Claim Forms

We believe you will need our personal service when it comes to time to make a claim. If you require assistance, please contact your financial advisor or one of our Customer Service Representatives. For contact details, see Contact Us.

• Accident Benefit Claim Form
• Hospitalization Benefit Claim Form

Policy Service Forms

Below is a list of commonly used policy service forms for you to download. Forms with multiple pages require your initials on all pages. Please send completed forms to "8/F Sun Life Tower, The Gateway, 15 Canton Road, Kowloon, Hong Kong" for processing. If you require assistance, please contact your financial advisor or one of our Customer Service Representatives. For contact details, see Contact Us.

• Address Change Request Form
• DDA Form
• DDA Form - Sun Life Financial Credit Card
• e-Services Registration Form
• Fund Switching & Change of Investment Mandate Form (By Fax) - Investment Linked Policy
• Notice of Assignment/Release of Assignment
• Payment Abstract Form
• Request for Beneficiary Change Form
• Request for Policy Change Form
• Request for Policy Service Form - Investment Linked/Universal Life Insurance
• Request for Value Withdrawal Form - Traditional Policy
• Request for Fund Withdrawal Form - Investment Linked/Universal Life Insurance
• Transfer of Policy Ownership