LAZURITE PRIME
LIFE INSURANCE AGENCY
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs of policyowner/authorized representative or sole proprietor
Proof of bank account, optional for withdrawals via fund transfer
For PRULink policies:
Partial Withdrawal Form for individual or corporate policyowner
For traditional policies:
For hassle-free transaction, you may also transact via PRUaccess
For PruAccess Partial Withdrawal, kindly send this to your client
----------------------------------------------Hi Client's Name,
To simplify the process for your partial withdrawal, please have your bank details ready for the fund transfer. Follow these steps:
1. Login to your PruAccess portal: https://pruaccess.prulifeuk.com.ph/
2. Go to "Policy Information."
3. On the left side, click "Policy E-transaction."
4. Click "New e-transaction request."
5. From the dropdown menu, choose "Partial Withdrawal."
6. Check "I certify that this request was filed, processed, and executed in the Philippines," then click "Submit."
7. Locate the word "ACTION," then click "View" for the specific policy number where you would like to request a partial withdrawal. Follow steps 1, 2, and 3.
8. Check "I agree to the terms and conditions," then click the "Submit" button.
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs of policyowner/authorized representative or sole proprietor
Proof of bank account, optional for withdrawals via fund transfer
For PRULink policies:
PRULink Withdrawal Form for individual or corporate policyowner
For Traditional policies:
Cash Surrender Form (reason for surrender is strictly required)
Cash Surrender Form (reason for surrender is strictly required)
Premium Redirection/Fund Switch Form
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs
Proof of bank account, optional for withdrawals via fund transfer
If Cash Flow Fund is chosen:
Mode of Release Form (indicating Mother’s maiden name)
For hassle-free transaction, you may also transact via PRUaccess
Premium Redirection/Fund Switch Form
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs
Proof of bank account, optional for withdrawals via fund transfer
If Cash Flow Fund is chosen:
Mode of Release Form (indicating Mother’s maiden name)
For hassle-free transaction, you may also transact via PRUaccess
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs
Top-up Form (PRULink policies)
Application for Variable Life Rider (Pru Max Invest or PRULife Your Term)
Note: For Guaranteed Issue Offer (GIO) plans, no need to fill out the top-up form – Statement of Insurability portion only.
Payment for top-up
Medical examination, if deemed necessary for the assessment of risk
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs of Policyowner, certified by agent/witness
Agent's Confidential Information
If Cash Flow Fund is chosen:
Mode of Release Form (indicating Mother’s maiden name)
If there is/are any unpaid premiums during the first three (3) years or thirty six (36) months (Exact, Exact Plus, Exact Protector and Regular Pay) and first four (4) years or forty-eight (48) months (Elite and PRUHealth Prime) of the policy, the top-up amount will be used automatically as premium payment for.
Minimum top-up amount:
ForRegular Pay, Exact, Exact Plus, Exact Protector, PRULink Investor Account (PIA) and PIA Plus, Elite plansand PRUHealth Prime – Php 20,000 or USD 500
ForPRU Millionaire– Php 40,000 or USD 1,000
ForVariable Life Riderfor PRUMax Invest– PhP5,000
ForVariable Life Riderfor PRULife Your Term:
One-off/Annual– Php 5,000; Semi-annual – Php 3,000; Quarterly – Php 1,500; Monthly - Php 500
For hassle-free transaction, you may also transact via PRUaccess
Policy Amendment Request Form for Individual or Corporate Policyowner
Quotation proposal with signature of Agent
New Business Application Form, in case of additional request for inclusion of Payor Waiver/Payor term rider
If deemed necessary:
Payment of premium balance
Underwriting routine requirements
Financial Statement based on the Financial Underwriting Guideline and evaluation of Lay Underwriting team
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Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Policy Amendment Request Form for Individual or Corporate Policyowner
Clear photocopy of latest/corrected birth certificate
Policy Amendment Request Form for Individual or Corporate Policyowner
If due to marriage, photocopy of marriage certificate
Photocopy of citizenship papers or court order (for adoption)/p>
Clear photocopy of one (1) valid government-issued ID or two (2) valid non-government IDs
If change is due to usage, notarized joint affidavit of two (2) disinterested individuals stating that both names refer to the same person
Assignment of Policy Form for Individual or Corporate Policyowner
Signed consent of Primary Irrevocable Beneficiaries and clear photocopy of one (1) valid government-issued ID or two (2) valid non-government IDs, if any
Photocopy of notarized loan agreement, if assignee is an individual
Policy Amendment Request Form for individual or corporate Policyowner (fill out special instructions)
Clear photocopy of latest/corrected birth certificate, or clear photocopy of one (1) valid government-issued ID or two (2) valid non-government IDs bearing the corrected date and country of birth
If the Assignee is a bank:
Clear photocopy of Bank certification stating the settlement of the loan, signed by authorized bank signatory
Updated clear photocopy of Secretary’s Certificate or Board Resolution authorizing the representative/s to transact on behalf of the entity; clear photocopy of one (1) valid government-issued or two (2) valid non-government IDs of the assigned authorized representatives
If the Assignee is a legal entity other than banks:
Updated clear photocopy of Secretary's certificate or board resolution of the corporation which contains the authorization of the corporation to cancel the assignment of its Policy and its authorized signatories
If the Assignee is an individual:
Notarized letter indicating release of Policy Assignment duly accomplished and signed by the Assignee
Clear photocopy of one (1) valid government-issued ID or two (2) valid non-government IDs
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Lorem ipsum dolor sit amet consectetur adipisicing elit. Ad nemo impedit, sapiente quis illo quia nulla atque maxime fuga minima ipsa quae cum consequatur, sit, delectus exercitationem odit officiis maiores! Neque, quidem corrupti modi architecto eos saepe incidunt dignissimos rerum.
Signed copy of one (1) valid government-issued ID or two (2) valid non-government IDs of the new PO, certified and seen by the agent/witness;
Signed consent of Irrevocable Beneficiaries/Assignee, if any
FATCA requirements, as necessary
FATCA requirements, as necessary
If the policy has a Payor Waiver/Payor term rider attached. the new Policyowner may request for its deletion, otherwise we will require a new application form and necessary underwriting requirements accomplished by the new PolicyownerIf Poliycowner is deceased and Life Insured will be the new policyowner:
Photocopy of the deceased Policyowner’s death certificate
Clear copy of one (1) of valid government-issued ID or two (2) valid non-government IDs of the new Policyowner, certified and seen by the agent/witness
If the Life Insured is a minor:
*The minor Life Insured is automatically recognized as the owner of the policy. However, the minor Life Insured must exercise his/her rights through surviving legal/natural guardian representing court-approved bond whenever transacting any amendments in the policy.
Signed consent of Irrevocable Beneficiaries/Assignee, if any
Clear copy of one (1) valid government-issued ID or two (2) valid non-government IDs of the “new Policyowner”, certified and seen by the agent/witness
FATCA requirements, as necessary
If policy will be transferred to another individual other than the PLI: Same requirements as above including a signed letter indicating the reason for transfer and the relationship of the Life Insured to the proposed Policyowner.
Signed consent of Irrevocable Beneficiaries/Assignee, if any
Affidavit of No Beneficial Ownership or Beneficial Ownership, should there be any;
FATCA requirements, as necessary
Signed consent of Irrevocable Beneficiaries/Assignee, if any
Copy of secretary’s Certificate or Board Resolution allowing the amendment transaction and authorizing the representative to transact on behalf of the corporate PO
Copy of Affidavit of No Beneficial Ownership or Beneficial Ownership, should there be any
FATCA requirements, as necessary
