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Policy Self-Service

Our checklist can help you find the documents you need to perform key policy servicing actions

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
Walk-in to Allianz branch office
  • 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

*Notes

  • E-policy is only applicable for policies issued after 6 March 2017 and customers who opted for e-policy during policy application.
  • No processing fee is required for this policy
  • 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

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 1-300-22-5542 or you may write to us at customer.service@allianz.com.my.