How to change policyholders by life insurance company
Some of the information below may be incorrect. By referring to the information below, you can easily process your business by asking the general manager.
If there is something to be corrected, please let me know by comment, direct message, or e-mail for others. I’ll fix it.
Kyobo Life
Scope of Change of Contractor – Spouse, lineal ascendant, descendant of the insured
Contract change application form (company-prescribed form), resident registration card of the contractor, documents confirming the relationship between the contractor and the new contractee (beneficiary), insurance subscription certificate (omitted in case of loss), seal certificate and seal seal of the new contractee (omitted when accompanied by a visit) Possible) ,Insured person (insured person) signature and seal when changing contract holder (visit accompanied)
※ Additional documents if the contractor before the change is a minor: A basic certificate of the child and a certificate of the child’s family relationship are required as documents that can confirm parental authority
* Proxy Application: Only the contractor and lineal ascendants/descendants and spouses can apply 보험계약자 변경
Bring the required documents and visit the nearest Kyobo Branch
Korea Life Insurance
Scope of Change of Contractor – Lineal ascendants and descendents of the insured, spouse, parents of the spouse, siblings, etc. 좋은뉴스
※ Contractor can apply for change by visiting the customer center before the change.
How to apply – Apply by submitting the identity card of the contract holder and the insured before the change, the agreement to use the provision of credit information of the contract holder after the change, and the identification card (copy).
Samsung life
Contractor change range: No limit
Change of spouse or child: application for change, transfer of change, seal certificate of blood, child, seed coat, etc., power of attorney, personal credit information provision agreement of the contract holder after change (succession agreement if there is an insurance contract loan), certificate of seal impression, customer confirmation of the contract holder after change ,relationship confirmation documents
(Depending on the product, there are many changes in the documents depending on the relationship between the parties in the contract, so if you visit, you must visit the customer call center after checking at 1588-3114)
When changing another person: It is necessary to visit the plaza with the insured person’s ID
Application for change (request to the general secretary or Samsung Life Insurance homepage)
Dongbu Life
Scope of Change of Contractor – Insured’s spouse, lineal ascendant, descendent, brother/sister, parents-in-law, father-in-law/mother-in-law, son-in-law/daughter-in-law
Certificate of seal impression before change of contract holder (if there is a pharmacy, certificate of seal seal of the contract holder after change is attached) + copy of identity card of the contract holder after change, certificate of family relationship In case of minors, certificate of seal of adoptive parents
After requesting a change to the sales office, the change request is received and handwritten and submitted together with the documents.
metlife
Scope of contract change: Direct ascendants and descendents, spouses, brothers and sisters are allowed
After filling out the request for request for change of contract details, fax to the sales office -> Send the request for change of contract from the sales office
Contract change application form, contract holder before change, insured person seal certificate, seal stamp, after change contractee resident registration copy or copy of ID
Mirae Asset Life
Scope of change of contract holder: direct descendant, siblings, collateral blood relative within 4th degree, spouse, direct ascendant of spouse (ex: proxy application not allowed) (range may vary by product)
Identification card, seal certificate of the contractee and insured person before the change (seal) and power of attorney, document confirming the real name of the contractor after the change (document confirming the relationship)
Request the required documents to the Secretary General (must be submitted at the Plaza Naebang)
Dongyang Life
Scope of contract change: No limit (ex: acquaintances are allowed)
Change/correction application form (periodic period – preservation – contract change – contract change acceptance – change receipt issuance)
Contractor’s identity card, related documents, seal certificate, for issuance by the person (use = for changing the contractor and beneficiary) (request detailed documents to the secretary)
Bring the required documents and visit the nearest Dongyang Plaza or head office
AIA life
Scope of Change of Contractor – Insured’s spouse, lineal ascendant, descendent, brother/sister, parents-in-law, father-in-law/mother-in-law, son-in-law/daughter-in-law
Children’s insurance – Scope of contract holder change and uncle, aunt, aunt, uncle are allowed (uncle, uncle, aunt, etc. are not allowed)
Basic documents: 2 sheets of application form for change and correction of contract details SET (fax copies of all documents cannot be processed)
Current contract identity card, seal stamp + certificate of seal impression (current contract holder, insured person/exchanging contract holder, beneficiary), customer transaction confirmation letter, visit confirmation letter, copy of change bankbook, documents confirming relationship with the contract holder
Application for change is requested to the general manager
KDB Life Insurance
Contractor change range: No limit
Application for contract change, before/after change Contractor, insured person seal certificate, seal seal, real name verification (authenticity), personal credit information agreement (contract, product) -> KEP original computer output
Application for change is requested to the general manager
pie or life
Scope of contract change: lineal ascendants and descendents
Call center reception (1588-0058), prepare documents and mail
Visit before and after visiting (Seoul head office/Busan branch only) with the ID of the contractor