Advisor Change Request

In this form, you and your refer to the policy owner/planholder/investor/company's authorized signatory, while we, us, our and the Company refer to either Sun Life of Canada (Philippines), Inc., Sun Life Financial Plans, Inc. or Sun Life Asset Management Co., Inc., which are members of the Sun Life Financial group of companies.
You must accomplish and submit completed form to any of the following: (1) Sun Life of Canada (Philippines), Inc. Billing and Client Support Services, Sun Life Centre, 5th Ave. cor. Rizal Drive, Bonifacio Global City, Taguig City, 1634 Philippines, (2) any of our Client Service Centers, or (3) email to sunlink@sunlife.com.

Please write legibly by using capital letters. Write N/A if question is not applicable. Mark the box(es) with an "X" to indicate your choice(s) then sign the form only when completely filled out.
A. General Information
1a. Policy Owner / Policyholder (for Group Insurance) / Plan Holder / Investor

First NameMiddle InitialLast Name
1b. Company Name
B. Request Details
2. This request will apply to:

All Group Life Insurance Contracts (for Policy Holders of Group Insurance)
3. Reason for Change

You prefer another Advisor (please provide reason below)
C. New Advisor Information
4. Advisor's Name

First NameMiddle InitialLast Name
By signing below, you confirm your understanding and agreement to the following:

a) All services relating to your account(s) as indicated in this form shall be coursed through your new servicing advisor.

b) You will inform us within 30 calendar days of any change in your circumstances, including but not limited to citizenship, and submit the applicable document accordingly.

c)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.

d) You acknowledge that the Company, its employees, duly authorized representatives, related companies, third-party service providers, and vendors, shall process and share your and insured's information, with any person or organization to (i) service this account, (ii) process claims and enforce the contract, and (iii) pursue its legitimate and lawful rights and interests and other purposes allowed under privacy laws and regulations.

e) Your personal data shall be retained throughout the existence of your account(s) and/or until expiration of the retention limit set by laws and regulations from account closure and the period set for destruction or disposal of records. You certify that you have read, understood, and agree with the declarations and authorizations above, including Sun Life's privacy policy found in https://apps.sunlife.com.ph/privacy
5. Signature of Policy Owner / Policyholder (for Group Insurance) / Plan Holder / Investor
6. Printed Name

First NameMiddle InitialLast Name
7. Place of Signing
Date of Signing

MonthDayYear
Date
9. Signature of New Advisor
10. Code No.
11. NBO / ISO
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Mailing Address (P.O. Box not acceptable)
No., Street, Village / Subdivision

Barangay

City / MunicipalityState / Province

Zip Code
13. Home Phone
country code, area code & tel. no.
14. Work Phone
country code, area code & tel. no.
15 Mobile Phone
country code & mobile no.
16. Email Address
country code & mobile no.
Upload Copy of Valid ID

Cancelof
An Online Form by Jojo Porquez
Should be Empty:

A. General Information

B. Request Details

C. New Advisor Information

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