Policy Self-Service

 For investment-linked plan:

•  Quote letter
• Appointment letter may be required subject to terms and conditions
  

For universal life and traditional life plan:

• Request for change form
• Appointment letter may be required subject to terms and conditions

For investment-linked plan:

• Quote letter
• Health certificate
• Medical report may be required subject to terms and conditions
  

For universal life and traditional life plan:

• Request for change form
• Health certificate
• Medical report may be required subject to terms and conditions

For investment-linked plan:

• Quote letter
  

For universal life and traditional life plan:

• Request for change form

For investment-linked plan:

• Quote letter
• Health certificate
• Medical report may be required subject to terms and conditions
  

For universal life and traditional life plan:

• Request for change form
• Health certificate
• Medical report may be required subject to terms and conditions

For investment-linked plan:

• Quote letter
  

For universal life and traditional life plan:

• Request for change form

For investment-linked plan:

• Quote letter
• Health certificate
• Medical report may be required subject to terms and conditions
  

For universal life and traditional life plan:

• Request for change form
• Health certificate
• Medical report may be required subject to terms and conditions

For investment-linked plan:

• Quote letter
  

For universal life and traditional life plan:

• Request for change form

• Change of contact detail form or
• Request for change form or
• Letter sign by policy holder

• Nomination form

• Contingent owner form

• Request for change form
• Photocopy of identity card or birth certificate

Hard copy policy

• Declaration loss of policy
• Processing fee of RM 50.00 is required

E-policy*

• Duly signed letter from policyholder

• Duly signed letter from policyholder

For investment-linked plan:

• Quote letter

For universal life plan:

• Quote letter (if the policy is on premium holiday); or
• Request for change form (if the policy is paid up to date)
  

For traditional life plan:

• Request for change form

• Policy loan application form
• Policy loan agreement form (2 original copies)
• Proof of age policy owner / assignee certified by Commission of Oath or Allianz Customer Services Officer
• Proof of age life assured certified by Commission of Oath or Allianz Customer Services Officer

• Discharge receipt

• Application for reduced paid-up form
• Proof of age policy owner / assignee certified by Commission of Oath or Allianz Customer Services Officer
• Proof of age life assured certified by Commission of Oath or Allianz Customer Services Officer
• Conversion will only take place on policy anniversary

• Application for extended term insurance form
• Proof of age policy owner / assignee certified by Commission of Oath or Allianz Customer Services Officer
• Proof of age life assured certified by Commission of Oath or Allianz Customer Services Officer
• Conversion will only take place on policy anniversary

• Application of surrender form duly completed
• A copy of policy owner / assignee NRIC
• A copy of life assured NRIC
• Original policy contract
  

Your checklist:

• Signature of policy owner / assignee
• Signature of trustee
• Signature of witness
• e-Payment section duly completed
• Customer declaration section duly completed
  

Our surrender process:

• Submit complete document to Allianz Life branch
• Allianz receives document and process surrender
• Surrender approved (Approved within 4 working days for standard cases)
• Surrender payout via e-Payment (Payout within 5 working days)

• Benefit election option form