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How to fill out the Sun Life Dividend Endowment Forms online
This guide provides a comprehensive overview of how to effectively fill out the Sun Life Dividend Endowment Forms online. Whether you are a policy owner or an endowment beneficiary, this step-by-step instruction aims to simplify the process for you.
Follow the steps to accurately complete your form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling in your general information. Clearly print your name, contact numbers, email address, and any relevant details pertaining to the life insured if it differs from the policy owner.
- Provide your policy or plan number, as well as the anniversary date in the specified format (mmm/dd/yyyy).
- In the request details section, select the appropriate checkbox for your current dividend option: dividends as addition to policy, endowment benefit, dividend accumulation, paid in cash, or applied to installment/premiums.
- If you intend to withdraw dividends, indicate the amount in both words and figures, along with the currency type (US$ or Php). Also, specify how you would like to apply this amount to your policy/plan.
- Similar to step five, complete the endowment benefit section if you wish to withdraw any accumulated endowment benefits by providing the required amounts and applications.
- If you are making a change in the dividend option or endowment benefit payout option, complete the corresponding sections as necessary.
- Ensure to provide signatures where required, including that of the policy owner, all irrevocable endowment beneficiaries, and witnessed by an appropriate authority.
- If you have made changes to your signature, complete the new signature specimen section by providing two specimens and attaching photocopies of the IDs presented.
- After reviewing all entries for accuracy, you may save changes, download, print, or share the form as needed.
Complete your Sun Life Dividend Endowment Forms online today for a hassle-free submission.
Claiming your Sun Life fund value involves filling out a claim form, such as the Sun Life Dividend Endowment Forms, where you will need to provide your personal information and policy details. After completing the form, submit it along with any required documents. This process is designed to be straightforward, allowing you to access your fund value smoothly.
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