Q1. How to join the “Policy Donation Program
(PDP)”!
A：Existing policyholders
of life insurance who wish to join the PDP are recommended to
acknowledge his/her family members of their donation intention
prior to any decision made. Next, donors are able to get the
“Request for Change” Form by contacting their insurance agents
or customer services of their insurance company. Then, fill
out the form according to the following sample:
| Name of Beneficiary
|
Relationship |
H.K.I.D. Number |
Percentage (%) |
| Mr. Make-it-happen (family member) |
Husband-wife |
X-123456 (7) |
99% |
| Love Coalition（Charity） |
Donor-charitable beneficiary |
Cert. of Incorp. 123456
(Registration & No.) |
1% (% set as an example only) |
Donors have to submit required information to their insurance
company for PDP application, e.g., the full name of the charitable
beneficiary(ies), mailing address and the Registration No.
of the designated charitable institute(s), etc., and wait
for the approval by insurance company. The success of application
subjects to the approval of individual insurance company.
Q.2 How could the charitable beneficiary(ies) receive the
documented donation from the “Policy Donation Program”?
A：The PDP application will be put in effect
upon the approval of the concerning insurance company. Once
the donor passed away, the insurance company will dedicate
the assigned amount insured to both the donor’s family member(s)
and the designated charitable beneficiary(ies) accordingly,
under which the law protects.
Successful PDP donor can notify both the designated charitable
beneficiary(ies) and the LifeCare Movement his/her donation
will as documentary record by filling out the Notification
Form (please refer to the Notification
Form in Download Area).
Q.3 How to select the Charitable Beneficiary(ies)
A：The participant of PDP can select his/her
own charitable beneficiary(ies) [e.g., the institute(s) to
which used to donate or of which has been a volunteer]. The
donation will be serve-to-purpose if participant can have
full understandings of the background, mission, service scope
and the use of donation (Annual & Auditor’s
reports can be referred for better reference) of
the charitable beneficiary(ies).
Should more information about charities be needed, please
refer to:
Hong Kong Council of Social Service (HKCSS)
Website: http://www.hkcss.org.hk/rdf/
Phone: 2864-2929
Social Welfare Department (SWD)
Website:
www.swd.gov.hk/en/index/site_links/page_ngowebsite/
Phone: 2343-2255
Inland Revenue Department (IRD)
Website: www.ird.gov.hk/chi/tax/ach.htm
Q.4 How to handle modifications or amendments of PDP?
A：In case the donor wishes to modify his/her
original donation plan with prudence, such as cancel the policy
donation or change the assigned charitable beneficiary(ies),
he/she should apply formally to the concerning insurance company
by filling out the ‘Request for Change’ Form again. Also,
the donor should inform the corresponding charitable beneficiary(ies)
about the change personally or through his/her insurance agent.
Q5. How about further questions or special inquiries?
A：Should there be any further inquiries about the
Program, donors can consult his/her insurance agent or customer
services of their insurance company. Donors are welcomed to
contact the LifeCare Movement
by e-mailing to lifecare@huahk.org
or calling at 2570 2256.
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