Thai Life Insurance forms and what each one is for

Thai Life Insurance policyholders needing to arrange something usually meet the same question: "which form do I need, and what do I attach?" This article collects the company's main documents by category, so that one read tells you which form your case needs and you can prepare everything before leaving the house.

All forms can be downloaded from the company's official website.

Download all documents (Thai Life Insurance website)

Group 1 — Changing and managing a policy

Premium request form (for Life Verse Wealth Fit 99/99 policies) For Life Verse policyholders, used to increase or reduce the premium and to elect to deduct the policy value to pay rider premiums during a premium holiday.

Request for change (Por Chor 108) The multi-purpose form for changing policy information: payment frequency, name, address, phone number, servicing agent, riders, beneficiary, use of the contract's values (surrender / paid-up / extended term), the sum insured, and changing the plan.

Policy surrender request Used to surrender a policy. Documents required: the policy document and a copy of the insured's ID card.

Power of attorney For when the insured cannot attend a branch in person. Used mainly for surrendering a policy or taking a policy loan.

Letter of authorisation (proxy) Also for when the insured cannot attend in person, but used mainly for receiving maturity benefits and survival benefits during the contract.

Group 2 — Claims

Death claim form (Por Chor 11) For the beneficiary to submit in order to claim the death benefit. Documents required: the death certificate, the house registration stamped "deceased," a copy of the deceased's ID card, the beneficiary's ID card, a copy of the beneficiary's house registration, and documents confirming the relationship between the insured and the beneficiary. Where death was accidental: add the autopsy/forensic report and the police report. Where death was from illness: add a medical certificate confirming the death.

Compensation claim form (Por Chor 16) The health claim form, used to claim hospital cash benefits, medical expenses, accident compensation or treatment, and critical illness benefits. Documents required: a copy of the insured's ID card, a copy of the bank account page for payment, and a medical certificate (for accidents, use medical certificate Por Chor 17).

Medical certificate for COVID-19 cases Attached to a claim for treatment costs or compensation, to confirm whether the case meets the company's cover conditions.

Waiver of premium benefit claim (Tor Phor and Khor Bor) There are two cases:

Form Tor Phor — where the insured is disabled (a confirming medical certificate is required), giving the right to stop paying premiums while the policy remains in force to the end of the contract.
Form Khor Bor — where the person paying the premiums for the insured dies, giving the right to stop paying premiums while the policy remains in force to the end of the contract (using the death certificate and the same document set as Por Chor 11).

Physician's opinion form Completed by the doctor on the company's form, attached in support of a waiver of premium claim (Tor Phor / Khor Bor).

Group 3 — Receiving money by bank transfer

Notification of intention to receive maturity benefits by bank transfer If you do not collect the maturity benefit at a branch, the company issues a cheque to your address. To receive it by transfer instead, take this document with the policy to a branch to give notice.

Notification of intention to receive hibah under a takaful contract The same as above, but for takaful plans (for Muslim customers).

Notification of intention to receive policy benefits by bank transfer For survival benefits during the contract and dividends. Without this information on file, the company sends a cheque to your address. Documents required: a copy of the ID card and a copy of the insured's bank account book.

Note: where the insured is a minor and the claim is to be transferred to a guardian's account, documents confirming the relationship are required, such as a birth certificate or house registration.

Group 4 — Other documents

Consent to disclose medical records, with power of attorney Used to request treatment records from a hospital or medical facility where the insured does not attend in person. A copy of the insured's ID card, signed as a certified copy, must be attached. The agent acting must attach a copy of their ID card and a copy of their life insurance agent's card, and where the insured is a minor, the minor's birth certificate must also be added.

Notification of intention to claim income tax exemption For foreign customers who pay tax to the Thai Revenue Department, used to confirm with the company so the information can be sent to the Revenue Department.

Download the actual forms

Every form mentioned can be downloaded directly from the company's official documents page.