Get Name Change Form - Sun Life Financial Philippines

Changing your name with Sun Life Financial Philippines requires submitting a Name Change Form. This guide provides clear instructions on how to complete the form online, ensuring a smooth process for you.

Follow the steps to complete your Name Change Form

1. Press the ‘Get Form’ button to access the Name Change Form and open it in your preferred editor.
2. In the general information section, clearly indicate all client numbers where the changes should take effect. Make sure to fill them in accurately to avoid processing delays.
3. For the request for change of name, provide your original name as it appears in the company's records. Fill in your original last name, first name, and any other legal names you may have.
4. Next, input your new name. Complete fields for your new last name, first name, middle name, and any new other legal names you wish to include.
5. Indicate the name change for yourself, your co-investor, or any account held in trust. Select the appropriate option by marking it clearly.
6. Provide a reason for the change of name. Options include marriage, legal separation, correction, or others. Ensure you specify your reason clearly.
7. Signatures are required. Make sure to print your name and provide your signature, along with any necessary witness signatures. Include the place and date of signing in the designated fields.
8. After completing all sections, review the form for accuracy. Once verified, you can save the changes, download, print, or share the completed form according to your needs.

Complete your Name Change Form online to ensure your records are updated seamlessly.