Policy servicing documentation checklist

Type of Request Document Requirement
Change of Occupation a) Request for Change form
b) Appointment Letter may be required subject to terms and conditions.
Addition of Riders a) Request for Change form
b) Health Certificate
c) Medical Report may be required subject to term and condition.
Cancellation of Riders a) Request for Change Form
Increase in Basic Life Sum Assured a) Request for Change form
b) Health Certificate
c) Medical Report may be required subject to term and condition.
Decrease in Basic Life Sum Assured a) Request for Change form
Increase in Rider Sum Assured a) Request for Change form
b) Health Certificate
c) Medical Report may be required subject to term and condition.
Decrease in Basic Life Sum Assured a) Request for Change form
Change of Address a) Change of Contact Detail form or
b) Request For Change Form or
c) Letter sign by policy holder
Nomination a) Nomination form
Assignment a) Absolute Assignment form
b) Stamping duty is required
Contingent Owner a) Contingent Owner Form
Amend of Name or Identity Card Number a) Request For Change Form
b) Photocopy of Identity Card or Birth certificate
Application for Duplicate policy a) Statutory Declaration Form
b) Processing Fee RM 10.00
Change Payment Mode or Frequency of payment a) Request For Change Form
Application Of Policy Loan a) Policy Loan Application form
b) Policy Loan Agreement form (2 original copies)
c) Proof of Age Policy Owner / Assignee Certified by Commission of Oath or Allianz Customer Services Officer.
d) Proof of Age Life Assured Certified by Commission of Oath or Allianz Customer Services Officer.
Withdrawal of Cash Dividend, Regular Cash Payment or Survival Benefit a) Discharge Receipt
Reduced Paid-Up a) Application for Reduced Paid-Up Form
b) Proof of Age Policy Owner / Assignee Certified by Commission of Oath or Allianz Customer Services Officer.
c) Proof of Age Life Assured Certified by Commission of Oath or Allianz Customer Services Officer.
d) Conversion will only take place on Policy Anniversary.
Extended Term Insurance a) Application for Extended Term Insurance Form
b) Proof of Age Policy Owner / Assignee Certified by Commission of Oath or Allianz Customer Services Officer.
c) Proof of Age Life Assured Certified by Commission of Oath or Allianz Customer Services Officer.
d) Conversion will only take place on Policy Anniversary.
Surrender of Policy a) Application of Surrender form duly completed
b) A copy of Policy Owner/ Assignee NRIC
c) A copy of Life Assured NRIC
d) Original Policy Contract

Your Checklist:
a) Signature of Policy Owner/Assignee
b) Signature of Trustee
c) Signature of Witness
d) E-Payment Section duly completed
e) Customer Declaration Section duly completed

Our Surrender Process:
a) Submit complete document to Allianz Life Branch
b) Allianz receives document and process surrender
c) Surrender approved (Approved within 4 working days for standard cases)
d) Surrender payout via E-Payment (Payout within 5 working days)
 

The above information serves as a guide.

If you require any assistance or forms for the above, kindly contact your servicing agent or our Allianz Contact Center at 1-300-88-1028 or you may write to us at customer.service@allianz.com.my