Variable Life Insurance -
Request for Fund Withdrawal
For Company Use Only
In this form, you and your refer to the policy owner while we, us, our and the Company refer to Sun Life of
Pick up Date :
Canada (Phils.), Inc., a member of the Sun Life Financial group of companies.
Pick up Time :
Received Date : Please PRINT clearly. Use BLACK ink.
1 General Information
Policy Owner (Last Name, First Name, M.I.) Policy Number Sun ID
Citizenship Country/ies of Legal Residence other than the Philippines
ID presented ID Number ID Expiry Date
Permanent Residence Address (Number, Street, Municipality/City, Province, Country, Zip Code) P.O. Box is not acceptable
Present Residence Address (Number, Street, Municipality/City, Province, Country, Zip Code) P.O. Box is not acceptable
Home Phone (Country Code, Area, Tel. No.) Work Phone (Country Code, Area, Tel. No.) Email Address
Life Insured (Last Name, First Name, M.I.) if different from Policy Owner
2 Request Details
You hereby request for a withdrawal from the Fund Value, in accordance with the Fund Withdrawal provision of your policy, as specified
below:
Currency Amount in words and figures
US $ Php ( )
Special Instructions (Optional, specify for which Fund and the corresponding amount)
3 Acknowledgment and Agreement
Changes to Material Facts or Personal Information
By affixing your signature below, you acknowledge and agree that you shall notify the Company in writing and provide the required details
or documents within thirty (30) days for any changes in your personal/material information which results in the Company being subject to
tax reporting and withholding requirements under local and/or foreign laws applicable to you or your property. There is a change in your
personal/material information if there is a change in your contact number(s), place of residence, citizenship, or other circumstance as defined
under applicable laws.
Data Privacy
By signing below, you (policy owner/beneficiary) expressly authorize the collection, processing, use, storage and destruction of your (policy
owner/beneficiary) personal and sensitive personal information and any information concerning the subject insurance policy/pre-need plan
as well as its sharing, transfer and/or disclosure to any of the Company’s branches, subsidiaries, affiliates, advisor and representatives, industry
associations and third parties such as but not limited to outsourced service providers, external auditors, and local and foreign regulatory authori-
ties in relation to any matter including but not limited to those involving anti-money laundering and tax monitoring, review and reporting,
statistical and risk analysis, provision of any products, service, or offers made through mail/email/fax/SMS/telephone, customer satisfaction
surveys; compliance with court and other lawful orders and requirements. You shall hold the Company free and harmless from any liability
that may arise from any transfer, disclosure, processing, collection, use, storage or destruction of said information.
VRFW.04.14
*VRFW.04.14* Page 1 of 4
3 Acknowledgment and Agreement (continuation)
By signing below, you understand that if you have more than one Investment Fund and you do not indicate the Investment Funds from which
the amount is to be withdrawn, the same will proportionately be taken from each Investment Fund. Please refer to your policy provisions
for further details.
This section must be signed by you, by the assignee and all of your irrevocable beneficiaries, if any, and witnessed by an Advisor or Staff of
Sun Life of Canada (Phils.), Inc. If signed before a disinterested witness, please have the form notarized by a notary public by affixing his/her
signature and official seal at the back of this form.
If this form is signed outside the Philippines, please have the form authenticated by the nearest Philippine Consul in your locality.
If any of the irrevocable beneficiaries is a minor (less than 18 years of age) or has passed away, additional documents may be required from
the said guardian. A legal guardian should sign on behalf of the minor irrevocable beneficiary. This applies to both death and endowment
irrevocable beneficiaries.
IMPORTANT
Your Sun FlexiLink is an insurance plan with Investment Component. Frequent fund withdrawals and subsequent reinvestment of
this amount will incur new premium charges. As such, the plan may not match the financial objective you have set forth at the time
of application.
Signature of Policy Owner Printed Name Date of Signing (day/month/year)
X
Signature of Witness Printed Name
X
Address of Witness (no., street, municipality, city/province, country, zip code)
Place of Signing Date of Signing (day/month/year)
Signature of Assignee Printed Name Date of Signing (day/month/year)
X
ID presented ID Number ID Expiry Date
Signature of Irrevocable Beneficiary, if any Printed Name Date of Signing (day/month/year)
X
ID presented ID Number ID Expiry Date
Signature of Irrevocable Beneficiary, if any Printed Name Date of Signing (day/month/year)
X
ID presented ID Number ID Expiry Date
Signature of Irrevocable Beneficiary, if any Printed Name Date of Signing (day/month/year)
X
ID presented ID Number ID Expiry Date
Signature of Witness Printed Name
X
Address of Witness (no., street, municipality, city/province, country, zip code)
Place of Signing Date of Signing (day/month/year)
VRFW.04.14 Page 2 of 4
4 New Signature Specimen
This section must be completed if there is a change in signature.
As proof, you are hereby presenting original of the ID on which your new signature appears. Please attach photocopy of ID presented.
Type of ID ID Number Issuer Expiry Date
Please provide 2 specimens of your new signature on the space provided.
(New) Signature (New) Signature
X X
I have examined the original ID provided above. I have compared the attached photocopy with original documents and hereby certify this
to be true and correct copy of the original ID.
Signature of Witness Printed Name of Witness
X
Address of Witness (Number, Street, Municipality/City, Province, Country, Zip Code)
Place of Signing Date of Signing (day/month/year)
5 Notarization
This is to be completed by a Notary Public if the form is not witnessed by a Sun Life of Canada (Phils.), Inc.’s advisor or staff.
SUBSCRIBE AND SWORN to before me this day at Philippines,
affiant having exhibited to me his/her (valid ID) issued on
at
Doc No.:
Page No.:
Book No.:
Series of
VRFW.04.14 Page 3 of 4
6 Special Instruction
Indicate how you would want to receive the proceeds. Choose from the following options:
Check (Deposit to account only)
BPI Remittance - BPI and BPI-Family Bank
RCBC Demand Draft (for US$ policy)
RCBC Branch (for encashment)
Philippine Domestic Dollar Transfer System (PDDTS) - domestic wire transfer for US$ policy.
Bank Name:
Bank Branch:
Bank Address:
Account Name:
Account No.:
Routing No./Swift Code:
Telegraphic Transfer (international wire transfer)
Bank Name:
Bank Branch:
Bank Address:
Account Name:
Account No.:
Routing No./Swift Code:
You also agree to shoulder any bank fees and charges arising from the foregoing deposit to your account. Sun Life of Canada (Phils.), Inc. will
not be liable if the remittance is credited to an erroneous bank account number. You further agree that Sun Life of Canada (Phils.), Inc. shall
not be responsible nor liable whatsoever for any failure, fault or negligence on the part of the bank to deposit the proceeds to your account.
7 Acknowledgment Receipt
This section must be signed by the recipient of the check. Indicate if you are the Life Insured, Representative or Advisor by checking the box.
Check Number Check Date (day/month/year) Issuing Bank
Payee (Last Name, First Name, M.I.) Date Received (day/month/year)
Signature of Life Insured/Representative/Advisor Printed Name Life Insured Advisor
Representative
VRFW.04.14 Page 4 of 4
Pick Up Stub for VUL -Request for Fund Withdrawal
Policy Number
Please present this stub together with:
a) One (1) Original Valid ID of Policy Owner Policy Owner
b) One (1) Original Valid ID of Policy Owner and
Representative if Policy Owner is unable to pick-up the The check will be ready for pick up on:
check personally. Date (day/month/year) Place Time
c) Authorization Letter if Policy Owner is unable to pick-up the at
check personally (Please indicate the Policy Number)
