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How to Add/Change Beneficiaries to your Sun Life Policies

How to Change your Beneficiaries in Sun Life

Updated – Jan 2024

One of the commonly asked questions, after you get your Sun Life Policy/ies, is how to add or change beneficiaries to your Sun Life Policy. Usually, these are brought by reasons like getting married, having additional children, or the demise of assigned beneficiaries.

Here are the requirements that you need to submit to any Sun Life Store or just email to your Sun Life Advisor. Digital signatures are now accepted using the PDF Fill and Sign feature.

  1. Beneficiary Change Request Form – you may download the form click here
  2. Valid ID of policy owner/authorized signatory
  3. If beneficiary/ies is assigned as Irrevocable, Valid ID of Irrevocable beneficiary/ies
  4. If Beneficiary is Bank/Company, Corporate Secretary Certificate
  5. Certified True Copy of Marriage Certificate if the surname of the designating spouse is different from the policy owner.
  6. Other applicable document/s, if necessary

Note: Consent of  IRREVOCABLE BENEFICIARY/IES is required.

Once you have these documents ready, send a copy to your Sun Life Advisor (in PDF format). If your original Sun Life Advisor is no longer connected with Sun Life, you may request to have an active Sun Life Advisor take over the servicing of your Sun Life Policy.

In case you don’t know any active Sun Life Advisor, I might be able to help you. Send me a direct message on Messenger https://m.me/garrydc

Got some questions or help on your Sun Life Policy?

Feel free to send me a direct message on Messenger https://m.me/garrydc

6 thoughts on “How to Add/Change Beneficiaries to your Sun Life Policies”

  1. What if I don’t want to sign/consent? Can they do something about it? I’m worried they might use my signature for something else.

  2. Papaano po if mag-change ng gender ng beneficiary? Kasi po nailagay is daughter pero son po sya.

    And also, can I use this form po for dual purposes?

    Adding & changing existing beneficiary info? Or mgkahiwalay na forms po dpat per agenda?

    1. Hi Ms. Maribeth. As of writing, Sun Life requires the form with wet signature – meaning, it has to be the originally signed document. We’ll update as soon as there are changes.

      Update:

      Since pandemic happened, Sun Life now allows Remote Servicing. Some forms are now accepted – either scanned copy or signed digitally and submitted via email to your Sun Life Advisor.

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