Use this to authorize Sun Life to withdraw your dividends/endowment benefit/special paid-up bonus or apply them to pay your loan or premium due. Use this form if you want the proceeds of your Maturity, Death, or Living benefit (HIB, CIB, etc.) claims deposited to a specific bank account.Īuthorization Form for Dividend/Endowment Benefit/Special Paid-Up Bonus Check the FAQs page to know more about this option. Use this to request that your policy be put under the Premium Offset arrangement. Use this to transfer ownership of the policy. Use this form upon full settlement of a loan, to release assignment of the policy as a collateral security to a lending institution or individual creditor Release of Assignment as Collateral Security Use this form if you are assigning the policy as a collateral for a loan from a lending institution or individual creditor Use this form to designate or change your endowment beneficiary if your life insurance policy is an endowment plan with regular anticipated endowment (“AE”) payouts and a full maturity benefit. The form may also be used to enroll to E-Notice and E-OR facilities for timely receipt of billing notices and official receipts.Īppointment/Change of Endowment Beneficiary Use this form to request for change in address and contact information.
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