Policy Servicing Form

Download the forms you need to update or make a change to your policy.

For easy and secure access to your policy information, please visit PRUServices. Should you or those under your care require further assistance ,please do not hesitate to contact our Prudential Wealth Planners. You may also visit our nearest Customer Engagement Centre or get in touch with our Contact Centre.

Forms you will need

What would you like to change?

I want to...

How?

update my address/email address/contact no.

PRUServices
Login PRUServices > Popular Services > Change contact details

Alternatively, please reach out to your Wealth Planner or visit the nearest Prudential branch.

update my/my child's personal details.

Please reach out to your Wealth Planner or visit the nearest Prudential branch.

Update payment details

I want to...	How?
update my credit or debit card details/settings	PRUServices Login PRUServices > Payments > Change/sign up for auto-deduction
deduct premium(s) from my savings/current account	PRUServices Login PRUServices > Payments > Change/sign up for auto-deduction Note: If you have a debit card linked to your savings/current account, you may register using the debit card via auto deduction
have the payment to be credited directly to my savings/current account	PRUServices Login PRUServices > Payments > Change payout account
change my payment frequency	PRUServices Login PRUServices > Payments > Change payment frequency

Update nomination, novation, contingent assured or alternate life assured/alternate assured

I want to...	How?
nominate my family member(s) or friends to receive my Policy proceeds	Trust and Nomination Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
nominate my family member(s) or friends to receive my coverage proceeds	Trust and Nomination - Smart Secure+ Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
nominate my family member(s) or friends to receive Group Policy proceeds	Nomination of Beneficiary (Selected Group Policy) Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
nominate my family member(s) or friends to receive MortgageCover proceeds	Nomination of Beneficiary (For MortgageCover only) Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
appoint my immediate family member(s) to become owner (Contingent Assured) of my child's policy after my demise	Please reach out to your Wealth Planner or visit the nearest Prudential branch.
appoint my immediate family member(s) to become Life Assured (Alternate Life Assured) of my policy after the demise of my existing Life Assured appoint my immediate family member(s) to become owner (Alternate Assured) of my policy after my demise	Please reach out to your Wealth Planner or visit the nearest Prudential branch.
transfer certificate ownership to Insured Member after the demise of existing Certificate Holder and Insured Member attained age 18 years old	Please reach out to your Wealth Planner or visit the nearest Prudential branch.

Change investment preference

I want to...

How?

do a single premium top up

Single Premium Top Up

Please reach out to your Wealth Planner or visit the nearest Prudential branch.

invest/relocate my premiums to another PRULink fund

Please reach out to your Wealth Planner or visit the nearest Prudential branch.

Change benefit payout option

I want to...

How?

change my Survival Benefit/Guaranteed Cash payout option

Options for Periodic Payouts

Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.

Request for payout

I want to...	How?
request for my Goal Achievement Benefit/Academic Achievement Award	Incentive and Award Payout Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
request for a Policy Loan from my policy	Policy Loan Agreement Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
request a Surrender of Reversionary Bonus/make my policy Paid Up	Paid Up or Bonus Application Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
request for payout from my accumulation option account	Withdrawal from Accumulation Option Account Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
make a partial withdrawal from my PRULink fund	Please reach out to your Wealth Planner or visit the nearest Prudential branch.
surrender my policy	Please reach out to your Wealth Planner or visit the nearest Prudential branch.

Reinstate a lapsed policy

I want to...	How?
revive my policy that is currently lapsed	Policy Revival Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
revive my Direct Marketing-Telemarketing (DMTM) policy that is currently lapsed	DMTM Policy Revival Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.
revive my policy that has lapsed for more than 6 months	Personal Statement Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.

Change of signature

I want to...

How?

declare a signature change in my policy

Please reach out to your Wealth Planner or visit the nearest Prudential branch.

Foreign Exchange Administration (FEA) declaration

I want to...

How?

declare my domestic borrowing status and/or residency status in my policy

Notice & Declaration on Foreign Exchange Administration

Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.

Common Reporting Standard (CRS)

I want to...

How?

know more about CRSCRS FAQ

Individual Tax Residency Self Certification Entity Declaration Controlling Person Tax Residency Self Certification

Please submit the completed forms by contacting your Wealth Planner or by visiting the nearest Prudential branch.

The Policy Servicing forms listed above constitute the common forms that are in use, however if you are not able to locate the forms you are looking for you may reach out to your agent or visit your nearest Prudential branch.

Need help? Talk to us.