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 ofa*ge policy owner / assignee certified by Commission of Oath or Allianz Customer Services Officer
- Proof ofa*ge 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 ofpolicy 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