To submit a claim or make a request, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. Learn more about our personalised services and hassle-free claim process.
Find claim forms related to:
- Life insurance – Death claims
- Life insurance – Major illness / female benefit / terminal illness claims
- Life insurance – VHIS pre-authorisation and claims
- Life insurance – Disability claims
- Life insurance – Hospital cash / unemployment claims
- Life insurance – HSBC One cancer coverage claims
- Life insurance – HSBC Premier Elite / HSBC Global Private Banking coverage claims
- Life insurance – HSBC Mastercard® Commercial Credit Card coverage claims
- General insurance – Accidental and health claims
- General insurance – Home and domestic helper claims
- General insurance – Mortgage claims
- General insurance – Motor claims
- General insurance – Second opinion / pre-authorisation forms
- General insurance – Travel claims
- Employee benefit claims
Claim Forms
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Major illness claims – Cancer | Download form (PDF) | Submit form |
| Major illness claims – Heart attack | Download form (PDF) | Submit form |
| Major illness claims – Stroke | Download form (PDF) | Submit form |
| Dementia protection claims | Download form (PDF) | Submit form |
| Female benefit claims | Download form (PDF) | Submit form |
| Terminal illness claims | Download form (PDF) | Submit form |
| Claim requests | Major illness claims – Cancer |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Heart attack |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Stroke |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Dementia protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Female benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Terminal illness claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| HSBC VHIS medical claims | Download form (PDF) | Submit form |
| HSBC VHIS Flexi Plan – Pre-authorisation form | Download form (PDF) | Submit form |
| Claim requests | HSBC VHIS medical claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | HSBC VHIS Flexi Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Disability claims | Download form (PDF) | Submit form |
| Claim requests | Disability claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Hospital cash benefit claims | Download form (PDF) | Submit form |
| Unemployment benefit claims |
Download form (PDF) | Submit form |
| Claim requests | Hospital cash benefit claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Unemployment benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Major illness claims – Cancer |
Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Major illness claims – Cancer |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Compassionate death claims | Download form (PDF) | Submit form |
| Overseas accidental hospital cash benefit claims | Download form (PDF) | Submit form |
| Claim requests | Compassionate death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Overseas accidental hospital cash benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| AccidentSurance claims | Download form (PDF) | Mail to AXA |
| Cancer Care – Lump sum benefit claims |
Download form (PDF) | Mail to AXA |
| Cancer Care – Medical consultation and caring benefits claims | Download form (PDF) | Mail to AXA |
| Card repayment plan claims | Download form (PDF) | Mail to AXA |
| Dental claims | Download form (PDF) | Mail to AXA |
| FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare – Outpatient and dental claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare Plus / AXA GI WiseGuard medical insurance claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| Hospitalisation and surgical claims | Download form (PDF) | Mail to AXA |
| HospitalSurance / refundable HospitalSurance claims | Download form (PDF) | Mail to AXA |
| Outpatient claims | Download form (PDF) | Mail to AXA |
| Overseas StudySurance claims | Download form (PDF) | Mail to AXA |
| Personal Accident Insurance claims (for IncomeSurance) | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Out-patient, dental and optical claims | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims | Download form (PDF) | Mail to AXA |
| Claim requests | AccidentSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Cancer Care – Lump sum benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Cancer Care – Medical consultation and caring benefits claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Card repayment plan claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare – Outpatient and dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare Plus / AXA GI WiseGuard medical insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | Hospitalisation and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HospitalSurance / refundable HospitalSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Outpatient claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Overseas StudySurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Personal Accident Insurance claims (for IncomeSurance) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Out-patient, dental and optical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Home Content Insurance claims | Download form (PDF) | Mail to AXA |
| LivingSurance claims |
Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | Home Content Insurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
LivingSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HelperShield / Helper Insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Mortgage repayment protection claims | Download form (PDF) | Mail to AXA |
| Loan repayment protection claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Mortgage repayment protection claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Loan repayment protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Motor accident claims | Download form (PDF) | Mail to AXA |
| Motor windscreen claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Motor accident claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Motor windscreen claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| FirstCare – Remote second opinion service form | Download form (PDF) | Mail to AXA |
| FirstCare Plus – Second medical opinion form |
Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Second medical opinion form | Download form (PDF) | Mail to AXA |
| Claim requests | FirstCare – Remote second opinion service form |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare Plus – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | FirstCare / FirstCare Plus – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| TravelSurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | TravelSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Critical Illness | Download form (PDF) | Mail to us |
| Death Claim | Download form (PDF) | Mail to us |
| Dismemberment | Download form (PDF) | Mail to us |
| Hospital Cash Benefit | Download form (PDF) | Mail to us |
| Hospitalisation And Surgical | Download form (PDF) | Mail to us |
| Loss of Original Receipt(s) | Download form (PDF) | Mail to us |
| Outpatient Benefit | Download form (PDF) | Mail to us |
| Simplified Critical Illness | Download form (PDF) | Mail to us |
| Terminal Illness | Download form (PDF) | Mail to us |
| Total and Permanent Disability/Accidental Dismemberment | Download form (PDF) | Mail to us |
| Total Disability Extended Death Benefit | Download form (PDF) | Mail to us |
| Claim requests | Critical Illness |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Death Claim |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospital Cash Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospitalisation And Surgical |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Loss of Original Receipt(s) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Outpatient Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Simplified Critical Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Terminal Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total and Permanent Disability/Accidental Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total Disability Extended Death Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
To update your policies, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. You can also update your policies via the HSBC HK App or HSBC Online Banking – learn more.
Find forms related to
- Life insurance – Policy cancellation / policy value withdrawal / assignment of policy
- Life insurance – Policy amendments and requests
- Life insurance – Policy loss / replacement/ reinstatement
- Life insurance – Application supporting documents
- Tax and FATCA-related forms
- General insurance – Policy amendments and requests
Policy servicing forms
| Requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Request for life policy surrender / cancellation | Download form (PDF) | Submit form | |
| Application for policy value withdrawal / policy loan | Download form (PDF) | Submit form | |
| Assignment of policy as collateral security | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Request for life policy surrender / cancellation |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Application for policy value withdrawal / policy loan |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Assignment of policy as collateral security |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking |
| Amendments and requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Change of customer information1 | Download form (PDF) | Submit form | |
| Change of beneficiary1 | Download form (PDF) | Submit form | Log on to update |
| Change of policy payment option | Download form (PDF) | Submit form | Log on to update |
| Change of premium instruction | Download form (PDF) | Submit form | |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
Download form (PDF) | Submit form | |
| Transfer of policy ownership | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of policy benefit | Download form (PDF) | Submit form | |
| Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit | Download form (PDF) | Drop off at a branch or mail to us | |
| Investment-linked products – Application for statement / reduction of regular (investment) premium | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life | Download form (PDF) | Drop off at a branch or mail to us | |
| Reissue payment | Download form (PDF) | Submit form |
| Amendments and requests | Change of customer information1 |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of beneficiary1 |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of policy payment option |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of premium instruction |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Transfer of policy ownership |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Investment-linked products – Application for statement / reduction of regular (investment) premium |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Reissue payment |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking |
1 You can also make these updates via the HSBC HK App – learn more.
| Request | Step 1 | Step 2 |
|---|---|---|
| Lost policy declaration | Download form (PDF) | Drop at branch/ Mail to us |
| Policy replacement – important facts statement | Download form (PDF) | Drop at branch/ Mail to us |
| Policy reinstatement | Download form (PDF) | Submit form |
| Request | Lost policy declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy replacement – important facts statement |
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy reinstatement |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Step 1 | Step 2 |
|---|---|---|
| Additions, amendments or corrections for health, travel, financial and occupation-related information | Download form (PDF) | Submit form |
| Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information | Download form (PDF) | Submit form |
| Application documents | Additions, amendments or corrections for health, travel, financial and occupation-related information |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Step 1 | Step 2 |
|---|---|---|
| Active non-financial foreign entity declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Controlling person and tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Explanation of a US address | Drop off at a branch or mail to us | |
| Entity tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Individual tax residency self-certification | Download form (PDF) | Submit form |
| Non-profit organisation declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Active non-financial foreign entity declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Controlling person and tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Explanation of a US address |
| Step 1 | |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Entity tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Individual tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Non-profit organisation declaration |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Amendments and requests | Step 1 | Step 2 |
|---|---|---|
| AXA GI WiseGuard Medical Insurance Plan amendment | Download form (PDF) | Mail to AXA |
| Change of direct debit claims payment authorisation | Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus / Medical insurance amendment | Download form (PDF) | Mail to AXA |
| General insurance amendment request | Download form (PDF) | Mail to AXA |
| General insurance and medical insurance cancellation request | Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance amendment request | Download form (PDF) | Mail to AXA |
| Preferred care amendment request | Download form (PDF) | Mail to AXA |
| Third-party liability accident request | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – amendment request | Download form (PDF) | Mail to AXA |
| Amendments and requests | AXA GI WiseGuard Medical Insurance Plan amendment |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Change of direct debit claims payment authorisation |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | FirstCare / FirstCare Plus / Medical insurance amendment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance and medical insurance cancellation request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | HelperShield / Helper Insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Preferred care amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Third-party liability accident request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Worldwide Elite Medical Plan – amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
Take me straight to
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Eminent Goal Multi-Currency Insurance Plan
Dec 2023 >
HSBC Family Goal Insurance Plan
Jun 2022 > Feb 2021 > Jan 2019 – Bilingual > Jan 2019 > Aug 2018 >
HSBC FirstSave Insurance Plan II
Mar 2020 >
HSBC Paramount Global Life Insurance Plan II
Nov 2024 >
HSBC Term Protector
Nov 2019 > Jul 2018 – Bilingual > Jul 2018 > Apr 2018 > Oct 2016 >
HSBC Wealth Goal Insurance Plan III
Nov 2024 >
Goal Access Universal Life Plan (Education)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Goal Access Universal Life Plan (Protection)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Jade Global Generations Universal Life
Nov 2024 > Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Jade Ultra Global Generations Universal Life
Nov 2024 > Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Lifestyle Wealth Protection Plus
Jun 2017 >
Mortgage Protection Plan
Privileged Term Protection Plan
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Nov 2016 >
Target Protection Plus
Jun 2017 >
WholeLife Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Jan 2018 > Jun 2017 >
Rider Factsheets
Accident Death and Dismemberment Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Early Stage Critical Illness Benefit (Advance Payment) for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Hospital Cash Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jun 2017 >
Unemployment benefit
Feb 2021 >
Policy Provisions
HSBC VHIS Flexi Plan
(This is not applicable for applications on or after 6 Feb 2023.)
Silver Plan
Gold Plan
Diamond Plan
HSBC Ultra Wealth Goal Insurance Plan
Jan 2023 >
Jade Global / Jade Ultra Global Generations Universal Life
Policy Wording
Take me straight to
User guide and useful information
Life Insurance
General Insurance
Booklets and leaflets
Take me straight to
Offers from 2 December 2024 to 31 March 2025
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 4% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Eminent Goal Multi-Currency Insurance Plan | Up to 20% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 10% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Family Protector | 67% off your first year premium (8-month premium waiver) with designated promo code | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] 9-month first-year premium waiver | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Family Protector | Special first-year premium discount with the code found in the latest version of PayMe app. | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 7% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 15% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 5% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan II | Up to 20% off your first-year premium | 25 November 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first-year premium with designated promo code | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | [Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | First-year premium discount in HKD and USD with designated promo code | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 6% off your single premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 50% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Special first-year premium discount with the code found in the latest version of PayMe app. | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan III | Up to 20% off your first-year premium | 25 November 2024 – 31 March 2025 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 12% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Jade Universal Life Plans | Up to 20% off your first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Mortgage Protection Plan | 9-month premium waiver on first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Select insurance plans | Additional 1% first year premium discount on select insurance plans | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Select insurance plans | [Exclusive for Well+ members] Up to $100 RewardCash by joining the 'Get insured online challenge' and taking out new eligible HSBC Life insurance plans online | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) | From 19 Feb 2024 until further notice | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 4% off your premium during the first 5 years Note: Discount of premiums is not tax deductible. |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Eminent Goal Multi-Currency Insurance Plan |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
67% off your first year premium (8-month premium waiver) with designated promo code |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] 9-month first-year premium waiver |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 7% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 15% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 5% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan II |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
25 November 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first-year premium with designated promo code |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
First-year premium discount in HKD and USD with designated promo code |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 6% off your single premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan III |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
25 November 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 20% off your first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
9-month premium waiver on first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1% first year premium discount on select insurance plans |
| Promotional Period |
2 December 2024 – 31 March 2025 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
[Exclusive for Well+ members] Up to $100 RewardCash by joining the 'Get insured online challenge' and taking out new eligible HSBC Life insurance plans online |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) |
| Promotional Period |
From 19 Feb 2024 until further notice |
| T&C |
Terms and Conditions |
Offers from 2 December 2024 to 31 March 2025
| Campaign program | Offer | Promotional Period | T&C |
|---|---|---|---|
| HSBC Premier Mastercard® Credit Card RewardCash offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card | 17 June 2024 – 31 December 2024 | Terms and Conditions |
| Priority Pass One-year Membership Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches | 1 January 2024 – 31 December 2024 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan | 2 December 2024 – 31 March 2025 | Terms and Conditions |
| Campaign program | HSBC Premier Mastercard® Credit Card RewardCash offer |
|---|---|
| Offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card |
| Promotional Period | 17 June 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Priority Pass One-year Membership Offer |
| Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches |
| Promotional Period | 1 January 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 2 December 2024 – 31 March 2025 |
| T&C | Terms and Conditions |
Offers from 1 October 2024 to 31 December 2024
| Product |
Offer |
Promotional Period |
T&C |
|---|---|---|---|
| HSBC EarlyIncome Deferred Annuity Plan | Up to 4% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Eminent Goal Multi-Currency Insurance Plan | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Goal Insurance Plan | Up to 6% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | 67% off your first year premium (8-month premium waiver) with designated promo code | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | [Exclusive for Well+ members] 9-month first-year premium waiver | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Family Protector | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Flourish Income Annuity Plan | Up to 4% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Health Goal Insurance Plan | Up to 10% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Income Goal Deferred Annuity Plan | Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Jubilee Wealth Insurance Plan | Up to 4% off your single premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Paramount Global Life Insurance Plan | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | 15% off your first-year premium with designated promo code | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Guard Critical Illness Plan | [Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Swift Save Insurance Plan | First-year premium discount in HKD and USD with designated promo code | 17 September 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Ultra Wealth Goal Insurance Plan | Up to 3% off your single premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 30% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | 50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | [Exclusive for Well+ members] 50% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC VHIS Flexi Plan | Special first-year premium discount with the code found in the latest version of PayMe app. | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Wealth Goal Insurance Plan II | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| HSBC Wealth Select Protection Linked Plan | Up to 12% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Income Goal Insurance Plan II | Up to 3% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Jade Universal Life Plans | Up to 18% off your first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Mortgage Protection Plan | 9-month premium waiver on first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Privileged Term Protection Plan | Up to 3.5 month premium waiver on first-year premium | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount for first-time insurance buyer | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Additional 1% first year premium discount on Select insurance plans | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | [Exclusive for Well+ members] Up to $100 RewardCash by joining the challenge and taking out new eligible HSBC Life insurance plans online | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Select insurance plans | Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) | From 19 Feb 2024 until further notice | Terms and Conditions |
| Product |
HSBC EarlyIncome Deferred Annuity Plan |
|---|---|
| Offer |
Up to 4% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Eminent Goal Multi-Currency Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Goal Insurance Plan |
| Offer |
Up to 6% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
67% off your first year premium (8-month premium waiver) with designated promo code |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
[Exclusive for Well+ members] 9-month first-year premium waiver |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Family Protector |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Flourish Income Annuity Plan |
| Offer |
Up to 4% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Health Goal Insurance Plan |
| Offer |
Up to 10% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Income Goal Deferred Annuity Plan |
| Offer |
Up to 5% off your premium during the first 5 years
Note: Discount of premiums is not tax deductible. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Jubilee Wealth Insurance Plan |
| Offer |
Up to 4% off your single premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Paramount Global Life Insurance Plan |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
15% off your first-year premium with designated promo code |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Guard Critical Illness Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first year’s premium with 5-year premium payment period; or 20% off your first year’s premium with 2-year premium payment period |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Swift Save Insurance Plan |
| Offer |
First-year premium discount in HKD and USD with designated promo code |
| Promotional Period |
17 September 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Ultra Wealth Goal Insurance Plan |
| Offer |
Up to 3% off your single premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
30% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
50% your first-year premium when you apply together with HSBC Qualifying Deferred Annuity Plans |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
[Exclusive for Well+ members] 50% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
A first-year premium waiver for eligible customers when applying for any select life insurance plan with designated premium amount (applicable to annual payment policy only) |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC VHIS Flexi Plan |
| Offer |
Special first-year premium discount with the code found in the latest version of PayMe app. |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Goal Insurance Plan II |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
HSBC Wealth Select Protection Linked Plan |
| Offer |
Up to 12% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Income Goal Insurance Plan II |
| Offer |
Up to 3% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Jade Universal Life Plans |
| Offer |
Up to 18% off your first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Mortgage Protection Plan |
| Offer |
9-month premium waiver on first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Privileged Term Protection Plan |
| Offer |
Up to 3.5 month premium waiver on first-year premium |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount for first-time insurance buyer |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium discount upon maturity of eligible life insurance plan |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1.5% off first year premium upon newly opened or upgraded to HSBC Premier account |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Additional 1% first year premium discount on Select insurance plans |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
[Exclusive for Well+ members] Up to $100 RewardCash by joining the challenge and taking out new eligible HSBC Life insurance plans online |
| Promotional Period |
1 October 2024 – 31 December 2024 |
| T&C |
Terms and Conditions |
| Product |
Select insurance plans |
| Offer |
Preferential interest rate on time deposit after successfully applied for an eligible life insurance plan(s) |
| Promotional Period |
From 19 Feb 2024 until further notice |
| T&C |
Terms and Conditions |
Offers from 1 October to 31 December 2024
| Campaign program | Offer | Promotional Period | T&C |
|---|---|---|---|
| HSBC Life Double 11 Super Discount Offers | Get over 90% discount on first-year premium for select life insurance plans with designated promo code | 11 November 2024 – 15 November 2024 | Terms and Conditions |
| HSBC Premier Mastercard® Credit Card RewardCash offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card | 17 June 2024 – 31 December 2024 | Terms and Conditions |
| Priority Pass One-year Membership Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches | 1 January 2024 - 31 December 2024 | Terms and Conditions |
| Special Maturity Recapture Program discount | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan | 1 October 2024 – 31 December 2024 | Terms and Conditions |
| Campaign program | HSBC Life Double 11 Super Discount Offers |
|---|---|
| Offer | Get over 90% discount on first-year premium for select life insurance plans with designated promo code |
| Promotional Period | 11 November 2024 – 15 November 2024 |
| T&C | Terms and Conditions |
| Campaign program | HSBC Premier Mastercard® Credit Card RewardCash offer |
| Offer | Earn up to an extra $6,000 RewardCash by paying new policy’s premium to HSBC Life with HSBC Premier Mastercard® Credit Card |
| Promotional Period | 17 June 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Priority Pass One-year Membership Offer |
| Offer | Get up to 2 sets of Priority Pass one-year membership upon successful application of select life insurance plans at branches |
| Promotional Period | 1 January 2024 - 31 December 2024 |
| T&C | Terms and Conditions |
| Campaign program | Special Maturity Recapture Program discount |
| Offer | Up to 15% off your first-year premium on select insurance plans upon maturity of eligible life insurance pan |
| Promotional Period | 1 October 2024 – 31 December 2024 |
| T&C | Terms and Conditions |
OCC Summer Programme Lucky Draw Winners Announcement
Thank you for your participation in the OCC Summer Programme Lucky Draw which was held from 9 to 18 August 2024 (both dates inclusive). Winners will be notified through registered mail which will be sent on or before 2 September 2024.
You can find the winners list (PDF) here.
Make a claim
To submit a claim or make a request, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. Learn more about our personalised services and hassle-free claim process.
Find claim forms related to:
- Life insurance – Death claims
- Life insurance – Major illness / female benefit / terminal illness claims
- Life insurance – VHIS pre-authorisation and claims
- Life insurance – Disability claims
- Life insurance – Hospital cash / unemployment claims
- Life insurance – HSBC One cancer coverage claims
- Life insurance – HSBC Premier Elite / HSBC Global Private Banking coverage claims
- Life insurance – HSBC Mastercard® Commercial Credit Card coverage claims
- General insurance – Accidental and health claims
- General insurance – Home and domestic helper claims
- General insurance – Mortgage claims
- General insurance – Motor claims
- General insurance – Second opinion / pre-authorisation forms
- General insurance – Travel claims
- Employee benefit claims
Claim Forms
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Major illness claims – Cancer | Download form (PDF) | Submit form |
| Major illness claims – Heart attack | Download form (PDF) | Submit form |
| Major illness claims – Stroke | Download form (PDF) | Submit form |
| Dementia protection claims | Download form (PDF) | Submit form |
| Female benefit claims | Download form (PDF) | Submit form |
| Terminal illness claims | Download form (PDF) | Submit form |
| Claim requests | Major illness claims – Cancer |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Heart attack |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Major illness claims – Stroke |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Dementia protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Female benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Terminal illness claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| HSBC VHIS medical claims | Download form (PDF) | Submit form |
| HSBC VHIS Flexi Plan – Pre-authorisation form | Download form (PDF) | Submit form |
| Claim requests | HSBC VHIS medical claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | HSBC VHIS Flexi Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Disability claims | Download form (PDF) | Submit form |
| Claim requests | Disability claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Hospital cash benefit claims | Download form (PDF) | Submit form |
| Unemployment benefit claims |
Download form (PDF) | Submit form |
| Claim requests | Hospital cash benefit claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Unemployment benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Major illness claims – Cancer |
Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests |
Major illness claims – Cancer |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Death claims | Download form (PDF) | Submit form |
| Claim requests | Death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Compassionate death claims | Download form (PDF) | Submit form |
| Overseas accidental hospital cash benefit claims | Download form (PDF) | Submit form |
| Claim requests | Compassionate death claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Overseas accidental hospital cash benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| AccidentSurance claims | Download form (PDF) | Mail to AXA |
| Cancer Care – Lump sum benefit claims |
Download form (PDF) | Mail to AXA |
| Cancer Care – Medical consultation and caring benefits claims | Download form (PDF) | Mail to AXA |
| Card repayment plan claims | Download form (PDF) | Mail to AXA |
| Dental claims | Download form (PDF) | Mail to AXA |
| FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare – Outpatient and dental claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| FirstCare Plus / AXA GI WiseGuard medical insurance claims | Download form (PDF) | Mail to AXA or drop off at a branch |
| Hospitalisation and surgical claims | Download form (PDF) | Mail to AXA |
| HospitalSurance / refundable HospitalSurance claims | Download form (PDF) | Mail to AXA |
| Outpatient claims | Download form (PDF) | Mail to AXA |
| Overseas StudySurance claims | Download form (PDF) | Mail to AXA |
| Personal Accident Insurance claims (for IncomeSurance) | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Out-patient, dental and optical claims | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims | Download form (PDF) | Mail to AXA |
| Claim requests | AccidentSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Cancer Care – Lump sum benefit claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Cancer Care – Medical consultation and caring benefits claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Card repayment plan claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare – Hospitalisation, advanced diagnostic imaging and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare – Outpatient and dental claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | FirstCare Plus / AXA GI WiseGuard medical insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA or drop off at a branch |
| Claim requests | Hospitalisation and surgical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HospitalSurance / refundable HospitalSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Outpatient claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Overseas StudySurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Personal Accident Insurance claims (for IncomeSurance) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Out-patient, dental and optical claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Hospitalisation, surgical and maternity claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Home Content Insurance claims | Download form (PDF) | Mail to AXA |
| LivingSurance claims |
Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | Home Content Insurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
LivingSurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | HelperShield / Helper Insurance claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Mortgage repayment protection claims | Download form (PDF) | Mail to AXA |
| Loan repayment protection claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Mortgage repayment protection claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Loan repayment protection claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Motor accident claims | Download form (PDF) | Mail to AXA |
| Motor windscreen claims |
Download form (PDF) | Mail to AXA |
| Claim requests | Motor accident claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
Motor windscreen claims |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| FirstCare – Remote second opinion service form | Download form (PDF) | Mail to AXA |
| FirstCare Plus – Second medical opinion form |
Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Pre-authorisation form | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – Second medical opinion form | Download form (PDF) | Mail to AXA |
| Claim requests | FirstCare – Remote second opinion service form |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests |
FirstCare Plus – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | FirstCare / FirstCare Plus – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Pre-authorisation form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Worldwide Elite Medical Plan – Second medical opinion form |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| TravelSurance claims | Download form (PDF) | Mail to AXA |
| Claim requests | TravelSurance claims |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Claim requests | Step 1 | Step 2 |
|---|---|---|
| Critical Illness | Download form (PDF) | Mail to us |
| Death Claim | Download form (PDF) | Mail to us |
| Dismemberment | Download form (PDF) | Mail to us |
| Hospital Cash Benefit | Download form (PDF) | Mail to us |
| Hospitalisation And Surgical | Download form (PDF) | Mail to us |
| Loss of Original Receipt(s) | Download form (PDF) | Mail to us |
| Outpatient Benefit | Download form (PDF) | Mail to us |
| Simplified Critical Illness | Download form (PDF) | Mail to us |
| Terminal Illness | Download form (PDF) | Mail to us |
| Total and Permanent Disability/Accidental Dismemberment | Download form (PDF) | Mail to us |
| Total Disability Extended Death Benefit | Download form (PDF) | Mail to us |
| Claim requests | Critical Illness |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Death Claim |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospital Cash Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Hospitalisation And Surgical |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Loss of Original Receipt(s) |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Outpatient Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Simplified Critical Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Terminal Illness |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total and Permanent Disability/Accidental Dismemberment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
| Claim requests | Total Disability Extended Death Benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to us |
Amend your policy
To update your policies, simply download, complete and sign the forms you need. You can fill in life insurance forms electronically using a PDF reader, then upload them to the HSBC website. You can also update your policies via the HSBC HK App or HSBC Online Banking – learn more.
Find forms related to
- Life insurance – Policy cancellation / policy value withdrawal / assignment of policy
- Life insurance – Policy amendments and requests
- Life insurance – Policy loss / replacement/ reinstatement
- Life insurance – Application supporting documents
- Tax and FATCA-related forms
- General insurance – Policy amendments and requests
Policy servicing forms
| Requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Request for life policy surrender / cancellation | Download form (PDF) | Submit form | |
| Application for policy value withdrawal / policy loan | Download form (PDF) | Submit form | |
| Assignment of policy as collateral security | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Request for life policy surrender / cancellation |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Application for policy value withdrawal / policy loan |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Requests | Assignment of policy as collateral security |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking |
| Amendments and requests | Step 1 | Step 2 | Or update via Online banking |
|---|---|---|---|
| Change of customer information1 | Download form (PDF) | Submit form | |
| Change of beneficiary1 | Download form (PDF) | Submit form | Log on to update |
| Change of policy payment option | Download form (PDF) | Submit form | Log on to update |
| Change of premium instruction | Download form (PDF) | Submit form | |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
Download form (PDF) | Submit form | |
| Transfer of policy ownership | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of policy benefit | Download form (PDF) | Submit form | |
| Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit | Download form (PDF) | Drop off at a branch or mail to us | |
| Investment-linked products – Application for statement / reduction of regular (investment) premium | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan | Download form (PDF) | Drop off at a branch or mail to us | |
| Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life | Download form (PDF) | Drop off at a branch or mail to us | |
| Reissue payment | Download form (PDF) | Submit form |
| Amendments and requests | Change of customer information1 |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of beneficiary1 |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of policy payment option |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | Log on to update |
| Amendments and requests | Change of premium instruction |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests |
Reprint of annual statement / annual summary / physical medical card / duplicate policy contract |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Transfer of policy ownership |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking | |
| Amendments and requests | Change of HSBC Voluntary Health Insurance Flexi Plan policy benefit |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Investment-linked products – Application for statement / reduction of regular (investment) premium |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Wealth Goal Insurance Plan II/HSBC Ultra Wealth Goal Insurance Plan/HSBC Eminent Goal Multi-Currency Insurance Plan/HSBC Jubilee Wealth Insurance Plan/HSBC Flourish Income Annuity Plan |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Change of Life Insured －HSBC Health Goal Insurance Plan / HSBC Paramount Global Life Insurance Plan / Jade Global Generations Universal Life / Jade Ultra Global Generations Universal Life |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Or update via Online banking | |
| Amendments and requests | Reissue payment |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Or update via Online banking |
1 You can also make these updates via the HSBC HK App – learn more.
| Request | Step 1 | Step 2 |
|---|---|---|
| Lost policy declaration | Download form (PDF) | Drop at branch/ Mail to us |
| Policy replacement – important facts statement | Download form (PDF) | Drop at branch/ Mail to us |
| Policy reinstatement | Download form (PDF) | Submit form |
| Request | Lost policy declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy replacement – important facts statement |
| Step 1 | Download form (PDF) |
| Step 2 | Drop at branch/ Mail to us |
| Request | Policy reinstatement |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Step 1 | Step 2 |
|---|---|---|
| Additions, amendments or corrections for health, travel, financial and occupation-related information | Download form (PDF) | Submit form |
| Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information | Download form (PDF) | Submit form |
| Application documents | Additions, amendments or corrections for health, travel, financial and occupation-related information |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Application documents | Declaration for Japanese nationals; change or correction of personal details, address, contact number and premium payment information |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Step 1 | Step 2 |
|---|---|---|
| Active non-financial foreign entity declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Controlling person and tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Explanation of a US address | Drop off at a branch or mail to us | |
| Entity tax residency self-certification | Download form (PDF) | Drop off at a branch or mail to us |
| Individual tax residency self-certification | Download form (PDF) | Submit form |
| Non-profit organisation declaration | Download form (PDF) | Drop off at a branch or mail to us |
| Requests | Active non-financial foreign entity declaration |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Controlling person and tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Explanation of a US address |
| Step 1 | |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Entity tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Requests | Individual tax residency self-certification |
| Step 1 | Download form (PDF) |
| Step 2 | Submit form |
| Requests | Non-profit organisation declaration |
| Step 1 | Download form (PDF) |
| Step 2 | Drop off at a branch or mail to us |
| Amendments and requests | Step 1 | Step 2 |
|---|---|---|
| AXA GI WiseGuard Medical Insurance Plan amendment | Download form (PDF) | Mail to AXA |
| Change of direct debit claims payment authorisation | Download form (PDF) | Mail to AXA |
| FirstCare / FirstCare Plus / Medical insurance amendment | Download form (PDF) | Mail to AXA |
| General insurance amendment request | Download form (PDF) | Mail to AXA |
| General insurance and medical insurance cancellation request | Download form (PDF) | Mail to AXA |
| HelperShield / Helper Insurance amendment request | Download form (PDF) | Mail to AXA |
| Preferred care amendment request | Download form (PDF) | Mail to AXA |
| Third-party liability accident request | Download form (PDF) | Mail to AXA |
| Worldwide Elite Medical Plan – amendment request | Download form (PDF) | Mail to AXA |
| Amendments and requests | AXA GI WiseGuard Medical Insurance Plan amendment |
|---|---|
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Change of direct debit claims payment authorisation |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | FirstCare / FirstCare Plus / Medical insurance amendment |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | General insurance and medical insurance cancellation request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | HelperShield / Helper Insurance amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Preferred care amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Third-party liability accident request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
| Amendments and requests | Worldwide Elite Medical Plan – amendment request |
| Step 1 | Download form (PDF) |
| Step 2 | Mail to AXA |
Product documents
Take me straight to
Product Brochures
HSBC Comprehensive Critical Illness Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
HSBC Eminent Goal Multi-Currency Insurance Plan
Dec 2023 >
HSBC Family Goal Insurance Plan
Jun 2022 > Feb 2021 > Jan 2019 – Bilingual > Jan 2019 > Aug 2018 >
HSBC FirstSave Insurance Plan II
Mar 2020 >
HSBC Paramount Global Life Insurance Plan II
Nov 2024 >
HSBC Term Protector
Nov 2019 > Jul 2018 – Bilingual > Jul 2018 > Apr 2018 > Oct 2016 >
HSBC Wealth Goal Insurance Plan III
Nov 2024 >
Goal Access Universal Life Plan (Education)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Goal Access Universal Life Plan (Protection)
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Jun 2017 >
Jade Global Generations Universal Life
Nov 2024 > Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Jade Ultra Global Generations Universal Life
Nov 2024 > Feb 2023 > Aug 2021 > Feb 2021 > Jan 2021 > Oct 2020 – Bilingual > Oct 2020 > Aug 2018 – Bilingual > Aug 2018 > Mar 2018 >
Lifestyle Wealth Protection Plus
Jun 2017 >
Mortgage Protection Plan
Privileged Term Protection Plan
Feb 2021 > Jul 2018 – Bilingual > Jul 2018 > Mar 2018 > Nov 2016 >
Target Protection Plus
Jun 2017 >
WholeLife Protection Plan
Jul 2018 – Bilingual > Jul 2018 > Jan 2018 > Jun 2017 >
Rider Factsheets
Accident Death and Dismemberment Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Early Stage Critical Illness Benefit (Advance Payment) for HSBC Comprehensive Critical Illness Protection Plan
Jul 2017 >
Hospital Cash Benefit for HSBC Comprehensive Critical Illness Protection Plan
Jun 2017 >
Unemployment benefit
Feb 2021 >
Policy Provisions
HSBC VHIS Flexi Plan
(This is not applicable for applications on or after 6 Feb 2023.)
Silver Plan
Gold Plan
Diamond Plan
HSBC Ultra Wealth Goal Insurance Plan
Jan 2023 >
Jade Global / Jade Ultra Global Generations Universal Life