Investment-Link
Form Name:
DISCHARGE VOUCHER FOR WITHDRAWAL/SURRENDER FOR INVESTMENT-LINKED PLANS (PSF33)
Due to company will update form version from times to times,
kindly download latest version direct from Gesica or Epartner.
This FORM can submission via Counter, ICM or GREAT ID
FOR PARTIAL WITHDRAWAL
Remark:
Partial Withdrawal minimum withdraw RM 2000
And the fund must at lease left RM1000 balance.
FOR FULL SURRENDER
Tick the box only
SIGN THE FORM
NOMINEE NEED TO SIGN (IF Any)
Traditional Plan
Form Name:
LETTER OF AUTHORISATION (PSF30)
IF you are not the servicing agent, agent have to use above form to let client sign, for request SURRENDER VOUCHER.
IF you are the servicing agent, then you can request the SURRENDER VOUCHER without above form.(For CS Counter)
IF request thru by ICM, you are servicing or non servicing agent, client need to sign the authorise letter upload to company.
SURRENDER VOUCHER
Can printout from GE Customer Service Counter or from ICM request.
Other Procedure
If you request SURRENDER VOUCHER at GE CS counter,
CS counter will give you several form and instruct you let client sign which part.
After client sign, agent can submit via ICM or Counter.
Form Name:
REQUEST FOR CONTRACTUAL CHANGES (PSF01)
Traditional Plan different with ILP plan, traditional plan only can withdraw Cash Bonus or Survival Benefit, if the plan has above benefit, and withdraw amount is lump sum amount in the plan.
If the plan don’t have CB / SB, the no money can withdraw.
Fill in the form, and write “REQUEST ONE TIME WITHDRAW CASH BONUS” in the form “D. OTHERS” column.
Other Procedure
After client sign, you can submit the form to GE CS counter or via ICM or Great-ID
NOMINEE NEED TO SIGN (IF Any)
Form Name:
LETTER OF AUTHORISATION (PSF30)
No matter you are the servicing agent or not, client need to sign above form to company.
Procedure
Let client sign the form and go to the GE CS counter request the policy loan statement.
CS counter will give you several form and instruct you let client sign which part.
After client sign, agent must submit back to CS Counter.
NOMINEE NEED TO SIGN (IF Any)
Universal Plan
Form Name:
REQUEST FOR REDUCTION OF BASIC PREMIUM /FULL SURRENDER FORM (PSF45)
Due to company will update form version from times to times,
kindly download latest version direct from Gesica or Epartner.
For UNIVERSAL PLAN only
GOT two Part at the form
A. REDUCTION OF BASIC PREMIUM
Just write in from which date to which date only
B. FULL SURRENDER
Just TICK the box then ok.
Form Name:
REQUEST FOR CONTRACTUAL CHANGES (PSF01)
Fill in the form, and write “REQUEST ONE TIME WITHDRAW CASH BONUS” in the form “D. OTHERS” column.
Other Procedure
After client sign, you can submit the form to GE CS counter or via ICM or Great-ID
NOMINEE NEED TO SIGN (IF Any)
Documentation Requirement For All Above Plan
– Certified True Copy of IC
– Nominee(s) need to sign the form
– Submit Direct Credit Facility Form if no submit before or need update latest bank.