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Pph1Vfsfaf : Variable Life Policy Fund Switch and Change in Fund Allocation Form

1) The document is a variable life policy fund switch and change in fund allocation form. It contains the policy owner's details and instructions to switch investment funds or change fund allocations. 2) The policy owner provides percentages to change the allocation of funds or identifies specific funds to switch from and switch to. 3) The policy owner must sign the form to certify the information and declarations regarding the use of their personal data by the insurance company.

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ano_ni_mouse
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109 views

Pph1Vfsfaf : Variable Life Policy Fund Switch and Change in Fund Allocation Form

1) The document is a variable life policy fund switch and change in fund allocation form. It contains the policy owner's details and instructions to switch investment funds or change fund allocations. 2) The policy owner provides percentages to change the allocation of funds or identifies specific funds to switch from and switch to. 3) The policy owner must sign the form to certify the information and declarations regarding the use of their personal data by the insurance company.

Uploaded by

ano_ni_mouse
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Policy Number(s)

*PPH1VFSFAF*

Variable Life Policy Fund Switch


and Change in Fund Allocation Form
Important Notes:
1. This form is to be accomplished by the Policy Owner/Assignee in BLOCK LETTERS.
2. Please do not sign on a blank form.
3. Please put a shade in the circle to indicate your choice(s).

FOR OFFICE USE ONLY


Date Received: ____________
Time Received: ____________
Receiving
Dept./Office: ______________

Type of Request
Fund Allocation

Fund Switch

Policy Details

FOR DISTRIBUTORS USE ONLY


FE/Advisors code:

Full Name of Insured (Last Name, First Name, Middle Initial)


Phone No.

Cellphone No.

__________________________
FE/Advisors name:

Email

__________________________
Full Name of Policy Owner (Last Name, First Name, Middle Initial)
Cellphone No.

Phone No.

FE/Advisors mobile number:


__________________________

Email

Full Name of Assignee

Note:

Cellphone No.

Phone No.

The Policy Owner may change


the allocation of any particular
fund at any time while the policy
is still in-force. Subject to the
minimum amount set by
AXA Philippines.

Email

Applicable to Change in Fund Allocation Instruction


I/We would like to apply for the change of the Fund Allocation Instruction as indicated below
Investment Fund Name

Allocation Percentage (%)

The minimum amount to be


switched and for minimum
allocation for each Investment
Fund is subject to the minimum
amount set by AXA Philippines.

Requirements:

Total

100%

Fund Switch
I/We would like to switch Investment Fund(s) as shown below in column (i) to other Investment Fund(s) as shown in column (ii).
Switch from
Investment Fund Name

Switch to
(i) Switch from (Units)

Investment Fund Name

(ii) Switch to (Percentage)

Duly accomplished Variable Life


Policy Fund Switch and Change
in Fund Allocation Form.
Photocopy of two (2) Current
Valid IDs with clear signature of
the Owner/Irrevocable Beneficiary.

The Total Investment Fund(s)


allocation must add up to 100%.
The minimum fund allocation per
fund type is subject to minimum
amount set by AXA Philippines.

The Policy Owner may transfer or


switch any of his/her units in a
particular fund to another fund
subject to the approval of the
company.

PPH1VFSFAF2011.07

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Variable Life Policy Fund Switch and Change in Fund Allocation Form

Certification of Customary Signature


IMPORTANT: If signature differs between AXA file and documents submitted, please complete this form.

CERTIFICATION OF CUSTOMARY SIGNATURE


This is to certify that I am the same person who signed in the policy contract. I hereby confirm that the declarations
and information therein were given by me, and I certify that they are true and complete to the best of my knowledge.
Finally, the signature appearing on all the forms and valid ID/s are my customary signatures and for which reason
I have signed both with my customary signatures as follows:
1.

Declarations and Agreement


HEREBY DECLARE AND AGREE that:
(1) The application as indicated above is based on my own judgment and I did not rely on any advice provided by the
Advisor/ Financial Executive;
(2) All information in the application whether or not written by my hand are to the best of my knowledge and belief
complete and true;
(3) Any personal data of the Relevant Persons collected or held by AXA Philippines (whether contained in the application
or otherwise), may be used in connection with matching for whatever purpose with such other personal data and/or
may be used, stored, disclosed, transferred (whether within or outside the Philippines) to such persons as the
Company may consider necessary including without limitation any of its affiliated companies, or any individuals/
organizations associated with the Company:
(i) to process and deal with the application;
(ii) to provide all services related to the application/s and promote and improve services by the Company and
its affiliated companies;
(iii) to communicate with the Relevant Persons for any purpose and/or comply with the laws of any applicable
jurisdiction.
(4) If the Relevant Persons fail to provide any information requested in the application, it may result in the Companys
inability to process and to deal with the application;
(5) I have the full authority from and consent of the Relevant Persons to make the above declarations and agreements.
The Relevant Persons have the right to request, access to and correct any of the personal data held by the
Company concerning the Relevant Persons. I understand that any request may be made in writing and addressed
to AXA Philippines Head Office and its branches nationwide.

IMPORTANT: PLEASE DO NOT SIGN ON A BLANK FORM


Signed at __________________________________ this _______day of _______________________.

Signature over printed name of Policy Owner

Lets Stay Connected!


We would like to serve you
better and keep you abreast
with news and information
about the Company and your
policy. Help us ensure timely
delivery of our services
by providing us your current
contact information.
Here is my updated information:
Mailing Address:
Home
Business
_______________________________
_______________________________
_______________________________
_______________________________
_______________________________

Signature over printed name of Assignee*, if any

_______________________________
Home No.:
_______________________________
Office No.:

Signature over printed name of Irrevocable Beneficiary*, if any

_______________________________
Mobile No.:
_______________________________
Email Address:

*If there is more than 1 assignee and or irrevocable beneficiary, please use this portion in indicating their
respective names and signatures.

_______________________________
YES! I would like to receive news
from AXA via:

PPH1VFSFAF2011.07

Mail

Email

Mobile SMS

Personal Call

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