Zurich Life Insurance (HK) Ltd
We work with our trusted partners to help you and your loved ones achieve their financial aspirations, look farther, and accelerate towards a brighter future.
To help you manage your policy as easily as possible, we have prepared all the essential forms and documents below for your policy servicing needs.
*Policy portfolio of Zurich Life Insurance Company Ltd has already been transferred to Zurich Life Insurance (Hong Kong) Limited. You can find relevant policy services on this page.
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Self service via OneZurich Customer Portal
Explore our key features below with step-by-step instructions. Need assistance? Get in touch with us online!
Change contact information
Make adjustments to your policies, such as updating contact details and addresses.
Fund management
Check and manage your fund portfolio, or request fund switching and reallocation.
View investment portfolio >
Track fund transaction records >
Brief description of investment choice switching methods >
Fund switching >
Change future investment >
Risk profile questionnaire
Check your current risk appetite and update Risk profile questionnaire instantly.
Submit Risk profile questionnaire >
View Risk profile questionnaire records >
Remarks:
1. If you wish to change to an address outside Hong Kong, or update your current address that is outside Hong Kong, please contact us via the online enquiry form here.
2. If you would like to access EziNet, please click here. (Applicable to other investment-linked policies purchased before 2015)
How can we help?
Policy service forms
For services marked below as available online, please download the relevant forms and submit via
For other service requests, please mail the original copy of the form to us to process your request, or contact our Customer Care Hotline for assistance.
25-26/F, One Island East, 18 Westlands Road, Island East, Hong Kong
+852 2968 2383 9:00 a.m. – 5:30 p.m., Monday to Friday (except public holidays)
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1. Changes of policy information
ii) Forms applicable to individual policyholder only Online Mail Change of policyholder/Update new policyholder form Nomination/Change of contingent policyholder form (Applicable to the policy purchased in or after 2019) iii) Forms applicable to corporate policyholder only Online Mail Corporate policyholder requirement checklist Change of policyholder form Corporate information alteration form -
2. Payment
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3. Withdrawal
Forms Online Mail Request for maturity encashment/policy surrender/partial withdrawal/loan^/dividend withdrawal (Applicable to individual policyholder)
Remarks:
1. Documents required: Certified Hong Kong permanent ID copy of the policyholder
2. Policy loan will bear interest.
3. For policy loan and dividend withdrawal with amount less than HKD70,000, uploading service request online is available.** Request for maturity encashment/policy surrender/partial withdrawal/loan^/dividend withdrawal (Applicable to corporate policyholder)
Remarks:
1. Documents required: Please refer to Corporate policyholder requirement checklist.
2. Policy loan will bear interest.Request for retirement income/ regular withdrawal -
4. Others
For the full list of service requests acceptance via upload, please check here.
Claims
For accident claim and medical/hospital cash claim submissions, you can click here to submit new claim by e-form.
If you wish to make other life policy claim(s), please call our Customer Care Hotline on +852 2535 3502 or click here to enquire. To facilitate processing, please submit all required documents with the claim form.
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1. Critical illness/Female Product claim
Additional information: Completed appropriate "Attending Physician Statement" and all medical evidence copy issued by hospital and doctor
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2. Death/Payor benefit claim
Additional documents required:
1. Original Death Certificate
2. ID Card copy of the deceased
3. Certified true copy of ID Card of the beneficiary
4. Authorization for obtaining medical report
5. Original Policy document or Lost of Policy Declaration
6. Letter of Administration if the policy has no designated beneficiary and there is no will left, or probate if there is a will left
7. Certified true copy of address proof of beneficiary/administrator issued within the last three months (e.g. gas, water, electricity, phone bill for land line or bank statement)
8. Relationship proof copy between the life insured and the beneficiary
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3. New born baby bonus
Additional information: Birth certificate and immunization card of baby
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4. Waiver of premium
Additional information: Disability evidence, sick leave certificate and employment letter
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5. Long term care claim form
Changes on investment choices
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1. Documents in 2024
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2. Documents in 2023
Important information
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1. Important note for payment
Applicable to the policy purchased before 2015: download here
Applicable to the policy purchased in or after 2019: download here
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2. Frequently Asked Questions (“FAQ”) on the Insurance Authority (“IA”) Levy
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3. Important facts statement - policy replacement
Contact us
Do you have further questions? Fill in the enquiry form and we will be in touch!
