• Submitting Unit Link Policy Transactions

Surrender / Withdrawal

Surrender / Withdrawal

Surrender / Withdrawal Procedure

  • Fill in the Surrender / Withdrawal Filing Form (attached) in accordance with the policy owned and signed by the Policyholder.
  • Attach an original policy for submission of surrender
  • Attach copies of valid ID cards (KTP / SIM / Passport), and other supporting documents (if required).
  • Submit the document to the marketing office / Regional Service Center / National Service Center

Form

Unit Link Transaction Submission Form

Top Up (Unit Link)

Top Up (Unit Link)

Top Up (Addition of Unit Link Investment Fund) It's possible if there is no premium arrears during the period of one year.

Top Up Procedures

  • Fill out and sign the Submission Unit Link / Unit Link Requisition Link (attached) in accordance with the policy owned
  • Attach copies of valid ID cardholders (KTP / SIM / Passport), or other supporting documents (if required)
  • Submit the document to the marketing office / Regional Service Center / National Service Center

Form :

Unit Link Transaction Submission Form

Switching Type of Investment

Switching Type of Investment

Switching Type of Investment request that the policyholder has owned to the different investments.

Switching Procedure

  • Fill out and sign the Submission Unit Link / Unit Link Requisition Form (attached) form in accordance with the policy owned and signed
  • Attach copies of valid ID cardholders (KTP / SIM / Passport), or other supporting documents (if required)
  • Submit the document to the marketing office / Regional Service Center / National Service Center

Form :

Unit Link Submission Form

Change of Investment Type (Premium Redirection)

Change of Investment Type (Premium Redirection)

Request to change the investment type that policyholders owned to different types of investments.

Premium Redirection Procedure

  • Fill out the Unit Link/Unit Link Requisition form (attached) in accordance with the policy owned and signed
  • Attach copies of valid ID cardholders (KTP / SIM / Passport), or other supporting documents (if required)
  • Send the document to the marketing office / Regional Service Center / National Service

Form

Unit Link Submission Form

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