Advisor Change Request

In this form “you” and “your” refer to the policy owner/plan holder/investor/company’s authorized representative accomplishing this form,
while we, us, our, and the Company refer to 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 group of companies.

IMPORTANT NOTES:
You must accomplish and submit the completed form with your valid ID to any of the following:
1. Sun Life of Canada (Philippines), Inc. 2. Any Financial Store or Client Service Center. Our address and business number are
Client Support Services available online at www.sunlife.com.ph. Kindly find one nearest you. Click ‘About Us’,
5th Ave. cor Rizal Drive, Bonifacio Global City and hover to ‘Where to find us’.
Taguig City, Philippines, 1634 3. Email us at [email protected]

Write legibly 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
A1. Policy Owner/Policy Holder (for Group Insurance)/Plan Holder/Investor For Individual Account only
Last Name First Name Middle Name Date of Birth (e.g. 01-JAN-2020)
Day Month Year

A2. Company Name Designation

B Request Details (choose one below)

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 the applicable type of account to be transferred):
All Individual Life Insurance Policies
All Group Life Insurance Contracts (for Policyholder of Group Insurance)
All Mutual Fund Accounts
All Pre-Need Plans
For our reference, specify at least one policy/plan/account number: __________________________________________________

C Reason for Change

You have no Advisor

You prefer another Advisor (provide reason below)

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 D New Advisor Information
New Advisor’s Full Name
Last Name First Name Middle Name

E Signatures
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://online.sunlife.com.ph/privacy.
f. Your rights include the right to be informed, access your data, rectify errors, object to processing, and file a complaint. For more information about your
rights 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 relation
to your rights or the processing of your personal data, you may get in touch with our Data Protection Officer at [email protected].
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 Day Month Year

(e.g. 01-JAN-2019)

E.2 Accepted:
Signature of Policy Owner/Policy Holder (for Group Insurance)/Plan Holder/Investor

Signature of New Advisor Code Number NBO/ISO

Let us serve you better! Updating made easier. You may now update your contact information via the Client Portal or Mobile App.

Option 1: Via Client Portal (www.sunlife.com.ph) Option 2: Via Mobile App

Download the Sun Life PH App at App/Play Store or Scan the QR code ->>

1. Visit sunlife.com.ph and click on the Sign In button. 1. Login to your Sun Life PH Mobile App
2. Click Settings and select edit Contract Details/Mailing Address 2. Click on Service Request and click Personal Details/Update Mailing Address
3. Update relevant details then click Save. 3. Click Edit button on your Mobile, International, Home, Business No., or Email
Address and/or on your Permanent, Present, or Business Address
4. Update then click Save.

F.2 Would you like to receive personalized communication and product offers from Sun Life of Canada (Philippines), Inc. (SLOCPI); Sun Life Financial
Plans, Inc. (SLFPI); Sun Life Asset Management Company, Inc. (SLAMCI); and other members of the Sun Life group that may help with
your financial needs? Yes No

G For Office Use Only

Complete Name of Staff Receiving Department/Office

Requirements received by

Date Received Day Month Year

Time Received
(e.g. 01-JAN-2019)

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