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This document outlines the procedures for changing the premium payment instructions for HSBC Life insurance policies. It includes details on eligible payors, methods of payment, compliance with FATCA regulations, and instructions for submitting the necessary documentation. The document also addresses the suspension and reactivation of premium collections.
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How to fill out change of premium instruction

01
Begin by gathering all relevant policy information, including policy number and holder's details.
02
Clearly state the reason for the change in premium on the form.
03
Provide the current premium amounts and the proposed new premium amounts.
04
Include any supporting documentation that justifies the change, if applicable.
05
Ensure all required signatures are obtained, including from the policyholder and any relevant third parties.
06
Submit the completed form to the appropriate department, either through mail, email, or an online portal.
07
Keep a copy of the submitted form for your records.

Who needs change of premium instruction?

01
Insurance policyholders who experience changes in their financial status.
02
Individuals seeking to adjust coverage options or benefits.
03
Businesses that need to align their insurance premiums with changes in risk assessments or employee numbers.
04
Financial advisors or agents assisting clients with policy modifications.
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Change of premium instruction refers to the formal request or process by which policyholders notify their insurance company about changes to their premium rates or coverage.
Typically, the policyholder or the institution responsible for managing the insurance on behalf of the policyholder is required to file a change of premium instruction.
To fill out a change of premium instruction, policyholders should provide their policy number, details of the changes requested, supporting documentation if necessary, and their signature.
The purpose of the change of premium instruction is to formally communicate any adjustments in premium rates, ensuring the correct billing and maintaining compliance with insurance regulations.
Required information typically includes the policyholder's name and contact information, policy number, precise changes requested, effective date of changes, and any relevant supporting documents.
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