Top up ContributionTop Ups are premiums that help boost your investment. And the benefits of your plan. Use this form if you'd like to pay a Top Up Premium. Make sure you're still within the age limit.
Fund SwitchingWould you like to move your investment from one fund to another? You can, with this form. Of course, conditions for fund switching as stated in the policy contract will be considered and followed.
Premium ReallocationIf you change your mind about how you'd like to allocate your money among the funds we have, then fill in this form. Once all's good, the change will be applied on your next premium payment. It's that easy.
Partial WithdrawalUse this form if it's a partial withdrawal you want to do. It could be an amount of money or the number of units and funds. Do note that this will go through processing. So, give us some time.
Policy Surrender While we'd rather you stayed with us, sometimes, it can't be helped. Use this form to withdraw your Cash Surrender Value (Traditional Policy) or Total Account Value (VUL Policy), less the charges, if any. Once processed, all your benefits will cease, and your policy will no longer be in force.
Hospital Cash ClaimIf an illness or an injury requires you to be hospitalized for at least two (2) full days or 48 hours, then this form will be useful to you. Get your daily Hospital Cash Benefit to help you get well…faster.
Critical Illness and Disability ClaimNo one likes to talk about critical illnesses and accidents. Use this form to claim your benefits should either happen.
Death ClaimShould tragedy strike the Insured, the beneficiary/ies will need to fill in this form prior to a claim.
Attending Physician's StatementIf the Insured passes away within two years from the policy start date, use this form to make a claim. Do remember, though, that the form must be filled out by the doctor/s who attended to the Insured. It must be submitted with the Beneficiary Claim form.
ReinstatementRestore your insurance cover with this form. You can reinstate your policy within three (3) years from the end of the grace period. Do note that a payment of a Top Up Premium will be required.
Policy Change RequestIf you need to make changes in your policy, then this is the form you need. We will need to validate the changes before we can apply them.
Policy SurrenderWhile we'd rather you stayed with us, sometimes, it can't be helped. Use this form to withdraw your Cash Surrender Value (Traditional Policy) or Total Account Value (VUL Policy), less the charges, if any. Once processed, all your benefits will cease, and your policy will no longer be in force.
Policy Loan FormExclusive to traditional policies where you can loan up to 90% of your cash value - just submit this form together with a valid ID so we can process your request. Reminder: this isn't applicable to VUL policies.
Auto-Debit Arrangement FormThis form allows you to enroll in EastWest Bank’s Auto-Debit Arrangement (ADA). Use this to update your ADA payment info for your Troo policies.