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.

IMPORTANT NOTES:

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.

A1. Policy Owner / Policy Holder (for Group Insurance) / Plan Holder / Investor

Last Name

First Name

Middle Name

Date of Birth (e.g. 01-JAN-2020)

A2. Company Name

Designation

B.1 Request a particular policy/plan/account number(s) only. Specify below the policy/plan/account number(s) to be transferred (incorrect policy/plan/account number(s) will not be processed):

B.2 Request will apply to ALL existing client's account as of date of request (select applicable type of account to be transferred):

All Group Life Insurance Contracts (for Policyholder of Group Insurance)

You prefer another Advisor (provide reason below)

New Advisor's Full Name

First NameMiddle NameLast Name

By signing below, you confirm your understanding and agreement to the following:

All services relating to your account(s) as indicated in this form shall be coursed through your new servicing advisor.
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.
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 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.
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.
Your rights include the right to be informed, access your data, rectify errors, object to processing, and fi le a complaint. For more information about yourrights 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 relationto your rights or the processing of your personal data, you may get in touch with our Data Protection Offi cer at privacyconcern@sunlife.com.

E.1 Complete Name of Policy Owner / Policy Holder (for Group Insurance) / Plan Holder / Investor

Last Name

First Name

Middle Name

Place of Signing

Date of Signing (e.g 08-Aug-2008)

Signature of Policy Owner/Policyholder (for Group Insurance)/Plan Holder/Investor

Signature of New Advisor

Code No.

NBO/ISO

F.2 Would you like to receive personalized communications and product and service offers from the Company and related parties that may help with your financial needs?

Please upload a copy of your Valid ID. Thank you.

A. General Information

B. Request Details (choose one below)

C. Reason for Change

D. New Advisor Information

D. Signatures