header
 
menu
Claim Forms
Policy Service Forms
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
Notice of Assignment/Release of Assignment
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
Fund Switching Form (By Fax) for Investment Linked Policy


footnote