ALPP Sustainability Tool
(Applicable for Investment-Linked Policies)
01 January 2020
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01 STEP BY STEP GUIDE
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Sustainability Tool – Entry Point (3 Options) after login
Option 1
Option 1 : Scroll down to “Quick Links” => Click on “Sustainability Tool”. (Recommended Option)
Option 2 : Go to “My Servicing” => Click on “Sustainability Tool”.
Option 3 : Go to “My Servicing” => Click on “Policy Status Enquiry” => Enquire By Policy Number => Click on
“Sustainability Tool”.
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Sustainability Tool – Entry Point (3 Options) after login
Option 21
Option 1 : Scroll down to “Quick Links” => Click on “Sustainability Tool”. (Recommended Option)
Option 2 : Go to “My Servicing” => Click on “Sustainability Tool”.
Option 3 : Go to “My Servicing” => Click on “Policy Status Enquiry” => Enquire By Policy Number => Click on
“Sustainability Tool”.
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Sustainability Tool – Entry Point (3 Options) after login
Option 213
Option 1 : Scroll down to “Quick Links” => Click on “Sustainability Tool”. (Recommended Option)
Option 2 : Go to “My Servicing” => Click on “Sustainability Tool”.
Option 3 : Go to “My Servicing” => Click on “Policy Status Enquiry” => Enquire By Policy Number => Click on
“Sustainability Tool”.
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Sustainability Tool – Policy Search (Entry Point via Option 1)
1. Key in “Policy Number”.
2. Click “Proceed”.
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Sustainability Tool – Landing Page
1. Scroll down to “Sustainability Projection” to view sustainability info :
a. Estimated Sustainability Date
b. Estimated Sustainability Age
2. Select any of the “Policy Updates” transaction and Click “Next”.
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Sustainability Projection & Options Page
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Sustainability Projection & Options Page
1. Click “Edit” if further change is required.
2. Click “Export To PDF” if softcopy is required. Password is required (Individual policy : Date of birth (mmddyyyy) ; Corporate policy
:Company registration number)
3. Click “Print” if hardcopy is required.
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02 SUSTAINABILITY PROJECTION -
PARTIAL WITHDRAWAL
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Partial Withdrawal
1. Scroll down to “Policy Updates”.
2. Tick on “Partial Withdrawal” checkbox.
3. Click “Next”.
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Partial Withdrawal
1. Key in the “Withdrawal Amount”.
2. Click “Next”.
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Summary Page
1. Withdrawal fund info will be displayed in “Summary Page”.
2. Click “Edit” if further changes is required.
3. Click “Delete” to remove “Partial Withdrawal” transaction from Sustainability Projection.
4. Click “Cancel” if do not wish to proceed with Sustainability Projection.
5. Click “Quote” if no further changes is required.
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Quotation Page
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Quotation Page
1. Click “Edit” if further change is required.
2. Click “Export To PDF” if softcopy is required. Password is required (Individual policy : Date of birth (mmddyyyy) ; Corporate policy
:Company registration number)
3. Click “Print” if hardcopy is required.
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03 SUSTAINABILITY PROJECTION -
CHANGE OF RIDER’S TERM
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Change of Rider’s Term
1. Scroll down to “Policy Updates”.
2. Tick on “Change of Rider’s Term” checkbox.
3. Click “Next”.
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Change Rider’s Term
1. Select Coverage Term from dropdown.
2. Click “Next”
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Summary Page
1. Revised Coverage Term will be displayed in “Summary Page” with “Edited” indicator.
2. Click “Edit” if further changes is required.
3. Click “Delete” to remove “Change of Coverage Term” transaction from Sustainability Projection.
4. Click “Cancel” if do not wish to proceed with Sustainability Projection.
5. Click “Quote” if no further changes is required.
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Quotation Page
1. Click “Edit” if further change is required.
2. Click “Export To PDF” if softcopy is required. Password is required (Individual policy : Date of birth (mmddyyyy) ; Corporate policy
:Company registration number)
3. Click “Print” if hardcopy is required.
AIA confidential and proprietary information. Not for distribution. 20
AIA confidential and proprietary information. Not for distribution. 21
