| 1. |
Increase in Sum Assured |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
|
Alteration Request Form |
|
Personal statement (Declaration of health) |
|
Medical examination may be required subject to terms and conditions |
|
If there is an increase in premium, please; |
|
|
| |
- Submit a new auto-debit authorization form if there is an authority limit on the previous form
- Submit a new credit card enrolment form if you want to charge your payment on a new credit card
- Advise your bank on the increase of premium to be paid for payment via standing instruction
|
|
|
|
Before changes to the benefits of policy take effect, premium has to be paid up-to-date |
|
| |
|
| b) |
For Investment linked products |
|
|
| |
|
Supplementary Proposal form |
|
Medical examination may be required subject to terms and conditions |
|
Other medical / financial requirements (e.g. declaration of health and sum assured applied for) |
|
If there is an increase in premium, please; |
|
|
| |
- Submit a new auto-debit authorization form if there is an authority limit on the previous form
- Submit a new credit card enrolment form if you want to charge your payment on a new credit card
- Advise your bank on the increase of premium to be paid for payment via standing instruction
|
|
|
|
Before changes to the benefits of policy take effect, premium has to be paid up-to-date |
|
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 2. |
Reduction of Sum Assured |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Alteration Request Form |
| |
|
| b) |
For Investment linked products |
|
|
| |
- Alteration Request Form |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 3. |
Change of mode or frequency of payment |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Alteration Request Form or letter signed by policyholder |
| |
|
| b) |
For Investment linked products |
|
|
| |
- Alteration Request Form or letter signed by policyholder |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 4. |
Change of occupation |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Alteration Request Form or letter signed by policyholder
- Occupational Questionnaire
|
| |
|
| b) |
For Investment linked products |
|
|
| |
- Alteration Request Form (to state date of occupation change) or letter signed by policyholder
- Occupational Questionnaire
|
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 5. |
Cancellation of riders |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
Alteration Request Form or letter signed by policyholder |
| |
|
| b) |
For Investment linked products |
|
|
| |
-Alteration Request Form or letter signed by policyholder |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 6. |
Declaration as smoker/removal of smoker rate |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Alteration Request Form or letter signed by policyholder |
| |
|
| b) |
For Investment linked products |
|
|
| |
- Alteration Request Form or letter signed by policyholder |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 7. |
Inclusion of benefits |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
|
Alteration Request Form |
|
Personal statement (Declaration of health) |
|
If there is an increase in premium, please; |
|
|
| |
- Submit a new auto-debit authorization form if there is an authority limit on the previous form
- Submit a new credit card enrolment form if you want to charge your payment on a new credit card
- Advise your bank on the increase of premium to be paid for payment via standing instruction
|
|
|
|
Before changes to the benefits of policy take effect, premium has to be up-to-date |
|
| |
|
| b) |
For Investment linked products |
|
|
| |
|
Supplementary Proposal form |
|
If there is an increase in premium, please; |
|
|
| |
- Submit a new auto-debit authorization form if there is an authority limit on the previous form
- Submit a new credit card enrolment form if you want to charge your payment on a new credit card
- Advise your bank on the increase of premium to be paid for payment via standing instruction
|
|
|
|
Before changes to the benefits of policy take effect, premium has to be paid up-to-date |
|
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 8. |
Revival |
| |
|
| |
Documents required: |
|
|
| |
For all products |
|
|
| |
|
Revival Application Form (RAF) |
|
Personal statement (Declaration of Health) |
|
Medical examination if policy has been lapsed for more than 1 year |
|
Required premium payment for revival is stated in the table below: |
|
|
| |
| Payment Type |
Required number of Premium Payment for each Payment Frequency |
| Monthly |
Quarterly/Half-Yearly/Yearly |
| Cash/Cheque |
3 |
1 |
| Banker's Order/Credit Card |
2 |
1 |
|
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 9. |
Surrender |
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Written notice from policyholder(assured)/ Completion of Request for Valuation Quotation Form
- Completion of Application for Policy Loan/Surrender Form (for PRUvantage policies)
- Original policy document and endorsement slip/schedule (if any)
- Acceptance of valuation and discharge form completed by assured and trustee(s) / nominee(s)/ assignee(s)
|
| |
|
| b) |
For Investment linked products |
|
|
| |
- Application for top up/switching/withdrawal/surrender/Premium Redirection forms completed by policyholder(assured) and nominee(s) /trustee(s) / assignee(s), if applicable (Only select the surrender column)
- Original policy document and endorsement slip/schedule (if any)
|
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 10. |
Policy Loan |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Written notice from policyholder(assured) applying for policy loan and amount/Completion of Request for Valuation Quotation Form
- Completion of Application for Policy Loan/Surrender Form (for PRUvantage policies)
- Original policy document and endorsement slip/schedule (if any)
- Acceptance of loan amount by signing the loan form and loan agreement by assured and nominee(s) / trustee(s) / assignee(s)
|
| |
|
| b) |
Not applicable for Investment linked products |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 11. |
Cash Bonus |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Written notice from policyholder(assured)/Completion of Request for Valuation Quotation Form
- Original policy document and endorsement slip/schedule (if any)
- Acceptance of bonus amount by signing Cash Bonus Quotation form by assured and nominee(s) / trustee(s) / assignee(s)
|
| |
|
| b) |
Not applicable for Investment linked products |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 12. |
Paid-Up |
| |
|
| |
Documents required: |
|
|
| |
| a) |
For Whole Life/Endowment/Term products |
|
|
| |
- Written notice from policyholder applying for paid-up /Completion of Request for Valuation Quotation Form
- Original policy document and endorsement slip/schedule (if any)
- Acceptance of paid-up value, by signing Paid Up Quotation form, by assured and nominee(s) / trustee(s) / assignee(s)
|
| |
|
| b) |
Not applicable for Investment linked products |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 13. |
Withdrawal |
| |
|
| |
Documents required: |
|
|
| |
| a) |
Not applicable for Whole Life/Endowment/Term products |
| |
|
| b) |
For Investment linked products |
|
|
| |
- Application for top up/switching/withdrawal/surrender/Premium Redirection form completed by policyholder(assured) and nominee(s) / trustee(s) / assignee(s) |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 14. |
Fund Switching |
| |
|
| |
Documents required: |
|
|
| |
| a) |
Not applicable for Whole Life/Endowment/Term products |
| |
|
| b) |
For Investment linked products |
|
|
| |
- Application for top up/switching/withdrawal/surrender/Premium Redirection form completed by policyholder(assured) |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 15. |
Premium Redirection |
| |
|
| |
Documents required: |
|
|
| |
| a) |
Not applicable for Whole Life/Endowment/Term products |
| |
|
| b) |
For Investment linked products |
|
|
| |
- Application for top up/switching/withdrawal/surrender/Premium Redirection form completed by policyholder(assured) |
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 16. |
Nomination |
| |
|
| |
Documents required: |
|
|
| |
For all products |
|
|
| |
- Nomination Form
- A Revocation form needs to be completed if any subsequent nomination is made (applicable for cases whereby trust is created)
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 17. |
Trust |
| |
|
| |
Documents required: |
|
|
| |
For all products |
|
|
| |
- Nomination Form with completion of Trustee section
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 18. |
Assignment |
| |
|
| |
Documents required: |
|
|
| |
For all products |
|
|
| |
- Absolute Deed of Assignment Form
- Stamp duty RM10.00
- For a policy where a trust has been created, a written consent from Trustee is required
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 19. |
Re-assignment |
| |
|
| |
Documents required: |
|
|
| |
For all products |
|
|
| |
- Absolute Deed of Re-Assignment Form
- Stamp duty RM10.00
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
| |
|
| |
|
| |
|
| 20. |
Loss of Policy Document |
| |
|
| |
Documents required |
|
|
| |
For all products |
|
|
| |
- Statutory Declaration Form signed by assured and verified by the Justice of Peace, Notary Public or other officer empowered by law to administer oaths affirmations or affidavits
- RM30 Administration Charge to issue duplicate policy document
- Stamp Duty RM10.00
|
| |
|
| |
If you require any assistance or forms for the above, kindly contact your agent or our Customer Service at 03-21160228 or write to us at
customer.mys@prudential.com.my |
