Policy Servicing Form

Download the forms you need to update or make a change to your policy.
Girl filling up forms

Forms you will need

What would you like to change?

 

I want to...

Form

Self-served

update my address/email address/contact no.

 Change of Address and Details

 

 

PRUAccess Plus

update my/my child’s personal details

Minor Alteration

 

 Not available



Update payment details

 

I want to...

Form

Self-served

update my credit or debit card details/settings

Credit/Debit Enrolment

 

PRUAccess Plus

deduct premium(s) from my savings/current account

Direct Debit Authorisation

 

Not available

have the payment to be credited directly to my savings/current account

Direct Credit

 

PRUAccess Plus

 

change my payment frequency/mode

Payment Alteration

 

Not available

Update nomination or contingent assured

 

I want to...

Form

nominate my family member(s) or friends to receive my policy proceeds

Trust and Nomination

 

nominate my family member(s) or friends to receive Group Policy proceeds

Nomination of Beneficiary (Selected Group Policy) 

appoint my immediate family member(s) to become owner (Contingent Assured) of my child’s policy after my demise

Contingent Assured 

 

Change investment preference

 

I want to...

Form

do a single premium top up

 Single Premium Top Up 

For more information, please click here.

invest/relocate my premiums to another PRULink fund

Withdrawal, Switching or Premium Redirection

 

Change benefit payout option

 

I want to...

Form

change my Survival Benefit/Guaranteed Cash payout option

Options for Periodic Payouts

 

Request for payout

 

I want to...

Form

request for my Goal Achievement Benefit/Academic Achievement Award

Incentive and Award Payout

 

request for a Policy Loan from my policy

Policy Loan Agreement

 

request a Surrender of Reversionary Bonus/make my policy Paid Up

Paid Up or Bonus Application

 

request for payout from my accumulation option

Withdrawal from Accumulation Option

 

make a partial withdrawal from my PRULink fund

 Withdrawal, Switching or Premium Re-Direction

 

For more information on our Withdrawal Guideline, click here.

surrender my policy

 Policy Surrender

 

Reinstate a lapsed policy

 

I want to...

Form

revive my policy that is currently lapsed

Policy Revival

 

revive my Direct Marketing-Telemarketing (DMTM) policy that is currently lapsed

DMTM Policy Revival

 

revive my policy that has lapsed for more than 6 months

Personal Statement 

 

Change of signature

 

I want to...

Form

declare a signature change in my policy

Signature Declaration 

 

Foreign Exchange Administration (FEA) declaration

 

I want to...

Form

declare my domestic borrowing status and/or residency status in my policy

Notice & Declaration on Foreign Exchange Administration

 



Common Reporting Standard (CRS)

The Policy Servicing forms listed above constitute the common forms that are in use, however if you are not able to locate the forms you are looking for or if you have any questions, please contact our Customer Service at 03-2771 0228 or email us at customer.mys@prudential.com.my.