Policy Servicing Form

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

Forms you will need

What would you like to change?

I want to...

Form

Self-served

update my address/email address/contact no.

Not available

Pulse

PRUServices

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	Not available	PRUServices
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	PRUServices
change my payment frequency/mode	Payment Alteration	Not available

Update nomination, novation, contingent assured or alternate life assured/alternate 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 my coverage proceeds	Trust and Nomination - Smart Secure+
nominate my family member(s) or friends to receive Group Policy proceeds	Nomination of Beneficiary (Selected Group Policy)
nominate my family member(s) or friends to receive MortgageCover proceeds	Nomination of Beneficiary (For MortgageCover only)
appoint my immediate family member(s) to become owner (Contingent Assured) of my child’s policy after my demise	Contingent Assured
appoint my immediate family member(s) to become Life Assured (Alternate Life Assured) of my policy after the demise of my existing Life Assured appoint my immediate family member(s) to become owner (Alternate Assured) of my policy after my demise	Alternate Life Assured / Alternate Assured Applicable to selected plan only.
transfer certificate ownership to Insured Member after the demise of existing Certificate Holder and Insured Member attained age 18 years old	Novation Agreement - EPF Applicable for EPF products only.

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 account	Withdrawal from Accumulation Option Account
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)

I want to...

Form

know more about CRS

CRS FAQ

Individual Tax Residency Self Certification

Entity Declaration

Controlling Person Tax Residency Self Certification

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.

Need help? Talk to us