Sunlife Insurance Forms
SAMPLE FOR REFERENCE ONLY!
New Business Forms
Form [A1] Application Supplement (Updated: 15 Aug 2025)
Form [A5] Application Supplement (For VHIS policy) (Updated: 7 Jan 2020)
Form [A6] Application Supplement (For Vision) (Updated: 7 Jan 2020) [Sample] (Updated: 12 Jun 2019)
Form [A7] Application Supplement for Foresight Deferred Annuity Plan (Updated: 16 Jul 2019)
Form [A8] Application Supplement for Premium Financing [Sample] (Updated: 13 Jan 2023)
Form [A9] Application Supplement for Investment-linked Fund (Dist) (Updated: 01 Aug 2023)
Form [A10] Application Form for Investment-Linked Assurance Scheme (Insurance Broker) (for SunFortune only) (Updated: 13 May 2025)
Form [A11] Application for Insurance - Venus II (Updated: 26 Apr 2024)
Form [A12] Application for Insurance - Generations II (Updated: 26 Apr 2024)
Form [A13] Application Form for Universal Life Insurance (WB&SR&SW) (Updated: 26 Apr 2024)
Form [A14] Application Form for Insurance (for Traditional life policies) (Insurance Broker) (Updated: 15 Aug 2025)
Form [A15] Application Form for Voluntary Health Insurance Scheme (Insurance Broker) (Updated: 13 May 2024)
Form [A16] Application for Sunhealth Medical Premier/SunHealth Medical Essential (Insurance Broker) (Updated: 13 May 2024)
Form [A18] Application for Insurance – Simplified Health Declaration (Updated: 15 Aug 2025)
Form [A19] Application for Insurance – Simplified Health Declaration (For Corporate Application) (Updated: 15 Aug 2025)
Form [A20] Application for Accident Protection Plan (Updated: 17 Apr 2025)
Form [C10] Consultant Declaration (for non face to face distribution) (Updated: 13 Apr 2021)
Form [D6] Declaration as to No. of Children at Time of Applicaition (Updated: 13 Apr 2021)
Form [D8] Declaration and Acknowledgement (Updated: 13 Apr 2021)
Form [D9] Declaration of Continued Good Health Form (Updated: 15 Aug 2025)
Form [F1] Foresight Deferred Annuity Plan Fact Sheet (Updated: 4 Mar 2020)
Form [F4] Financial Needs Analysis (Eng) (Chi) (Updated: 05 Sep 2025)
Form [I1] Important Facts Statement and Applicant’s Declarations (SunFortune) [Eng] [Chi] (Updated: 11 Dec 2023)
Required for PRC applicant
[Form I6] Important Facts Statement for Mainland Policyholder (“IFS-MP”) (Updated: 15 Aug 2025)
Form [I8] Important Facts Statement - Policy Replacement (Updated: 15 Aug 2025)
Form [I9] Important Facts Statement - Premium Financing [Eng] [Chi] (Updated: 9 Jul 2024)
Form [L1] Laboratory Test / Paramedical / Medical Examination Order Form (Updated: 7 Jan 2020)
Form [L2] Large Amount Questionnaire (Updated: 15 Aug 2025)
Form [P1] Payment Declaration Form (Updated: 15 Aug 2025) (Sample)
Form [P5] PRC Resident Declaration (Updated: 13 Apr 2021) (Sample)
Form [R2] Risk Profile Questionnaire [Eng] / [Chi] (Updated: 23 Sep 2020)
Form [T1] Technical Representative Declaration (Updated: 15 Aug 2025)
Form [T4] Technical Representative Declaration for NF2F (Updated: 13 Apr 2021)
Form [S1] Application Supplementary Form for Critical Illness Plan (PRC Resident) (Updated: 15 Aug 2025)
Form [S3] Self Certification Form – Individual (Updated: 7 Jan 2020)
Form [S4] Self Certification Form – Entity (Updated: 7 Jan 2020)
Form [S5] Self Certification Form – Controlling Person (Updated: 19 Aug 2024)
Form [W4] WeHealth Fact Sheet (Updated: 4 Mar 2020)
Form [W5] WeHealth Plus Fact Sheet (Updated: 4 Mar 2020)
POS Forms
Form [C2] Cyst, Lump, Nodule, Polyp & Tumor Questionnaire (Updated: 11 Sep 2024)
Form [C3] Change of Beneficiary Form (Updated: 01 Nov 2022)
Form [C4] Change Address & Contact Information Form (Updated: 11 Nov 2025)
Form [C7] Change of Personal Particulars (Updated: 11 Nov 2025）
From [C8] Change of Regular Premium Amount & Lump Sum (Updated: 8 Apr 2021)
Form [C9] Confirmation of Mental Capacity (Updated: 7 Jan 2020)
Form [D1] Direct Debit Authorization (Updated: 15 Aug 2025) [sample] (Updated: 23 Jun 2014)
Form [D2] Direct Debit Authorization Agreement For Sun Life Financial Credit Card (Updated: 15 Aug 2025)
Form [D3] Declaration of FATCA Classification for An Entity (Updated: 7 Jan 2020) [sample][For Company policyholder] (New Application; Assignment; Update Personal Details; Death claim) (Updated: 9 Jan 2015)
Form [F2] Fund Switching & Change of Contributions Allocation Schedule / Investment Mandate Form (Updated: 03 Oct 2023)
Form [N1] Application for / Release of Collateral Assignment (Updated: 8 Apr 2021)
Form [P3] Self Certification and Personal Information Collection Statement (Updated: 05 Sep 2025) [sample] [For Individual policyowner] (New Application; Update Personal Details; Opt-out Procedure) (Updated: 23 Jun 2014)
Form [P4] Personal Certificate of Insurability [Simplified Health Declaration] [SunCare Accident Protection Plan] [SunHealth Medical Premier / SunHealth Medical Essential] (Updated: 7 Jan 2020) [Commitment] (Updated: 16 Jan 2020)
Form [R1] Request for Policy Change Form (Updated: 04 Oct 2024)
Form [R6] Request for Policy Loan (Updated: 04 Oct 2024)
Form [R7] Request for Automatic Withdrawal (For SunWish only) (Updated: 7 Jan 2020)
Form [R8] Request for Policy Change – Commitment (Updated: 8 Apr 2021)
Form [R9] Risk Disclosure relating to Insurance Financing [Eng] [Chi] (Updated: 9 Jul 2019)
Form [R10] Request for Policy Change (with Personal Certificate of Insurability) (Updated: 11 Nov 2025)
Form [R11] Request for Contingent Policy Owner (Updated: 03 Oct 2023)
Form [R12] Request for Plan Change (Stellar) (Updated: 16 Feb 2024)
Form [R13] Request for Plan Change (SunJoy) (Updated: 16 Feb 2024)
Form [W1] Withdrawal-Investment-Linked Insurance (Updated: 04 Oct 2024)
Form [W2] Withdrawal-Traditional Policy (Updated: 04 Oct 2024)
Form [W3] Withdrawal-Universal Life Insurance (Updated: 04 Oct 2024)
Form [S6] Surrender Form (Updated: Updated: 04 Oct 2024)
Form [T2] Transfer of Policy Ownership Form (Updated: 11 Nov 2025)
Form [T3] Third Party Payment Declaration Form (Updated: 15 Aug 2025)
Form [T5] Telegraphic Transfer Instruction (Updated: 19 Nov 2025 )
Claims Forms
Form [A2] Attending Physician's Statement - Life Insurance (Updated: 7 Jan 2020)
Form [A3] Accident Benefit Claim Form (Updated: 30 Aug 2022)
Form [A4] Accidental Death Benefit Questionnaire (Updated: 05 Sep 2025)
Form [C6] Critical Illness Benefit Claim Form (Updated: 8 Apr 2021)
Form [D4] Disability Benefit Claim Form (Updated: 8 Apr 2021)
Form [H1] Hospitalization Benefit Claim Form (Updated: 30 Aug 2022)
Form [H2] Health Questionnaire for Traditional Life Policies (Updated: 05 Sep 2025)
Form [L4] Life Insurance Claim – Claimant's Statement (Updated: 8 Apr 2021)
Remarks
In comply with OCI requirement, all insurance companies and advisors are required to sign an IFS-MP for the following situations with effect from 1st September, 2016 onwards:
1. all new applications; or
2. rider addition; or
3. lump sum addition; or
4. change of ownership to Mainland customer; or
5. assignee is Mainland customer
Please note, the IFS-MP is not a replacement of PRC Resident Declaration, Mainland Policyholder is required to sign both forms.
Sun Life Customer Hotline：21038118 →press “1” → press “2”