You’re one step away from being insured investor! ☻

You’re one step away from being an insured investor! ☻

Nicole Javier, Sun Life Philippines Licensed Financial Advisor
Full Name

First NameLast Name
Birthday

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Civil Status
Birthplace
Citizenship
TIN/SSS #
Mobile Phone
E-Mail
Permanent Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Current Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Primary Occupation
Nature of Work
Total years in Employment
Annual Income
Employer Name or Name of Business
Nature of Business
Employer/Business Address
SSS/TIN ID Number
Mailing Address (Choose one)
Source of Funds
Have you or any of your immediate relatives and close associates(living or deceased) ever held or are currently holding an elected or appointed government position in the Philippines or other country?
Primary Beneficiary #1 (Last Name, First Name, Middle Name, Relationship, Citizenship, Birthday, Contact Number, Address)
Please follow the format
Primary Beneficiary #2 (Last Name, First Name, Middle Name, Relationship, Citizenship, Birthday, Contact Number, Address)
Please follow the format
Primary Beneficiary #3 (Last Name, First Name, Middle Name, Relationship, Citizenship, Birthday, Contact Number, Address)
Please follow the format
Contigent Beneficiaries (Last Name, First Name, Middle Name, Relationship, Citizenship, Birthday, Contact Number, Address)

#1#2
Do you have other life insurance policies in force or pending with the company and other insurance companies?
Identification proof provided/Type of ID:
Family History (Age, Health Condition, Cause of Death if applicable)
Ex: Father, 60, Healthy
Any health issue?
Are you under medication?
Height (cm)
Weight (kg)
Valid Government Issued ID

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ID number:
Expiry date of ID
SELFIE with the Valid Government Issued ID

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Preferred Payment Channel
Please coordinate with me if you need assistance
Proof of Payment (Premiums)

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Should be Empty:

You’re one step away from being an insured investor! ☻