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Support
We’re here to help every step along the way
Find a form
Update policy information
Premiums & Payments
MPF & Retirement Plans
01
Change contact information
Address, Phone number, Email
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Change contact information’, then select the relevant policy.
3
Step 3
Select the information you want to change, click ‘Next’ after you finish making edits.
4
Step 4
Review the details and click ‘Submit’.
02
Change personal information
Name, Nationality, Identity document number, Date of birth, Gender, Martial status
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Submit policy service form’, then select the relevant policy.
3
Step 3
Tick the relevant service item(s), and click ‘Next’ to proceed.
4
Step 4
Enter the required information and upload required document(s) as indicated on the page, then click ‘Next’.
5
Step 5
Review the details and click ‘Submit’.
03
Update other personal information
04
Change beneficiary
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Change beneficiary’, then select the relevant policy.
3
Step 3
Enter the required information and upload required document(s) as indicated on the page, then click ‘Next’.
4
Step 4
Review the details and click ‘Submit’.
05
Request for policy copy
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Submit policy service form’, then select the relevant policy.
3
Step 3
Tick “Duplicate Policy” and click ‘Next’ to proceed.
4
Step 4
Choose how you want to receive the copy of your policy. Please note: A fee of HK$100 will be charged for this service.
5
Step 5
Review the details and click ‘Submit’.
06
Policy holiday / Premium holiday
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Submit policy service form’, then select the relevant policy.
3
Step 3
Tick the relevant service item(s), and click ‘Next’ to proceed.
4
Step 4
Enter the required information and upload required document(s) as indicated on the page, then click ‘Next’.
5
Step 5
Review the details and click ‘Submit’.
07
Change other policy contract content
08
Policy transfer/reinstatement application
09
Change investment choice allocation
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Change of investment choice allocation’, then select the relevant policy.
3
Step 3
Once you acknowledge reading and agreeing to the disclaimer, click 'Confirm'.
4
Step 4
Enter new allocation as indicated on the page, click ‘Next’ when it’s done.
5
Step 5
Preview the details and click ‘Confirm’ to submit your changes.
10
Switch investment choice
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Investment choice switching’, then select the relevant policy.
3
Step 3
Once you acknowledge reading and agreeing to the disclaimer, click 'Confirm'.
4
Step 4
View the existing allocation, then click ‘Next’.
5
Step 5
Select switch-in investment choice as indicated on the page, click ‘Confirm’ to submit.
6
Step 6
Review the details and click ‘Submit’.
11
Investment choice withdrawal
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Submit policy service form’, then select the relevant policy.
3
Step 3
Tick “Investment Choice Withdrawal,” and click ‘Next’ to proceed.
4
Step 4
Select and enter the required information and upload required document(s) as indicated on the page, then click ‘Next’.
5
Step 5
Review the details and click ‘Submit’.
12
Change other investment choices
13
Policy maturity
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Submit policy service form’, then select the relevant policy.
3
Step 3
Tick ‘Policy Maturity’, and click ‘Next’ to proceed.
4
Step 4
Enter the required information and upload required document(s) as indicated on the page, then click ‘Next’.
5
Step 5
Review the details and click ‘Submit’.
14
Policy value withdrawal
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘Submit policy service form’, then select the relevant policy.
3
Step 3
Tick ‘Withdrawal of Policy Value’, and click ‘Next’ to proceed.
4
Step 4
Enter the required information and upload required document(s) as indicated on the page, then click ‘Next’.
5
Step 5
Review the details and click ‘Submit’.
15
Dividend / Coupon options
Fill in the relevant form(s) below and submit the physical form(s) and required document(s).
16
Acknowledge new policy
1
Step 1
Log in to your FWD eServices account, select ‘Update policy information’.
Log in via:
eServices mobile app
eServices web portal
Wechat FWD HK official account
2
Step 2
Select ‘eAcknowledgment’.
3
Step 3
Select the relevant policy.
4
Step 4
Preview the policy information and click ‘Acknowledge Receipt of Policy Document’ to confirm.
17
Group Insurance - change employee information
Fill in the relevant form(s) below and submit the physical form(s) and required document(s).