This section must be signed by the policy owner, assignee and all of the nominated irrevocable benefi ciaries and witnessed by an Advisor or Staff
of Sun Life of Canada(Philippines), Inc. If signed before a disinterested witness, please have the form notarized by a notary public by affi xing his/her
signature and offi cial seal at the back of this form.
If this form is signed outside the Philippines, please have the form authenticated or notarized by the nearest Philippine Consul in your locality.
If the policy owner or irrevocable benefi ciary is a minor (less than 18 years of age) or incompetent, the legal guardian should sign on his/her behalf.
Additional documents may be required from the said guardian. If any of the irrevocable benefi ciaries has passed away, additional documents may
be required.
By signing, you hereby declare and agree that:
- the request applied for is based on your own judgment and you have not relied on any advice provided by your advisor;
- to the best of your knowledge, all information you have provided in this form are complete and true.
You also understand and agree that
- the change/s applied for shall only take effect when (i) any required payment is paid in full and (ii) the request for change(s) applied for is
approved, during the lifetime of the life insured;
- a copy of this request, and any other relevant document(s), will form part of the policy;
- any Suicide Provision and any Incontestability Provision in the General Provisions of the policy will apply to the additional benefi ts and/or Excess
Premiums added to the policy as a result of this request, effective from the date hereof;
- the Company may correct errors or omissions made in the completion of this form.
By affixing your signature and presenting ID, you confi rm, agree and hereby authorize the Company to honor and effect transactions on the basis hereof:
- you will inform us within 30 calendar days of any change in your circumstances, including but not limited to citizenship(s)/nationality(-ies),
and, submit the applicable documents accordingly;
- you acknowledge the Company’s statutory responsibility to provide your information, including but not limited to local or foreign tax status to the
appropriate authority;
- you acknowledge that the Company, its employees, duly authorized representatives, related companies, third party service providers, and
vendors shall process and share your, the insured’s and the benefi ciary’s information, with any person or organization to (i) service this account,
(ii) process transactions and enforce contract, and (iii) pursue its legitimate and lawful rights and interests and other purposes allowed under
laws and regulations, including, but not limited to, those relating to data privacy and anti-money laundering;
- you agree that the Company shall process your personal data to evaluate, process, and implement the transaction or request that you have
initiated. The Company may disclose your personal data to its affi liates, service providers, and other third parties for processing consistent with
the foregoing purpose, and to comply with legal obligations, as well as laws and regulations (domestic or foreign).
- your rights include the right to be informed, access your data, and rectify errors in your data. For more information about your rights and how we
protect your data, you may access our privacy policy at https://online.sunlife.com.ph/privacy. Should you have any concerns in relation to your rights or the processing of your personal data, you may get in touch with our Data Protection Offi cer at privacyconcern@sunlife.com.
- you agree to indemnify and hold free and harmless the Company, its affi liates, directors, employees, legal representatives, and assignees
against loss and damage from any claims and/or actions made by any third person including the parties to this policy or their representatives
in relation to the processing of this request.