Sun Life Prosperity Funds: Downloadable Forms

*Forms updated as of April 25, 2022

SLAMCI Welcome Kit

Account Opening Form - DES Version (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 - DES Version - Accomplish this form to add an investor

Account Opening Form (Institutions) - DES Version -  Accomplish this form to open a new mutual fund account for institutional clients.

Investor Suitability Assessment (Institutions) – Accomplish this form to assess the institution’s investment risk profile.

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

Sun RISE Account Opening Form - DES Version - Accomplish this form if you wish to enroll in your company's existing Sun RISE Program

Sun Synergy Client Authorization Form- Submit this form if you want automatic payment of life insurance renewal premium from your Mutual Fund investment.

Sun Life Prosperity Card Purchase Form

Proxy Form – Use this form to authorize a proxy who will attend shareholder meetings during your absence.

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.

Checklist for Account Opening (Institutions) – Use this checklist to ensure the completeness of account opening requirements for institutional clients.

Supplement for Units - Use this supplement form to invest, switch or redeem unit(s) of any applicable Sun Life Prosperity Fund(s)

 

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 - DES Version (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.)

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.

SLAMCI Auto-Invest Cancellation Form

SLAMCI Auto-Invest Amendment Form

Sun Life Prosperity Card Purchase Form

BDO ADA Form

BPI ADA Form

Bills Payment with BPI Form

Security Bank ADA Form

Metrobank ADA Form

Request for Redemption/Fund Switch - DES Version (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.

Client Information Update 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.

Supplement for Units - Use this supplement form to invest, switch or redeem unit(s) of any applicable Sun Life Prosperity Fund(s)

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 .