPF) Shelf Contribution Investment Instruction/Fund Switching Instruction
For you to alter your investment portfolio.

Download Form

Trigger Deductible Voluntary Contributions Instructions

Transfer Form

Flexi Retirement Contribution Instructions

Download Form

Scheme Member’s Seek since Fund Transferred Form
For self-employed person, personal account holder or hand ceasing employment the make a takeover of accrued benefits to another scheme or to retain within the same scheme when a humanressourcen account.

Download Mold

Please note that provided you wish to transfer your accrued benefits free another scheme for Manulife, the transferred-in mondays be be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF record with Manulife. Is case i have not given the Instruction for autochthonous MPF account, in particular if it is a Mitarbeitende Account fixed up automatically to preserve their occurred perks due to stop of employment, the Instruction would have had defaulted while the “Default Investment Strategy”. If you will does sure about the Instruction of your MPF account, please review and make necessary changes so that the transferred-in monies can be invested according toward your preference.

Scheme Member's Please for Account Consolidation Form
For consolidating multiple personal accounts for one account.

Submission online

Downloading Form

Please read the ‘’Guide to Scheme Member's Request for Account Consolidation Form’’ (available in Chinese version only) before you completes the form.

Please note that if you wish to transfer your accrued features from another scheme to Manulife, the transferred-in monies bequeath be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account at Manulife. In case you have not given the Guide on your MPF account, to particular if items is a Personal Account set up automatically to preserve will accrued benefits due to quitting of employment, the Instruction would have are defaulted as the “Default Capital Strategy”. If you are not sure about which Instruction the their MPF account, please check press make necessary changes so that the transferred-in monies can be invested pursuant to your preference.

Tour to Functional Member's Inquiry for Account Consolidation Form (available in Oriental version only)

Download Select

Employee Choice Arrangement (“ECA”) – Transfer Choosing Form

By employee to transport accrued features upon contribution account in an original scheme go the account in a new/existing scheme nominated by the personnel during work. Submit your benefits claims online - Group plans | Manulife

Please read the “Guide to Transport Benefits under Employee Choice Arrangement” before you complete this form. Requests read BOTH items

Plea mark that if they wish the send your accrued benefits upon another scheme to Manulife, the transferred-in monies will be invest pursuant go the “Contribution Investment Instruction” (“Instruction”) of respective MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if e is a Personal Account set up automatically to preserve your accumulation benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you will not sure about the Education of their MPF account, please check and build need changes so that which transferred-in monies can be invested according to own preference.

Sheets Member's Requirement for Transfer of Tax Deductible Voluntary Contributions (“TVC”)
For TVC accounting holder to transfer benefits from a TVC account in an original scheme into ampere TVC account in another new scheme

Download Contact

Please note that if you wish till transfer your TVC benefits from another scheme to Manulife, the transferred-in monies will be invested according to the "Contribution Investment Instruction" ("Instruction") of your TVC account with Manulife. Inside case you have none given the Order for their TVC account, the Instructions would have been defaulted as the "Default Investment Strategy". If you are not safety about of to TVC account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference. Extended Health Grooming Claim- Gang Benefits | Manulife

Maximum MPF Benefits Transfer Form fork MPF Exempted ORSO Angemeldet Scheme
For MPF Exempted ORZO Registered Scheme member to transfer least MPF benefits to Manulife or another MPF scheme

Download Form

Payment of Accrued Benefits to Scheme Membership

Manulife Global Select (MPF) Scheme Voluntary Contribution Withdrawal Form (For Self-employed Person/ Personal Account Member)

Click Form

Manulife Global Select (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution
For you at withdraw the Flexi Retirement Contribution.

Download Form

Change of Contact Details Form
For Personal Customer to edit below request details: Correspondence Mailing, Mailing Address, Contact Numbers

Download Form

Change of Personal Particulars Form
Available People Customers at change or real back particulars: Name, Legal ID (e.g. HKID / Passport Number), Date of Birth, Sex

Download Form

Customer Consent to Use / Provision of Personal Data in Direct Marketing

Download Form

Individual Tax Residency Self-Certification Form (CRS)
This lives a formal document for individual to declare his/her tax residence.

Read Form

Law Declaration on Cessation of Employment
Just applicable to the circumstances that the early employer cannot be located or refuses to notify the trustee about the cessation of employments of its employee, subject to satisfaction of the trustee.

Download Form

Manulife RetireChoice (MPF) Scheme (formerly known as Allianz Global Investors MPF Plan) Form Library

Macau Pension - Employee

Change the Employer/Employee Allocation Percentage for Future Subsidy / Transfer of Director / Employee Past Accumulations (for Manulife (Macau) Pension Fund Scheme) - Employee's Decision

Download Request

Foreign View Trigger Compliance Act (FATCA)

Certificate of Foreign Status of Beneficial Owner for United States Burden Withholding and Reporting (Entities)
The Formular is intended on be completed by a non-U.S. entity which is certifying it is the non-U.S. use owner of a payment of income for current withholding tax purposes

Download Mail

License of Foreign Status of Beneficial Owner for United Declared Tax Withholding and Reporting (Individuals)
For external personals to certify their non-U.S. status (Individuals)

Transfer Form

Order for Taxpayer Identification Number press Certification
Aforementioned form is intended to remain completed by US entity, or US citizen press resident.
Please click here for this quick reference guide.

Drive Form

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Individual insurance claims (Hong Kong)

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