Forms on demand

For your convenience, you may select the forms you need below. Please submit these forms to any of our Customer Centers or mail to:

Sun Life of Canada (Philippines), Inc.
c/o Integrated Services Department
3/F Sun Life Centre
5th Avenue corner Rizal Drive
Bonifacio Global City
Taguig City 1634

Please do not fax the forms as we need your original signature.

You can also obtain the service forms from your agent or from any of our Customer Centers.

Instructions: (you must have Adobe Acrobat Reader installed in your PC)

Click on the form you need. In a few seconds, you should see the form appear in a new window. You’ll notice the new window has an extra tool bar across the top with tools that allow you to zoom in, print, and save the form on your computer.

Print, complete and sign the form before submitting it or you may fill out the form online by clicking on the boxes provided before printing and signing it.

Financial Amendment Form
Use this form for different contractual and non-contractual changes in your life insurance and/or pre-need plans (i.e. Paid-up, Change in Plan/Face Amount, Addition/Deletion of Riders, Change of Mode, etc). Depending on the kind of policy or plan change you request, we will get in touch with you for possible additional requirements.

Non-Financial Amendment Form
The Non-Financial Amendment Form will be used for the following Title Changes for both life insurance and pre-need:

  • Name Change for Policyowner/Planholder, Life Insured, Company, Scholar, Payor, and Beneficiary
  • Beneficiary Change for Individual Insurance, Pre-need Plan, and Optional Indurance riders attached to Pre-need plan such as Group Yearly Renewable Term (GYRT), Personal Accident Protection (PAP), Family Accident Protection (FAP), Scholar Accident Protection (SAP), and other riders wherein beneficiary is needed.

Service Request Form
    Active-to-Active
    Orphan Accounts

Use these to appoint or change the servicing agent of your policy or plan.

Individual Insurance Forms
 

Address Change Request
Use this to notify us of a change in your address or contact numbers.

Appointment/Change of Endowment Beneficiary
Use this to appoint or change the endowment beneficiary of a policy under an endowment plan.

Assignment as Collateral Security
Use this to assign the policy as a collateral for a loan from a lending institution/individual creditor.

Release of Assignment as Collateral Security
Use this to release the assignment of the policy to the lending institution or individual creditor upon settlement of the loan.

Absolute Assignment for Value
Use this to transfer ownership of the policy.

Request for Premium Offset
Use this to request that your policy be put under the Premium Offset arrangement. Check the FAQs page to know more about this option.

Dividend/Endowment Benefit Authorization Form
Use this to authorize us to withdraw your dividends/endowment benefit or apply them to pay your loan or premium due. This is also used to request for change of your dividend option and/or endowment benefit pay-out option.

Lost Policy Declaration
Use this to notify us of a policy contract's loss

Request for Change in Premium Rate Basis
Use this to apply for non-smoker rate.

Application for an Advance (Loan) 
Use this to avail of a loan from your policy.

VUL - Evidence of Insurability Questionnaire for Excess Premiums
Use this form if payment of excess premiums/top ups will be subject to Evidence of Insurability

Variable Life Insurance - Request For Fund Switching/Allocation and Excess Premium Form
Use this form to make changes in your variable life insurance policy such as Change Relating to Excess Premium, Fund Switching, Change of Fund Allocation Instruction for Future Deposits/Premiums and other contractual/non-contractual changes (i.e. change in birthdate, change in sex code, reduce in face amount, addition/deletion of riders, removal of extra rating, address change, modal change, etc.). Depending on the kind of policy change you will be requesting, we will get in touch with you for possible additional requirements.

VUL - Request for Fund Withdrawal
Use this form to make fund withdrawals from your variable life insurance policy. You need to specify the number of units or the amount to be withdrawn and the Investment Fund/s from which such amount or units shall be withdrawn.

US Dollar Cash Payment Breakdown Form
Use this form when remitting US Dollar Cash payments.

Remittance Instruction Form
Use this to request for your disbursement to be credited to your BPI account.

BPI Auto-Debit Arrangement Enrollment Form
Use this to enroll your policy for Automatic Debit Arrangement (ADA) to your BPI Checking or Savings account. This is available for renewal premiums of peso-denominated traditional and VUL policies.
 

BDO Auto-Debit Arrangement Enrollment Form
Use this to enroll your policy for Automatic Debit Arrangement (ADA) to your BDO Checking or Savings account. This is available for renewal premiums of peso-denominated traditional and VUL policies.

Visa/Mastercard Premium Payment Enrollment Form
Use this to enroll your policy for Automatic Charging to your VISA or Mastercard credit card. This is available for renewal premiums of peso-denominated traditional life policies.

Certification Re New Signature
Use this to notify us of changes to your signature as it appears on the original application form submitted to us.
 

Reinstatement Forms - Check the FAQs page to know more.

Simplified Reinstatement Form
Use this if your policy or plan has been lapsed for not over than 90 days from your last premium due date.

Personal Certificate of Insurability (Adult)
Use this if life insured is 16 years old or above (adult) and policy has been lapsed for over than 90 days from the last premium due date. We will advise you for possible additional requirements.

Personal Certificate of Insurability (Child)
Use this if life insured is below 16 years old (child) and policy has been lapsed for over than 90 days from the last premium due date. We will advise you for possible additional requirements.

If the policy includes a waiver of premium benefit, the policy owner should complete a Personal Certificate of Insurability (Adult) form. This should be submitted together with the Personal Certificate of Insurability (Child) form.

 

Group Insurance Forms

Group Life Insurance Data Form
Use this to get the profile of a prospect group account.

Pro-Family Application Form
Use this to apply for a Pro-Family Insurance Plan.

Enrollment Card - Employee
Use this to acquire basic information about the insured employee as well as the designated beneficiary(ies).

Enrollment Card - Individual
Use this to acquire basic information about the insured member as well as the designated beneficiary(ies).

Declaration of Good Health and Insurability
Use this if you are required by Group Insurance Department to declare your state of health. This is being used for the evaluation of an excess coverage. This will be officially required through a written requirement issued by Group Insurance.

Pre-Need Forms
 

Application for Reinstatement and/or Declaration of Good Health and Insurability
Use this if plan has been lapsed for over than 90 days from last unpaid installment due date. We will advise you for possible additional requirements.

Election Method of Benefit Payment - Pre-need Pension Plan Maturity Benefit
Use this to indicate the manner in which you wish to receive your Pension Plan Maturity Benefit in accordance with the Methods of Benefit Payment Provision of your Plan Agreement then submit to Claims Services Section no later than sixty (60) days before maturity.