In case of changing the policy holder of the insurance, after obtaining the written consent of the insured, you can choose to change the policy holder to the insured himself or his parents, spouse or children to exercise the relevant rights of the policy holder and change the policy holder. The policy holder needs to choose the renewal payment method again.

1. Applicant eligible: policy holder

2. Acceptance time: before the policy expires

3. Processing methods and required documents

1) The policyholder’s own customer service center applies to Ping An Customer Service Center

2) Required documents:

①Insurance contract change application form (customer information change type)

②Health and financial notification

③Identity documents of the new policyholder, the insured and the original policyholder

The customer entrusts a salesperson/other person to go to the customer service center to apply for Ping An Life Customer Service Center Instructions for inquiries with cooperative banks:

1. If the reason for the change is the death of the original policyholder, the death certificate of the policyholder must be provided, and the legal heir of the original policyholder shall entrust one of the representatives in writing to apply for the change. The policy holder and the new policy holder must have an insurable interest in the insured.

2. When applying, the power of attorney, valid identity documents and proof of relationship with the original policyholder must be provided for all first-order legal heirs (parents, spouses, children of the original policyholder).

3. If one of the heirs is deceased, a death certificate must be provided. If the death certificate or relationship certificate cannot be provided, other heirs must make a joint statement.

Extended information:

Policy change means that within the validity period of the contract, the relevant content of the contract can be modified with the consent of the policy holder and the insurer.

Change of policy holder

1. Service content

1. Correction of relevant information of the policy holder;

2. Information about the original policy holder Death, transfer of creditor's rights (that is, the end of the original rights and obligations relationship, such as divorce of husband and wife, separation of adoptive parents and adopted children from the custody relationship), etc. can all cause the change of policy holder.

2. Applicant

If the policyholder dies, his or her legal heirs may apply.

3. Application time

Any time during the validity period of the insurance contract

4. Required documents

"Application Form for Preservation Operations", Original insurance contract, original identity certificate of the policy holder, original identity certificate of the new policy holder, and original identity certificate of the trustee (if you entrust someone else to handle it).

Notes

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

2. Changes to the policyholder should be made by the insured (or his or her legal representative) Guardian), original policy holder, and signed consent of the changed policy holder. If the original policy holder is unable to sign due to death, disappearance, or other special reasons, relevant certificates (death certificate or public security bureau certificate or court judgment) must be provided. );

3. For insurance types with policy holders’ liability for protection, when changing the policy holder, a "Health Notice" must be filled in and must be reviewed by the company;

4. For contact numbers, Changes in billing address, postal code, and work unit can be applied through the call center without filling in the preservation application form;

5. When changing the policy holder, relevant information of the new policy holder should be provided at the same time, 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 name of the policy holder changes and the policy adopts a bank If you want to pay the premium by bank transfer, you should provide the new account opening bank, account number, and account name.

Reference: Baidu Encyclopedia-Policy Change