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, 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 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

• 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
• MPF Contribution Direct Credit Notification
• 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 consolidating 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
  In addition to submitting a physical form, you can update your personal contact details (e.g. phone number and email address) and communication method (e.g. e-Notification setting) easily through the Online Pension Services Centre. Please click here to login.  
  
• 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
• MPF Contribution Direct Credit Notification
• Origin of Funds Declaration

• Tax Deductible Voluntary Contributions (TVC) Application Form
  
• Tax Deductible Voluntary Contributions – Change of Contribution/Payment Instruction Form
• Direct Debit Authorization
• MPF Contribution Direct Credit Notification
• 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
• Switching / Change of Investment Mandate Form
• Origin of Funds Declaration

• 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
• Origin of Funds Declaration

• 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 2023)
• 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 – Reports and Financial Statements (for the year ended 30 September 2023)
• 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 

• Consolidated Report and Governance Report of Sun Life MPF Basic Scheme (as of 31 December 2023)
• 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 

• Consolidated Report and Governance Report of Sun Life MPF Comprehensive Scheme (as of 31 December 2023)
• 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 Principal Brochure (March 2024 version) - Latest version of which all the amendments First to Eighth Addendum on the Sun Life Rainbow ORSO Scheme Principal Brochure (November 2018 version) have been reflected.
• Sun Life Rainbow ORSO Scheme Principal Brochure (November 2018 version with First to Eighth Addendum) 
• 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
• 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

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

• Sun Life Group Insurance Employer Portal
• My Sun Life HK – Group Insurance Mobile App registration guide