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What procedures are required to change the policy holder of insurance?

The policyholder who wants to change the insurance must be the original insurer or the legal heir of the original insurer to apply for the change, and must prepare the original insurance policy, application for change of insurance contract, original policyholder and Only the new policy holder’s identity certificate, the new policy holder’s health notification and other relevant information are required. If you want to apply for a change, you can call the agent directly. Because the insurance has been handled by the agent before, this is also his responsibility. If the agent has resigned, you can go directly to the insurance company's business hall to apply, fill out a few forms and give the information to the staff to apply.

Notes

1. The policyholder’s signature is required when correcting relevant information of the policyholder;

2. Changes to the policyholder should be made by Signature consent of the insured (or his legal guardian), the original policy holder, and the changed policy holder. If the original policy holder dies, disappears, or has other special reasons that prevent the original policy holder from signing, relevant certificates (death certificate) must be provided. Or a certificate from the Public Security Bureau or a court judgment);

3. For insurance types that have the policyholder's responsibility for protection, when changing the policyholder, a "Health Notification Form" must be filled in and must be reviewed by the company;

4. For changes to the contact number, billing address, postal code, and work unit, you can apply through the call center without filling in the preservation application form;

5. When changing the policy holder, the new policy holder should be provided at the same time Relevant information, including name, gender, ID number, relationship with the insured, account opening bank, account number, account name, billing address, etc., and explain the reason for the change;

6. If the policy holder’s If the name changes and the policy premium is paid by bank transfer, a new account opening bank, account number, and account name should be provided.