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.
- 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 the surname of the designating spouse is different from the policy owner.
- 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
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.
I need to have the year of birth changed for my beneficiary (my mom). However, she doesn’t have any birth cert (no birth cert with her name on it in the PSA) and passport. She has Phil ID, marriage certificate, brgy ID, which I believe should be sufficient enough (as stated in the change form) to prove the changes to the birth year. All our personal documents have her name on it. Why don’t they accept these?
Hi Cris, have you tried calling directly to Customer Service? 02 8849 9888. I think it will be best if you can talk directly with the head office.
Hello Garry! I just want to ask how long does it take po to get the beneficiary updated?
I sent the documents to my Sun life advisor last May. Until now po hindi pa din updated.
Hi Sara, ask your Sun Life advisor for updates. Usually it takes 5 working days upon submission of complete documents.
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.
They will need your signature and a copy of your ID. If you dont want to sign, they can’t make any transaction with the policy.
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?
Lalynne, same form can be used – Beneficiary Change Request Form. Magkakasama na xa – Add, Remove and Modify existing beneficiary information.
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.
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.