Find a form
You may directly download forms here or use eClaims in My Sun Life HK Client Digital Platforms (eClaims is available for Accident/Hospitalization & Surgical claims only – please see the Claims page for detailed procedures and documentation requirements).
If you need personalized assistance, please contact your financial advisor or click Contact Us and our Client Service officer will be pleased to help you further.
- Accident Benefit Claim Form
- Hospitalization Benefit Claim Form
- Application For Childbirth Benefit
- Critical Illness Benefit Claim Form
- Critical Illness Attending Physician's Statement - Cancer
- Critical Illness Attending Physician's Statement - Coronary By-pass Surgery
- Critical Illness Attending Physician's Statement - Heart Attack
- Critical Illness Attending Physician's Statement - Stroke
- Disability Benefit Claim Form
- Life Insurance Claim - Claimant's Statement
- Life Insurance Claim - Attending Physician's Statement
- Pre-Authorization Application Form - For Day Surgery
- (Bright Superb Health / SunHealth Medical Premier / Essential/ WeHealth Prestige) Pre-Authorization Application Form
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 "G/F, MU Tower B, 18 Hung Luen Road, Hunghom, Kowloon, Hong Kong" for processing. If you require assistance, please contact your financial advisor or one of our Client Service officer. For contact details, see Contact Us.
- Application for / Release of Collateral Assignment
- Change of Address & Contact Information
- Change of Beneficiary & Trustee
- Change of Personal Particulars (Applicable to Individual and Entity)
- Change of Regular Premium Amount & Lump Sum
- Direct Debit Authorization
- Direct Debit Authorization - Sun Life Credit Card
- Direct Marketing Opt-in Request
- Fund Switching & Change of Contributions Allocation Schedule / Investment Mandate
- Payment Declaration Form
- Third Party Payment Declaration Form
- Policy Value Payout Method
- Rainbow Retirement / Graduate – Premium Catch Up
- Request for Policy Change
- Request for Policy Change - Commitment
- Request for Policy Continuation Option Form
- Request for Policy Loan
- Transfer of Policy Ownership
- Withdrawal – Investment-Linked Insurance
- Withdrawal - Traditional Policy
- Withdrawal – Universal Life Insurance
Sun Life Rainbow MPF Scheme
Sun Life Rainbow MPF Scheme has onboarded the eMPF Platform on 3 October 2025. Administrative instructions are now handled by eMPF, including these frequently used instructions:
- Employee scheme enrolment arrangement
- Change of employer information
- Make contributions and/or handle overdue remittances
- Reporting employee termination
- Request offset and reimbursement for severance and long service payments
Please submit the designated MPF administration forms to eMPF to manage your account. The forms are available on the eMPF website for download.
Sun Life Rainbow MPF Scheme has onboarded the eMPF Platform on 3 October 2025. Administrative instructions are now handled by eMPF, including these frequently used instructions:
- Scheme enrolment
- Change of personal information
- Change of investment instructions
- MPF benefits withdrawal
- MPF transfer requests
Please submit the designated MPF administration forms to eMPF to manage your account. The forms are available on the eMPF website for download.
Sun Life Rainbow MPF Scheme has onboarded the eMPF Platform on 3 October 2025. Administrative instructions are now handled by eMPF. Online submission is also available for the following applications/instructions:
- [RB-PAA] Sun Life Rainbow MPF Scheme - Personal Account Member Application Form
Apply Online | Download Writable Form
- [P(M)] Scheme Member's Request for Fund Transfer Form
Apply Online | Download Writable Form
- [P(C)] Scheme Member's Request for Account Consolidation Form
Apply Online | Download Writable Form
- [P(P)] Employee Choice Arrangement (ECA) - Transfer Election Form
Apply Online | Download Writable Form
For other administrative instructions, including these frequently used instructions:
- Change of personal information
- Change of investment instructions
- MPF benefits withdrawal
Please submit the designated MPF administration forms to eMPF to manage your account. The forms are available on the eMPF website for download.
Sun Life Rainbow MPF Scheme has onboarded the eMPF Platform on 3 October 2025. Administrative instructions are now handled by eMPF, including these frequently used instructions:
- Scheme enrolment
- Change of personal information
- Change of investment instructions
- MPF benefits withdrawal
- MPF transfer requests
Please submit the designated MPF administration forms to eMPF to manage your account. The forms are available on the eMPF website for download.
Sun Life Rainbow MPF Scheme has onboarded the eMPF Platform on 3 October 2025. Administrative instructions are now handled by eMPF. Online submission is also available for the following application:
- [RB-TVCA] Sun Life Rainbow MPF Scheme - Tax Deductible Voluntary Contributions ("TVC") Account Member Application Form
Apply Online | Download Writable Form
For other administrative instructions, including these frequently used instructions:
- Change of personal information
- Change of investment instructions
- MPF benefits withdrawal
- MPF transfer requests
Please submit the designated MPF administration forms to eMPF to manage your account. The forms are available on the eMPF website for download.
Sun Life Rainbow MPF Scheme has onboarded the eMPF Platform on 3 October 2025. Administrative instructions are now handled by eMPF, including these frequently used instructions:
- Scheme enrolment
- Change of personal information
- Change of investment instructions
- MPF benefits withdrawal
- MPF transfer requests
Please submit the designated MPF administration forms to eMPF to manage your account. The forms are available on the eMPF website for download.
- MPF Scheme Brochure for Sun Life Rainbow MPF Scheme
- Key Scheme Information Document For Sun Life Rainbow MPF Scheme
- Annual Consolidated Report and Governance Report of Sun Life Rainbow MPF Scheme (31 December 2024)
- Notice to Participating Employers and Scheme Members (Issue date: 1 April 2026)
- Notice to Participating Employers and Scheme Members (Issue date: 31 December 2025)
- Notice to Participating Employers and Scheme Members (Issue date: 23 July 2025)
- Notice to Participating Employers and Scheme Members (Issue date: 13 January 2025)
- Notice to Participating Employers and Scheme Members (Issue date: 31 October 2024)
- Notice to Participating Employers and Scheme Members (Issue date: 27 August 2024)
- Notice to Participating Employers and Scheme Members (Issue date: 10 October2023)
- Notice to Participating Employers and Scheme Members (Issue date: 11 July 2023)
- Notice to Participating Employers and Scheme Members (Issue date: 2 May 2023)
- Notice to MPF Scheme Participants Regarding the Executive Order 13959 (Issue date: 26 February 2021)
- Sun Life MPF Award Flyer
- MPF Risk Profile Questionnaire
Sun Life MPF Master Trust (formerly called Schroder MPF Master Trust)
- Sun Life MPF Master Trust – Reports and Financial Statements (for the year ended 27 September 2024)
- Notice to Participating Employers and Scheme Members of Sun Life MPF Master Trust (Issue date: 25 May 2023)
- Frequently-Asked-Questions relating to the scheme restructure of Sun Life MPF Master Trust into Sun Life Rainbow MPF Scheme
Sun Life MPF Basic Scheme (formerly called FWD MPF Master Trust Basic Scheme)
- Consolidated Report and Governance Report of Sun Life MPF Basic Scheme (as of 16 April 2025)
- Notice to Participating Employers and Scheme Members of Sun Life MPF Basic Scheme (Issue date: 25 August 2023)
- Frequently-Asked-Questions relating to the scheme restructure of Sun Life MPF Basic Scheme into Sun Life Rainbow MPF Scheme
Sun Life MPF Comprehensive Scheme (formerly called FWD MPF Master Trust Comprehensive Scheme)
- Consolidated Report and Governance Report of Sun Life MPF Comprehensive Scheme (as of 16 April 2025)
- Notice to Participating Employers and Scheme Members of Sun Life MPF Comprehensive Scheme (Issue date: 25 August 2023)
- Frequently-Asked-Questions relating to the scheme restructure of Sun Life MPF Comprehensive Scheme into Sun Life Rainbow MPF Scheme
Sun Life Rainbow ORSO Scheme
Sun Life Capital Guarantee Plan
Sun Life Multi-Funding Provident Plan
Group Policies
- SunMaster Group Medical Package
Product Brochure
Application Form - To obtain more information, please contact our Group Client Service Hotline at 3183-2099.
- Group Claimant’s Statement
- Group Disability/Dismemberment Claim Form
- Report of Employee(s)/Dependent(s) Termination & Changes
- Group Hospitalization & Surgical Insurance Claim Form
- Group Clinical Insurance Claim Form
- Report of New Employee(s) and Dependent(s)
- Sun Life Privilege Care Card Loss Card Declaration
- Group Medical & Life Insurance – Policy Particulars Change Form