Forms library

• Change residential address, contact number, or email

• Update personal particulars such as Name, Citizenship or Tax residency
  
  Please click here for information on Common Reporting Standard ('CRS') and Tax-Residency Self-Certification.

• PayNow/Electronic Fund Transfer (EFT) Instruction Form
  
  To opt for PayNow or EFT to receive your policy payouts, such as surrender proceeds, coupons or dividends and premium refunds, directly into your bank account.

• Telegraphic Transfer (TT) Form
  
  Apply for Telegraphic Transfer (TT) to credit your policy payout directly to your overseas bank account.

• Coupon/Reversionary Bonus Withdrawal Form

• Regular Withdrawal – Variable Annuity Form

• Policy Loan Form

• Surrender or withdraw a policy

Before you assign your policy, please read the information provided on this page.

• Absolute Assignment to an Entity Form

• Absolute Assignment to an Individual Form

• Collateral Assignment Form

• Form 1: Nominate a beneficiary for a trust nomination

• Form 2: Revoke a beneficiary from a trust nomination

• Form 3: Appoint or revoke a trustee

• Form 4: Nominate a beneficiary for a revocable nomination

• Form 5: Revoke a beneficiary from a revocable nomination

• Form 6: Revocation via a will/assignment

• Change of representative

• Corporate Owner Certification Form

• Corporate Policy Owner Authorised Signatory Form

• Application for Exemption from Home Protection Scheme (HPS)

• Contingent Policy Owner Form

• Policy Details Change Form
  
  
  • Change in Premium
    
    
  • Change in Sum Insured
    
    
  • Change Rider/Supplementary Benefit
    
    
  • Change in Recurring Single Premium (RSP) - SRS policies only
    
    
  • Change in Payment Arrangement
    
    
  • Change Coupon/Dividend Payout Option/Retirement Income Benefit Option/Income Payout Period 
    
    
  • Change Insured Person
    
    
  • Change Occupation of Insured
    
    
  • Conversion to Paid Up
    
    
  • Review Medical Loading/Exclusions*

• New Business Amendment form

• Application for Reinstatement Form
  
  Note: Not required for reinstatement of Guaranteed Issuance Offer (GIO) plans

• Application of Secondary Life Insured Form

Note: Not required for reinstatement of Guaranteed Issuance Offer (GIO) plans

• Enclosure of Certified True Copy of Will Form

Policy Details Change Form

• Change Payment Frequency

• GIRO termination
  
  
• Premium Holiday
  
  
• Premium Freeze Option
   

• Interbank GIRO Application Form
  
  This form is for corporate policy owners, policy owners with a collateral assigned policy who are not POSB or DBS account holders, and for policy owners who wish to set up a GIRO arrangement with banks other than the nine participating banks.
  
  If you would like to set up a GIRO arrangement with any of the nine participating banks - DBS/POSB, OCBC, UOB, Citibank, Standard Chartered, HSBC, Maybank, ICBC and Bank of China - please apply online.

• Auto re-balance your portfolio
  
  To set an instruction to automatically adjust your portfolio holdings to match your chosen fund allocation.

• Policy Details Change Form
  
  Change your dividend payout method between reinvesting dividends to purchase additional units or receiving them as a payout.

• Change premium allocation (Premium redirection)
  
  To allocate your future premiums to different funds.

• Single Premium Top-Up Form
  
  Top up your investment-linked policy with a lump sum investment.
   
  We encourage you to get in touch with your Representative, who can help you to review the suitability of your investment and assist with any questions you may have on the Customer Knowledge Assessment (CKA).

• Perform a fund switch
  
  To transfer your fund value or units to different funds.

• Surrender/Withdrawal Form
  
  Withdraw reinvested dividends from your Manulife InvestReady (III), Manulife SmartRetire (II), Manulife SmartRetire (III), and Manulife SmartRetire (V) policies without incurring surrender charges.

Details of critical illness claim procedures 

• Critical Illness Claim Form
  
  If you encounter any difficulties submitting your claim online, you can send the completed claim form along with the required documents to us via email or mail. Please note that this method of submission will take longer to process than submitting online.

• Critical Illness Attending Physician Statement (APS)
  
  Depending on the type of illness, you would have to contact your doctor to complete the relevant Attending Physician Statement document. The cost of obtaining this document from your doctor will be borne by you.

Details of death claim procedures

• Death Claim Form
  
  If you encounter any difficulties submitting your claim online, you can send the completed claim form along with the required documents to us via email or mail. Please note that this method of submission will take longer to process than submitting online.

• Claimant Regulatory Tax Declaration Form
  
  To be completed by all claimants, including Controlling Person(s) of trusts.

• Death Attending Physician Statement (APS)
  
  For claims which require further information, you may be asked to contact the doctor to complete the Death Attending Physician Statement document. The cost of obtaining this document from your doctor will be borne by you.

Details of death claim procedures

• Disability Claim Form
  
  If you encounter any difficulties submitting your claim online, you can send the completed claim form along with the required documents to us via email or mail. Please note that this method of submission will take longer to process than submitting online.

• Disability Attending Physician Statement (APS)
  
  You would have to contact your doctor to complete the Disability Attending Physician Statement document. The cost of obtaining this document from your doctor will be borne by you.

Details of medical claim procedures

• Medical Claim Form
  
  If you encounter any difficulties submitting your claim online, you can send the completed claim form along with the required documents to us via email or mail. Please note that this method of submission will take longer to process than submitting online.

• Medical Attending Physician Statement (APS)
  
  For claims which require further information, you may be asked to contact the doctor to complete the Medical Claim Attending Physician Statement document. The cost of obtaining this document from your doctor will be borne by you.

Details of personal accident claim procedures

• Personal Accident Claim Form

• Personal Accident Attending Physician Statement (APS)
  
  For claims which require further information, you may be asked to contact the doctor to complete the Personal Accident Attending Physician Statement document. The cost of obtaining this document from your doctor will be borne by you.

Details of retrenchment claim procedures

• Retrenchment Benefit Claim Form

Details of special benefit claim procedures

• Special Benefit Claim Form
  
  Only applicable to the Mum@myfuture plan, Him@myfuture plan, Her@myfuture plan, Kid@myfuture plan and Premier Lady plans.

• Attending Physician Statement (APS)
  
  Depending on the type of illness, you would have to contact your doctor to complete the relevant Attending Physician Statement document. The cost of obtaining this document from your doctor will be borne by you.

• Change of Flexible Options - RetireSavvy Form

• Update for Health Advantage Benefit

• Premium Shortfall Charge Refund Request Form
  
  Eligibility for a refund of the Premium Shortfall Charge requires that all overdue premiums are fully settled. All submitted requests will be assessed on a case-by-case basis.  

• Application for Financial Transactions
  (except Signature Wealth)

• Application for Policy Changes
  (except Signature Wealth)

• Topup/Subsequent Premium
  (For Variable Universal Life plans)

• Withdrawal/Surrender
  (For Variable Universal Life plans)

• Application for Change
  (For Variable Universal Life plans)

• Premium Prepayment Facility Form 
  (For New Applications only) 

• Interbank GIRO Application Form (for USD policies)
  (This form is for corporate and individual policy owners who wish to set up a GIRO arrangement with DBS, specifically for high net worth multi-pay plans.)

• Business Reply Envelope