Select the form you need below.

Please submit these forms to any of our Client Service Centers or mail to:

Sun Life Grepa Financial, Inc.
221 Sen. Gil Puyat Avenue
Makati City

Please do not fax the forms as we need your original signature.
You can also obtain the service forms from your agent or from any of our Client Centers.

Instructions: (Note: You must have Adobe Acrobat Reader installed in your PC)

• Click on the form you need.
• In a few seconds, you should see the form appear in a new window.
• You’ll notice the new window has an extra tool bar across the top with tools that allow you to zoom in, print, and save the form on your computer.
• Print, complete and sign the form before submitting it or you may fill out the form online by clicking on the boxes provided before printing and signing it.

INSURANCE

SLGFI Address and Contact Information Request
SLGFI Declaration of Loss
SLGFI Advisor Change Request
SLGFI Release of Assignment as Collateral Security
SLGFI Assignment of Policy(-ies) as Collateral Security
SLGFI Appointment/Change of Endowment Beneficiary
SLGFI Name Change Request
SLGFI Beneficiary Change Request
SLGFI Authorization for Dividend/Endowment Benefit/Special Paid-Up
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. This is also used to request for change of your dividend option, endowment benefit pay-out option and/or special paid-up bonus option.

SLGFI EMB (Living Benefits)
SLGFI Consolidated Applicant’s Declaration
SLGFI Absolute Assignment of Value
SLGFI ACA Enrollment Form
SLGFI Titles Requirements
SLGFI Request Form Currency Conversion and or Bank Deposit
SLGFI Application for an Advance (Loan)
SLGFI Variable Life Insurance – Request for Fund Withdrawal
SLGFI Variable Life Insurance – Request for Fund Switching/Allocation and Excess Premium
SLGFI Evidence of Insurability
SLGFI Notice of Conversion
SLGFI Request for Change in Premium Rate Basis
SLGFI Request for Change in Policy
SLGFI Personal Declaration of Insurability – Adult
SLGFI Personal Declaration of Insurability – Child under age 16
SLGFI Simplified Reinstatement Offer

INVESTMENT

GAMC Mutual Fund Forms for current investors
GAMC Redemption Form

GROUP INSURANCE

SLGFI Employers Application for Group Insurance (ePDF | Printable)
SLGFI Employee Application for Group Insurance (ePDF | Printable)
SLGFI Application For Group Insurance (ePDF | Printable)
SLGFI Members Application for Group Insurance Health Declaration (ePDF | Printable)
SLGFI Members Application for Group Insurance Health Questionnaire (ePDF | Printable)
SLGFI Aplikasyon ng Indibidwal para sa Group Insurance (ePDF | Printable)
SLGFI Creditor Application for Group Insurance (ePDF | Printable)
SLGFI Debtors Application for Creditor Group Insurance (Health Declaration) (ePDF | Printable)
SLGFI Debtors Application for Creditor Group Insurance (Health Questionnaire) (ePDF | Printable)
SLGFI Declaration of Good Health and Insurability (ePDF | Printable)
SLGFI Deklarasyon ng Magandang Kalusugan at Kasegurohan (ePDF | Printable)

SLGFI GROUP CLAIMS REQUIREMENTS AND FORMS

Attending Physician’s Statement (Disability)
Claimant’s Statement (Disability Dismemberment)
Employer’s Statement (Disability)
Affidavit of Guardianship with Undertaking
Affidavit of Waiver
Attending Physician’s Statement (Death Benefit)
Claimant’s Statement (Death Benefit)
SLGFI Authorization Forms – Claims
Statement of Claim Form (OP and IP CLAIM)
TIB Attending Physician’s Form
TIB Claimant’s Form

2023 Standard Requirement – Reimbursement AMR – External
2023 Standard Requirement – Reimbursement IP – External
2023 Standard Requirement – Reimbursement OP – External
2023 Standard Requirement – CL & MRI – External
2023 Standard Requirement – Critical Illness – External

2023 Standard Requirement – DISABILITY – External
2023 Standard Requirement – DISMEMBERMENT – External
2023 Standard Requirements – GYRT & ADB – External
2023 Standard Requirements – TIB – External