| No. |
Item |
Time
Limit of Application |
Related
Documents
|
Others
|
| Group
Policy Administration Application Form |
Policy
(Original) |
Receipt |
Endorsement |
Certificate
Card of Covered person |
ID
card of Trustee's (hard copy) |
| 1 |
Change of
Policyholder's name
|
Before Policy
Expiration Date |
¡̀ |
¡̀ |
|
|
|
¡̀ |
Name change
approval issued by Industrial and Commercial Administration
Department or its Supervised Bureau. |
| 2 |
Change of
Policyholder Contact Information
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
|
|
| 3 |
Change of
Special Coverage Agreement
|
Before Policy
Expiration Date
|
¡̀ |
¡̀ |
|
|
|
¡̀ |
|
| 4 |
Withdraw
In Cooling-off Period |
Before cooling-off
day (within ten days after when the policyholder confirms to
receive the policy)
|
¡̀ |
¡̀(take back)
|
¡̀(take back)
|
|
|
¡̀ |
|
| 5 |
Surrender
|
Before Policy
Expiration Date
|
¡̀ |
¡̀(take back)
|
|
|
|
¡̀ |
|
| 6 |
Policy
Reissue
|
Before Policy
Expiration Date
|
¡̀ |
¡̀(take back
the damaged policy)
|
|
|
|
¡̀ |
Policy Damaged
and lost Declaration |
| 7 |
Endorsement
Reissue
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
¡̀ |
Endorsement
Defiled Declaration |
| 8 |
Change of
Insured Information
|
Before Policy
Expiration Date
|
¡̀ |
|
|
¡̀(take back
the damaged endorsement)
|
|
|
Indication
of Insured's correct age and sex |
| 9 |
Change of
benefit class
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
|
|
| 10 |
Change of
salary
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
|
Indication
of insured's income certificate by the policyholder |
| 11 |
Change of
Bank Account
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
|
Insured's
new number of bank account(hard copy) |
| 12 |
Change of
Occupation/ Type of work
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
|
|
| 13 |
Change of
Beneficiary
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
¡̀£¨if the
insured not apply for by himself or herself£©
|
ID card
of the insured and the beneficiary |
| 14 |
Addition
of Insured
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
|
If nessary,each
insured should provide declaration of health. |
| 15 |
Addition
of Rider |
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
|
If nessary,each
insured should provide declaration of health. |
| 16 |
Addition
of Sum Insured |
Before Policy
Expiration Date
|
¡̀£¨need to
record the change of the insured's position and salary£©
|
|
|
|
|
|
If nessary,each
insured should provide declaration of health. |
| 17 |
Termination
of Insured |
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
¡̀ |
|
| 18 |
Termination
of Rider
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
¡̀ |
|
| 19 |
Termination
of Sum Insured
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
|
¡̀ |
|
| 20 |
Certificate
Card Reissue
|
Before Policy
Expiration Date
|
¡̀ |
|
|
|
¡̀£¨damaged
insured's certificate card£©
|
|
Insured's
Certificate Card Damaged and Lost Declaration and Insured's
ID card
|