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Variable Life Policy

 

 

Fund Switch / Change of Investment Allocation of Premiums

 

Policy owner may at any time request to switch all or part of the account value with respect to any of the Funds at Bid Price to one or more of the other Funds at Offer Price.

 

To request for fund switch, fill out the Application for Fund Switch / Change of Investment Allocation of Premiums form and submit to Client Services Department together with a photocopy of one (1) valid identification form (e.g. passport, SSS ID, Driver’s License, etc). A fund switch fee may be charged from the account value of the original fund (if applicable).

 

 


Partial Withdrawal/Surrender

 

For partial withdrawal or full surrender of fund value, fill out the Application for Withdrawal/Surrender form and submit to Client Services Department together with a photocopy of one (1) valid identification form (e.g. passport, SSS ID, Driver’s License, etc.) and the original policy contract.

 

A court order is required if the irrevocable beneficiary to countersign the withdrawal form is a minor.

 

 

 

Top-Up Premium

 

PolicyOwner may at any time request for a one-time addition or “Top-up” while the policy is in force subject to company rules.

 

For regular top-up transaction, fill out the Application for Top-Up Premium form and submit to Client Services Department together with a photocopy of one (1) valid identification form (e.g. passport, SSS ID, Driver’s License, etc.). Additional documents may be required depending on the data disclosed in the initial documents submitted.

 

For top-up request on variable life policy with back-end loading, fill out the Application for Top-up Premium (BEL) form and submit to Client Services Department together with the other requirements mentioned above.