HOW TO ADD/CHANGE BENEFICIARIES TO YOUR SUN LIFE POLICIES
Update – June 2021
One of the commonly asked questions after you got your Sun Life Policy/ies is how to add or change beneficiaries. Usually, these are brought by reasons like getting married, having additional children or 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.
Non Financial Amendment Form (NFAF)– Beneficiary Change Request Form – you may download the form click here- Valid ID of policy owner/authorized signatory
- If beneficiary/ies is assigned as Irrevocable, Valid ID of Irrevocable beneficiary/ies
- If Beneficiary is Bank/Company, Corporate Secretary Certificate
- Certified True Copy of Marriage Certificate if surname of designating spouse is different from the policy owner.
- Certificate of No Marriage (CENOMAR – NSO Issued) for beneficiary and policy owner if the relationship is “common-law-spouse”
- Other applicable document/s, if necessary
Note: Consent of IRREVOCABLE BENEFICIARY/IES is required.
Got some questions or help on your Sun Life Policy? Feel free to send your questions/messages on our Contact Us page.
Garry De Castro is a personal finance advocate, Financial Advisor, Certified Investment Solicitor (Mutual Fund Representative), investor, stock market trader, blogger, and IT practitioner. He started sharing and writing financial articles 2008 just to share his financial learnings to friends, relatives and anyone who wishes to be financially independent.
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?
Is there a way to submit this online?
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.