Please select from the categories below:
Policy Application
Select the financial adviser that suits you.
Here at AXA, we give you what you need, how you want it. This is why we will give you the opportunity to choose the person whom you think can best address your financial needs.
Our team of highly trained financial professionals are well-equipped to listen to your needs, and give sound advice, and assist you with achieving your financial goals.
Consult with a Financial Partner
During your Policy Application, AXA may need additional information from you. Below are forms that you can use.
YOUR NEXT STEPS
Download and fill out the form.
Gather supporting documents (details in the files).
Submit the documents to your nearest AXA branch or to your financial adviser.
Review and processing.
Confirmation.
Payment of Premiums
We want to make paying your premiums as easy and as convenient as possible. That’s why we have given you several choices on how you can pay for your premiums. Choose the one that is most convenient for you!
myAXApayment GATEWAY
Choose to pay through our very own secure and online easy-to-use payment facility by logging to our myAXAclick Customer Portal or even just to make a one-time payment.
Login to myAXAClick
Make a One Time Payment
AUTO-PAY FACILITIES
Choose to schedule your payments by enrolling your policy under auto-debit on your bank account or credit card --- no need to remember your premium due dates!
ONLINE, PHONE BANKING, AND ELECTRONIC TELLERS
Choose to log-in and pay your premiums through your preferred bank’s website facility.
You may also opt to use the Phone Banking Service of Metrobank and BPI, or simply use your ATM cards to pay via Metrobank’s electronic teller machines.
OVER-THE-COUNTER
Choose to visit any branch of the following bank and merchant partners to make over-the-counter payments. Simply present your premium notice or fill out the corresponding payment slip at your preferred branch.
Metrobank
PSBank
BDO
BPI
Landbank
PNB
LBC (except in SM Malls and Sta. Lucia Mall)
EC Pay (which includes 7-11, Metro Gaisano, Gaisano Grand, among others)
Remitbox Collect (HLhuillier, PrimeAsia, Gemmary)
YOUR NEXT STEPS
Select an Auto-Pay Facility that best suits you and download the form from the choices below.
Submit the documents to your nearest AXA branch or to your Advisor / Financial Executive.
AXA forwards request to the bank to review and process enrollment.
AXA sends confirmation.
Policy Change Request
You may request for updates or changes to your Policy during its coverage period.
You may consult with your Financial Advisor or Call Us at (+632) 5815-AXA or Chat with an AXA Representative to assist you on your request.
If you prefer to take care of your request personally, you may browse through our Policy Change Forms below:
YOUR NEXT STEPS
Download and fill out the form.
Gather supporting documents (details in the files).
Submit the documents to your nearest AXA branch or to your Advisor / Financial Executive.
AXA reviews and processes your request.
You will receive a confirmation via your preferred communication means.
Policy Value Withdrawal
Life insurance policy is a long term product intended to meet your long term financial needs. However, if you withdraw funds from your policy or surrender it before its maturity date, you may lose valuable benefits. If you would like again to avail of the same product and investment, you may not be able to get the same terms and level of benefits.
For your own protection, we are glad to analyze and assess the advantages and benefits of your policy versus a replacement plan without any charges or cost. You may consult first with your Financial Advisor or Call Us at (+632) 5815-AXA or Chat with an AXA Representative
If after careful assessment, you still wish to withdraw from your Policy, you may browse through the forms below to know more about the process.
YOUR NEXT STEPS
Download and fill out the form.
Gather supporting documents (details in the files).
Submit the documents to your nearest AXA branch or to your Advisor / Financial Executive.
AXA reviews and processes your request.
You will receive your Policy Proceeds via your preferred pay out method.
Claims
We fulfill our promise to provide your benefits at the time that you need it most.
During this difficult time, our Financial Advisors and AXA Representatives are always ready to help you.
You may call your Financial Advisor or Call Us at (+632) 5815-AXA or Chat with an AXA Representative to assist you on your Claim.
YOUR NEXT STEPS
Submit Complete Requirements
Download & fill-out the Claim Form.
Send the necessary documents to any Metrobank branch, or file your application through your AXA Financial Advisor.
Your Request will be Processed
Once AXA receives your documents, an evaluation will be done.
You will receive an update within five (5) working days.
Expect to Hear from Us
We will advise you if your claim request needs additional documents, or if your application is approved or declined.
Receive Your Payout
Once approved, you will receive your claims payout thru your preferred payment method.
Other Forms
There are additional requirements that may be requested from you during policy application, policy value withdrawal, claims or payment application.
For your convenience and faster compliance, you may browse through other AXA forms below to know more about the process.
YOUR NEXT STEPS
Download and fill out the form.
Gather supporting documents (details in the files).
Submit the documents to your nearest AXA branch or to your Advisor / Financial Executive.
AXA reviews and processes you request.
Confirmation.
Downloadable Items
- New Business Pre-Submission Checklist PDF 697.25 KB
- Amendment to Application PDF 321.71 KB
- Policy Replacement Notification Form PDF 477.72 KB
Downloadable Items
- Credit Card Authorization Form PDF 355.63 KB
- Metrobank ADA Form PDF 75.20 KB
- BDO ADA Enrollment Form PDF 1.20 MB
- BPI ADA Enrollment Form PDF 139.24 KB
- China Bank ADA Enrollment Form PDF 157.05 KB
- Land Bank ADA Enrollment Form PDF 40.41 KB
- PNB ADA Enrollment Form PDF 70.77 KB
Downloadable Items
- Variable Life Policy Fund Switch and Change in Fund Allocation PDF 446.90 KB
- Variable Life Policy Lump Sum/Regular Top Up and Premium Holiday Application PDF 467.21 KB
- Policy Change Request Form PDF 598.08 KB
- Health Statement Form PDF 427.32 KB
- Collateral Assignment Form PDF 422.63 KB
- Global Health Access Service Request Form PDF 532.02 KB
Downloadable Items
- Policy Surrender/Full Withdrawal Application Form PDF 637.23 KB
- Variable Life Policy Fund Redemption Form PDF 502.32 KB
- Cash Withdrawal and Policy Loan Form PDF 563.72 KB
- Policy Endowment / Maturity Benefit Request Form PDF 546.52 KB
- Direct Credit to Account Form PDF 381.21 KB
Downloadable Items
- Death Claim Form (Claimant) PDF 765.08 KB
- Disability / Critical Illness / Hospitalization Claim Form (Claimant) PDF 728.50 KB
- Death Claim Form (Physician) PDF 439.29 KB
- Disability Claim Form (Physician) PDF 410.87 KB
- Critical Illness Claim Form (Physician) PDF 453.53 KB
- Medical Indemnity Claim Form (Physician) PDF 420.11 KB
- Global Health Access Medical Form PDF 566.62 KB
Downloadable Items
- Cancellation and Replacement of Checks Form PDF 401.24 KB
- Certificate of Customary Signature PDF 82.09 KB
- Customer Inquiry Form PDF 379.46 KB
- Declaration of Lost Policy and Reissue Request Form PDF 441.36 KB
- myAXAClick Registration Form PDF 320.95 KB
- Release, Waiver and Quit Claim Form PDF 374.41 KB
- Transfer of Business Form PDF 413.12 KB
