Sun Life Prosperity Funds: Downloadable Forms

SLAMCI Welcome Kit

• Confirmation of In-Trust-For (ITF) Arrangement (2024-08-28) (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 Synergy Client Authorization Form (2024-08-28) - Submit this form if you want automatic payment of life insurance renewal premium from your Mutual Fund investment.
• Sun Life Prosperity Card Purchase Form (2024-08-28)
• Proxy Form for Individual Clients: Use this form to authorize a proxy who will attend shareholder meetings during your absence.
• Proxy Form for Joint and Corporate Clients: 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) - (2022-06-15) – Use this checklist to ensure the completeness of account opening requirements for institutional clients.

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 .

• Auto-Invest Enrollment Form  (with previous title of Sun Life Prosperity Funds Auto-Invest Enrollment Form) (2022-08-01) – Use this if you want to automatically debit investments from your bank account.
• SLAMCI Auto-Invest Cancellation Form (2021-08-01)
• SLAMCI Auto-Invest Amendment Form (2021-08-01)
• Sun Life Prosperity Card Purchase Form (2024-08-28)
• BDO ADA Form
• BPI ADA Form
• Bills Payment with BPI Form
• Security Bank ADA Form
• Metrobank ADA Form
• Settlement Bank Account Enrollment Form (2024-08-28) – Use this form to enroll/nominate your default Philippine Peso (PHP) and/or US Dollar (USD) settlement bank account(s). See the sample form here.
• Request for Check Uncrossing Form (2024-08-28) – applicable for requests for uncrossed checks.
• Client Information Update Form (2024-08-28) – Use this form to update information about your account. (i.e. Change of Name, Change of Legal Residence, Change of Citizenship, etc.).
• Proxy Form for Individual Clients: Use this form if you have not submitted the proxy form upon account opening.
• Proxy Form for Joint and Corporate Clients: 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) (2021-02-24) -This is the checklist of the necessary documents.
• Advisor Change Request  (with previous form title of Service Request Form) (2024-08-28) – 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 .