Find a form

You may directly download forms here or use eClaims in My Sun Life HK mobile app (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
• Day-surgery Arrangement (Medical Orientation) Application Form
• (SunHealth Medical Premier / Essential) Pre-Authorization Application Form
• (Bright Superb Health) Hospitalization Pre-Approval Form
• (Bright Superb Health) Medical Expense Claim 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, Cheung Kei Center 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 Financial Credit Card
• 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 Loan
• Transfer of Policy Ownership
• Withdrawal – Investment-Linked Insurance
• Withdrawal - Traditional Policy
• Withdrawal – Universal Life Insurance

• Employer Application Form
• Participation Agreement (in duplicate)
• Employer Voluntary Contribution Change Form
• Employer Information Change Form
• Leaving Member Notification
• MPF Remittance Statement (for reporting normal contributions or contributions for new and/ or terminated members)
• Member Enrolment Form
• Direct Debit Authorization
• Offset of Long Service Payment / Severance Payment Form
• Tax Residency Self-Certification (Entity)

• Personal Account Member Enrolment Form
• Switching / Change of Investment Mandate Form
• Scheme Member's Request For Fund Transfer Form [MPF(S)-P(M)]
  Writable form
  Sample form
• Employee Choice Arrangement Transfer Election Form [MPF(S)-P(P)]
  Writable form
  Sample form
• Scheme Member's Request For Account Consolidation Form [MPF(S) - P(C)] (for consoliating multiple personal accounts into one account)

  If you wish to transfer your accrued benefits from another MPF Schemes to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Member Information Change Form
• Member Voluntary Contribution Change Form
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong/ Total Incapacity/ Terminal Illness/ Small Balance/ Death [MPF(S)-W(O)]
  Writable form
  Sample form
• Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement [MPF(S)-W(R)]
  Writable form
  Sample form
• Personal Account Information Enquiry Form – Scheme Member [PA-SM]
• Personal Account Information Enquiry Form – Deceased Scheme Member [PA-PR]
• Request Form for Personal Account Information – Authorized Person [PA-AP (PI)]
• Tax Residency Self-Certification (Individual)

• Self-employed Person Application Form
• Annual Declaration of Self-employed Person
• Scheme Member's Request For Fund Transfer Form [MPF(S)-P(M)]
  Writable form
  Sample form

  If you wish to transfer your accrued benefits from another MPF Schemes to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Switching / Change of Investment Mandate Form
• Self-employed Person Information Change Form
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong/ Total Incapacity/ Terminal Illness/ Small Balance/ Death [MPF(S)-W(O)]
  Writable form
  Sample form
• Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement [MPF(S)-W(R)]
  Writable form
  Sample form
• Direct Debit Authorization

• Tax Deductible Voluntary Contributions (TVC) Application Form
• Direct Debit Authorization
• Scheme Member’s Request for Transfer of Tax Deductible Voluntary Contributions [MPF(S)-P(T)]
• Special Private Account Contribution Withdrawal and Transfer to Tax Deductible Voluntary Contribution (TVC) Account Form
• Change of Contribution Form
• Switching / Change of Investment Mandate Form

• Special Private Account Application Form
• Direct Debit Authorization
• Change of Contribution Form
• Switching / Change of Investment Mandate Form
• Contribution Withdrawal Form
• Special Private Account Contribution Withdrawal and Transfer to Tax Deductible Voluntary Contribution (TVC) Account Form

• MPF Scheme Brochure for Sun Life Rainbow MPF Scheme (formerly called Sun Life Rainbow MPF Scheme Principal Brochure)
• Consolidated Report of Sun Life Rainbow MPF Scheme (as of 31 December 2019)
• Notice to MPF Scheme Participants Regarding the Executive Order 13959 (Issue date: 26 February 2021)
• Supplemental Notice to Participating Employers and Scheme Members (Issue date: 27 August 2020)
• DIS Pre-implementation Notice to Participating Employers and Members (Issue date: 12 December 2016)
• Sun Life MPF Award Flyer
• MPF Risk Profile Questionnaire

• Employer Application Form
• Employer Information Change Form
• MPF Remittance Statement
• Employer Voluntary Contribution Change Form
• Direct Debit Authorization Form
• Employee’s Application Form
• Employee Termination Notification
• Transfer of Accrued Benefits Upon Intra-group Transfer / Change of Business Ownership Form
• Tax Residency Self-Certification (Entity)

• Personal Account Member’s Application Form
• Scheme Member’s Request for Fund Transfer Form [Form MPF(S) – P(M)]
• Scheme Member’s Request for Account Consolidation Form [Form MPF(S) – P(C)]
• Employee Choice Arrangement (ECA) – Transfer Election Form [Form MPF(S) – P(P)]

  If you wish to transfer your accrued benefits from another MPF Schemes to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Change in Personal Details Form
• Change in Asset Allocation Form
• Asset Switching Form
• Change of Voluntary Contribution Form (Employee)
• Withdrawal of Voluntary Contribution Form
• Claim Form for Payment of Accrued Benefits on Ground of Attaining The Retirement Age of 65 or Early Retirement [Form MPF(S) – W(R)]
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure From Hong Kong/Total Incapacity/Terminal Illness/Small Balance/Death [Form MPF(S) – W(O)]
• Tax Residency Self-Certification (Individual)

• Self-employed Application Form
• Direct Debit Authorization
• Scheme Member’s Request for Fund Transfer Form [Form MPF(S) – P(M)]

  If you wish to transfer your accrued benefits from another MPF Schemes to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Annual Declaration Form of Self-employed Person
• Change in Personal Details Form
• Change in Asset Allocation Form
• Asset Switching Form
• Claim Form for Payment of Accrued Benefits on Ground of Attaining The Retirement Age of 65 or Early Retirement [Form MPF(S) – W(R)]
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure From Hong Kong/Total Incapacity/Terminal Illness/Small Balance/Death [Form MPF(S) – W(O)]

• Sun Life MPF Master Trust MPF Scheme Brochure (formerly called Sun Life MPF Master Trust Consolidated Offering Document ) 
• Sun Life MPF Master Trust – Reports and Financial Statements (for the year ended 30 September 2019)
• Documents Related to Transfer of Class G Policies from FWD Life to Sun Life
  

• Participation Form for Employer
• Direct Debit Authorization Form
• Membership Enrolment Form
• MPF Remittance Statement
• Employer Information Change Form
• Employee Termination Notification
• Employer Voluntary Contribution Change Form
• Offset of Long Service Payment / Severance Payment Form
• Tax Residency Self-Certification (Entity)

• Asset Allocation Change Form / Existing Asset Switching Form
• Personal Details Change Form
• Scheme Member’s Request For Fund Transfer Form [Form MPF(S)-P(M)]
• Employee Choice Arrangement ("ECA") - Transfer Election Form [Form MPF(S)-P(P)]
• Scheme Member's Request For Account Consolidation Form [MPF(S) – P(C)]

  If you wish to transfer your accrued benefits from another MPF scheme to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement [Form MPF(S)-W(R)]
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death [Form MPF(S)-W(O)]
• Personal Account Membership Enrolment Form
• Tax Residency Self-Certification (Individual)

• Participation Form for Self-employed Person
• Direct Debit Authorization Form
• Declaration of Relevant Income Form
• Scheme Member’s Request For Fund Transfer Form [Form MPF(S)-P(M)]

  If you wish to transfer your accrued benefits from another MPF scheme to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Asset Allocation Change / Existing Asset Switching Form
• Self-employed Person Information Change Form
• Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement [Form MPF(S)-W(R)]
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death [Form MPF(S)-W(O)]

• Additional Voluntary Contributions Application Form
• Direct Debit Authorization Form
• Additional Voluntary Contributions Asset Allocation Change / Existing Asset Switching Form
• Additional Voluntary Contributions Withdrawal / Claim Form
• Additional Voluntary Contribution Change Form

• Sun Life MPF Basic Scheme MPF Scheme Brochure (formerly called Sun Life MPF Basic Scheme Explanatory Memorandum)
• Consolidated Report of Sun Life MPF Basic Scheme (as of 31 December 2019)
• Documents Related to Transfer of Class G Policies from FWD Life to Sun Life
• Important Notice for Members who are U.S. Persons (In relation to Sun Life MPF Basic Scheme US & Hong Kong Equity Portfolio)
• Notice to MPF Scheme Participants Regarding the Executive Order 13959 (Issue date: 26 February 2021)

• Participation Form for Employer
• Direct Debit Authorization Form
• Membership Enrolment Form
• MPF Remittance Statement
• Employer Information Change Form
• Employee Termination Notification
• Employer Voluntary Contribution Change Form
• Offset of Long Service Payment / Severance Payment Form
• Tax Residency Self-Certification (Entity)

• Asset Allocation Change Form / Existing Asset Switching Form
• Personal Details Change Form
• Scheme Member’s Request For Fund Transfer Form [Form MPF(S)-P(M)]
• Employee Choice Arrangement ("ECA") - Transfer Election Form [Form MPF(S)-P(P)]
• Scheme Member's Request For Account Consolidation Form [MPF(S) – P(C)]

  If you wish to transfer your accrued benefits from another MPF scheme to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement [Form MPF(S)-W(R)]
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death [Form MPF(S)-W(O)]
• Personal Account Membership Enrolment Form
• Tax Residency Self-Certification (Individual)

• Participation Form for Self-employed Person
• Direct Debit Authorization Form
• Declaration of Relevant Income Form
• Scheme Member’s Request For Fund Transfer Form [Form MPF(S)-P(M)]

  If you wish to transfer your accrued benefits from another MPF scheme to the scheme, please be aware of how the transferred-in benefits will be invested. In general, the transferred-in benefits will be invested according to the default investment strategy (“DIS”) if you have not given any investment instructions for the transferred-in benefits of the account in the scheme. Please contact us to seek clarification, where necessary.

• Asset Allocation Change / Existing Asset Switching Form
• Self-employed Person Information Change Form
• Claim Form for Payment of Accrued Benefits on Ground of Attaining the Retirement Age of 65 or Early Retirement [Form MPF(S)-W(R)]
• Claim Form for Payment of Accrued Benefits on Ground of Permanent Departure from Hong Kong / Total Incapacity / Terminal Illness / Small Balance / Death [Form MPF(S)-W(O)]

• Additional Voluntary Contributions Application Form
• Direct Debit Authorization Form
• Additional Voluntary Contributions Asset Allocation Change / Existing Asset Switching Form
• Additional Voluntary Contributions Withdrawal / Claim Form
• Additional Voluntary Contribution Change Form

• Sun Life MPF Comprehensive Scheme MPF Scheme Brochure (formerly called Sun Life MPF Comprehensive Scheme Explanatory Memorandum)
• Consolidated Report of Sun Life MPF Comprehensive Scheme (as of 31 December 2019)
• Documents Related to Transfer of Class G Policies from FWD Life to Sun Life
• Important Notice for Members who are U.S. Persons (In relation to Sun Life MPF Comprehensive Scheme US & Hong Kong Equity Portfolio)
• Notice to MPF Scheme Participants Regarding the Executive Order 13959 (Issue date: 26 February 2021)

• Sun Life Rainbow ORSO Scheme Principal Brochure
• Supplemental Notice to Participating Employers and Scheme Members (Issue date: 27 August 2020)

• Sun Life Capital Guarantee Plan Explanatory Memorandum

• Sun Life Multi-Funding Provident Plan Explanatory Memorandum

• SunMaster Group Medical Package
  Product Brochure
  Application Form

• ClinicSME Plan
  Product Brochure
  Application Form

• To obtain more information, please contact our Group Client Service Hotline at 3183-6256.

• 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
• Group Insurance e-Services Policy Owner Application Form

• Group Insurance e-Services Leaflet
• Group Insurance e-Services Member Account Registration Guide
• My Sun Life HK – Group Health Mobile App Registration Guide