• Acknowledgment Receipt and Delivery of Policies Instruction Sheet

  • Note: Please have this form completed and return within fifteen (15) business days from receipt to:

    Sun Life Of Canada (Philippines Inc. 3/F Sun Life Center 5th Avenue corner Rizal Drive

    Or to any CLIENT SERVICE CENTER nationwide.

    Bonifacio Global City. Taguig City

    General Information

  • ACKNOWLEDGEMENT RECEIPT OF POLICY CONTRACT

  • [To be filled out by the Policy Owner or Authorized Representative]

    Received by: (please mark the approppriate box)

    Authorized Representative with Authorization Letter signed by Polcy Owner

  • Received by:*
  • Date Received*
     / /

  • ID can be any of the following Driver's License SSS Card, GSIS Card. Passport Postal ID. Company ID. TIN ID. PRC ID. Voter's ID, Senior Citizen's ID

  • POLICY CONTRACT DELIVERY REMINDERS FOR ADVISORS

  • If, before delivery of any policy, you discovered that there has been a change in the insurability of the life to be insured owing to: 1) a change in health; 2) an illness or injury which he/she had suffered; 3) change of employment to a hazardous one; or 4) come other changes which would alter the representation in the application;

    1) withold delivery of the policy; 2) report full details of what has occured (if it is illness related, include complete name and address of attending doctor/hospital); ³) await instructions from Underwriting Department

    1. You are required to deliver the policy contract to your client and return the signed Acknowledgment Form to New Business Services Department (see instruction above) within fifteen (15) calendar days from your receipt of the contract. 2. Please ensure that the policy owner or authorized representative fills out the Acknowledgement portion completely upon receipt of the contract 3. An Authorization Letter signed by the Policy Owner is required if the policy contract will be received by a Representative

    NEW BUSINESS & UNDERWRITING SERVICES DEPARTMENT

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