SERVICES
Required documents
Documents | Acquisition |
|---|---|
Application form (OIU) | |
Two valid identification documents with photos | Prepare on your own |
How to apply
By postal mail
By fax
Notes
- Change the proposer
- There must have an insurable interest between the new proposer and the insured.
- Signatures are required for parties. (You should have to provide relevant supporting documents.)
- The original proposer and the new proposer have to provide two valid identification documents with photos.(For example, personal ID, driving license or other documents sufficient for verifying the nationality, original place of residence or place of permanent residence.)
- The new proposer has to provide the「FATCA Certification」.
- Change ID/ Passport No./ Date of birth/Name of the proposer and the insured
- Provide two valid identification documents with photos(For example, personal ID, driving license or other documents sufficient for verifying the nationality, original place of residence or place of permanent residence.)
- To change the name of the proposer and the insured, you need to sign the new Signature and the original Signature.
- If you can not sign the original signature, please issue a statement to Taiwan Life.
- Change signature
- You need to sign the new Signature and the original Signature.
- If you can not sign the original signature, please issue a statement to Taiwan Life.
- If the proposer or the insured is underage, a co-signatory of his / her legal representative is required.
- Change residential address
- Residential Address can not be a Post office box.
- Change payment frequency
- This shall be administered based on the minimum premium requirement and payment frequency for the respective insurance products.
- Change beneficiary
- If the specified beneficiary is not spouse, direct relative or statutory successor, need explanation in writing.
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