Select the forms you need below
Please submit these forms to any of our Client Service 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 Client 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.
*Forms updated as of June 29, 2018
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.
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 Insurance 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.
Use this to assign the policy as a collateral for a loan from a lending institution/individual creditor.
Use this to release the assignment of the policy to the lending institution or individual creditor upon settlement of the loan.
Use this to transfer ownership of the policy.
Use this to request that your policy be put under the Premium Offset arrangement. Check the FAQs page to know more about this option.
Use this to authorize Sun Life 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.
Declaration of Loss (Policy Contract/Plan Agreement) - with previous from title of 'Lost Policy/Plan Declaration'
This form is used to request for a Loss of Policy Memorandum (LPM) or to reprint a lost policy contract/plan agreement.
Note: Please use US Legal paper (8.5” x 14”) when printing this form.
Request for Change in Premium Rate Basis
Use this to apply for non-smoker rate.
Use this to avail of a loan from your policy.
Use this form if payment of excess premiums/top ups will be subject to Evidence of Insurability
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.
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.
Use this form when remitting US Dollar Cash payments.
Use this to request for your disbursement to be credited to your BPI account.
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.
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.
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.
Use this to notify us of changes to your signature as it appears on the original application form submitted to us.
Use this if your policy or plan has been lapsed for not over than 90 days from your last premium due date.
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.
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.
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).
Use this to acquire basic information about the insured member as well as the designated beneficiary(ies).
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.
*Forms updated as of September 3, 2018
Account Opening Form (with previous form title of Investor Information Form, Investor Profile Questionnaire and Order Ticket – New) - Accomplish this form to open an account.
Application for Additional Co-Investor - Accomplish this form to add an investor
Confirmation of In-Trust-For (ITF) Arrangement (with previous form title of Confirmation of ITF Agreement Form) – Use this form along with the Account Opening Form when opening an account on behalf of a minor
Application for Reduced Sales Load (with previous form title of Letter of Intent Form) – Use this form if you want to avail of the reduced front-end sales load privilege.
Sun Synergy Client Authorization Form- Submit this form if you want to avail of the reduced front-end sales load privilege
Proxy Form – Use this form to authorize a proxy who will attend shareholder meetings during your absence.
Authority to Transact (with previous form title of Trading Authorization and Indemnification Form) – – Use this form to authorize a person to transact on your behalf. The person you authorize shall be designated as your “Authorized Representative.”
Checklist for Account Opening (with previous form title of Initial Investment Checklist for Basic Mandatory Requirements) This is the checklist of what needs to be submitted.
While the required forms for opening a Sun Life Prosperity Fund account are available, we highly encourage you to get in touch with a Sun Life Mutual Fund Advisor to thoroughly understand the benefits and risks of investing in mutual funds. SLAMCI shall only accept Account Opening Forms duly signed by a Sun Life Mutual Fund Advisor.
*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Sun Synergy Client Authorization Form and Proxy Form .
Request for Additional Investment (with previous form title of Order Ticket – Subsequent) - Accomplish this form to add to your existing investments. Please attach applicable proof payment (e.g. deposit slip, money transfer receipt, etc...).
Application for Reduced Sales Load (with previous form title of Letter of Intent Form )- Use this form if you want to avail of the reduced front – end sales load privilege.
Auto-Invest Enrollment Form (with previous title of Sun Life Prosperity Funds Auto-Invest Enrollment Form ) – Use this if you want to automatically debit investments from your bank account.
Request for Redemption/Fund Switch (with previous form title of Order Ticket for Redemption / Interfund Transfer) - Use this to redeem or transfer your investments. Attach original share certificate (if available).
Request for Check Uncrossing Form – applicable for requests for uncrossed checks.
Non-Financial Amendment Form – Use this form to update information about your account. (i.e. Change of Name, Change of Legal Residence, Change of Citizenship, etc.).
Proxy Form – Use this form if you have not submitted the proxy form upon account opening.
Checklist for Subsequent Transactions (with previous form title of Subsequent Investment Checklist for Basic Mandatory Requirements)-This is the checklist of the necessary documents.
Advisor Change Request (with previous form title of Service Request Form) – Use this to have your advisor changed.
Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices.
*Note: Links lead to downloadable PDF files. Please use US Legal paper (8.5” x 14”) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request .
Application for Reinstatement and/or Declaration of Good Health and Insurability
Use this if the plan has lapsed for more than 90 days from the last unpaid installment due date. We will advise you for possible additional requirements.
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.