complete claims form and collect documents

COMPLETE THE CLAIM FORM AND COLLECT SUPPORTING DOCUMENTS

Fill out the following form

Life Insurance Claim – Claimant’s Statement and CRS Self Certification Form

  • Life Insurance Claim – Claimant’s Statement: the Beneficiary(ies)/Claimant(s) should complete and sign their corresponding parts of the same copy
  • CRS Self Certification Form: each beneficiary(ies)/Claimant(s) should complete their own copy

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Gather supporting documents

  • Original death certificate
  • Policy contract (if unable to provide the contract, please provide a written statement to declare)
  • Copy of ID card/passport of deceased and the beneficiary(ies)
  • Relationship proof between the deceased and the beneficiary(ies) such as birth certificate/marriage certificate)

submit documents

SUBMIT THE DOCUMENTS

In Person/By Mail

G/F, Cheung Kei Center Tower B, 18 Hung Luen Road, Hunghom, Kowloon, Hong Kong

waiting for claims approval

CLAIMS ASSESSMENT

We may request additional information during the claims process. If you have any enquiries, please contact your advisor or our Client Service Centre.

Client Service Centre: (852) 2103 8928 (Monday to Friday from 9 a.m. to 8 p.m., Saturday from 9 a.m. to 1 p.m.)


waiting for claims payout

PAYOUT

After the claim is processed, payment will be made via the method you have selected during the claim submission:

  • Pay to premium autopay bank account
  • Via Faster Payment System (FPS)
  • By cheque (mail to me)
  • By cheque (via advisor)

My Sun Life HK app

Manage your policy at your fingertips 24/7

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Review coverages and submit claims

Review coverages and submit claims
View your policies and coverage of your whole family. Make a claim and get your payout quickly

Manage investment-linked funds

Manage investment-linked funds
Investment-linked fund switching and change of future premium allocation

Contact your advisor or our Client Service Centre

Professional support
Contact your advisor or our Client Service Centre for professional advice

  

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