香港友邦保险保户服務表格 - 接受之版本編號一覧表(最新)

标签:
香港保险香港友邦保险香港保险售后服务香港保险产品 |
分类: 香港友邦保险(AIA) |
去香港买保险,售后服务很重要,有些客户告知原来的顾问消失,请我代为协助。提供最新的友邦保户服务表格供参考,如需要请告知所需服务事项,如下:
Only the versions
stated below are accepted by the Company(香港友邦公司只接受以下所列之版本編號的表格):
Form Number表格編號 |
Form Name 表格名稱 |
Accepted Version(s) 接受之版本編號 |
OPPOSF01 |
Request Form for Dividend, FPDA, Cash Endowment 紅利/現金儲備金戶口/可支取現金申請表 |
0513; 0613 |
OPPOSF02 |
Policy Loan Agreement 保單貸款同意書保單權益轉讓及利息同意書 |
0513; 0613 |
OPPOSF03 |
Request for Cash Surrender 現金退保申請書 |
0513; 0613 |
OPPOSF04 |
Request for Change Form/Subsequent Application for Personal Accident Contract 更改保單申請表/人身意外保險申請表 |
0513; 0613 |
OPPOSF06 |
Policy Lost Declaration 保單遺失聲明 |
0613 |
OPPOSF07 |
Health Certificate 健康證明書 |
0513; 0613 |
OPPOSF08 |
Agreement and Assignment of Policy as Collateral Security for Mortgage Loan 保單同意及轉讓書作為抵押貸款之抵押 |
0613 |
OPPOSF09 |
Collateral Security for Personal Loan 私人貸款轉讓書 |
0613 |
OPPOSF10 |
Agreement and Assignment of Policy as Collateral Security for Overdraft Facility 保單同意及轉讓書作為透支抵押 |
0613 |
OPPOSF17 |
Request for Investment-Linked / Universal Life Plan Services 投資連繫式/萬用壽險計劃服務申請表 |
0513; 0613 |
OPPOSF19 |
Loss of HealthCard / Network Hospital Card Declaration 門診咭/綱絡住院咭報失聲明 |
0613 |
OPPOSF20 |
Education Awards and Scholarships Application Form 優等學業成績獎勵 / 獎學金申請書 |
0613 |
OPPOSF22 |
Premium Offset Option Quotation Form 扣除保費選擇評估申請表 |
0513; 0613 |
OPPOSF23 |
AIA Asset Accumulator / AIA Asset Accumulator (Enhanced Death Benefit) - Client's Declaration 友邦「財庫之選」投資計劃 或 友邦「財庫之選」投資計劃(卓越保障) |
0613 |
OPPOSF24 |
AIG Capital Saver by AIA - Client's Declaration 資本匯聚友邦投資計劃 |
0613 |
OPPOSF25 |
Study Loan Application Form 升學 / 進修貸款申請書 |
0613 |
OPPOSF26 |
Request to Change Servicing Broker 申請更改服務經紀 |
0613 |
OPPOSF27 |
Request to Change Servicing Agent 申請更改服務營業員 |
0513; 0613 |
OPPOSF28 |
Request For Change Of Beneficiary And Appointment Of Trustee Of A Minor Beneficiary 更改受益人及為未成年受益人委任信託人申請表 |
0513; 0613 |
OPPOSF29 |
Request For Change Of Beneficiary/Signature/Ownership/Trustee 更改受益人/簽名/持有人/信託人申請表 |
0513; 0613 |
OPPOSF30 |
Request Form for Change of Address / Telephone Numbers / Fax / Email Address / Apply "AIA e-Advice" 更改通訊地址/聯絡電話/傳真/電郵地址/申請「友邦電子通知書」申請表格 |
0613 |
OPPOSF32 |
Premium Repayment for Premium Holiday 繳還「暫停繳費」期內之保費 |
0613 |
OPPOSF33 |
Investment Linked Assurance Schemes - Indemnity Declartion For Instructions By Fax投資連繫式保險計劃 - 傳真指示彌償聲明 |
0613 |
OPPOSF34 |
Request For Investment-Linked Plan Services - Applicable To Instructions By Fax Only (Switching & Change Of Investment Allocation) 投資連繫式計劃服務申請表 - 只適用於傳真指示(調配及更改投資分配) |
0613 |
OPPOSF35 |
Request for AIA e-Advice Service 友邦電子通知書申請表 |
0613 |
OPPOSF37 |
Notification for Updated Information of the Capital Investment Entrant Scheme (“CIES”) / Financial Intermediary** (“FI”) 更新資本投資者入境計劃申請 / 指定金融中介機構通知 |
0513 |
OPPOSF39 |
Executive Care Change to Executive Care Pro / Multiple Care Pro -- Declaration Form 「易達安心保」轉換至「泰然安心保」 / 「多重安心保」 -- 聲明書 |
0613 |
OPPOSF40 |
Request For Application/Change of e-BankIn (Applicable to Hong Kong Policy Only) 「電子入賬服務」申請/更改表(只適用於香港保單) |
0613 |
OPPOSF42 |
Request For Premium Holiday Form 暫停供款申請表 |
0613 |
OPPOSF43 |
Request Form for Maturity Benefit Transfer (For Selected Customers only) 期滿利益轉移申請表 (特選客戶專用) |
0613 |
OPPOSF45 |
Request Form For Maturity Benefit 期滿利益申請表 |
0613 |
OPPOSF46 |
Request for Change Form/Subsequent Application for Personal Accident Contract (for business introduced by insurance brokers including Independent Financial Advisors ("IFA") acting in the capacity as an insurance broker) 更改保單申請表/人身意外保險申請表 (適用於由保險經紀包括獨立財務顧問以保險經紀身份銷售的業務) |
0613 |
PLPOS01 |
REQUEST FOR CHANGE FORM FOR PERSONAL LINES PRODUCTS個人財物保險產品 - 更改保單申請表 |
0613 |
David Huang
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