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MY Sun Life Application for Cash Surrender Value (Non Investment-Linked Fund Product) 2013-2025 free printable template

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Sun Life Malaysia Assurance Broad* (197499U) (formerly known as CLIMB Aviva Assurance Broad) Sun Life Malaysia Tactful Broad* (689263M) (formerly known as CLIMB Aviva Tactful Broad) Level 11, 338
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How to fill out surrender form sunlife

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How to fill out MY Sun Life Application for Cash Surrender Value

01
Gather your policy documents, including your Sun Life insurance policy number.
02
Access the MY Sun Life application, either online or through the app.
03
Log in to your account using your credentials.
04
Navigate to the section for Cash Surrender Value requests.
05
Carefully read the instructions provided for filling out the application.
06
Fill in the required personal information, such as your name, contact details, and policy number.
07
Indicate the amount you wish to surrender if applicable.
08
Review any tax implications or fees associated with the surrender.
09
Confirm your request and submit the application.
10
Keep a record of your submission and any confirmation received.

Who needs MY Sun Life Application for Cash Surrender Value?

01
Individuals who have a life insurance policy with Sun Life and wish to access its cash surrender value.
02
Policyholders who want to terminate their insurance policy and receive the cash value accumulated.
03
People in need of funds and looking for ways to liquidate their life insurance assets.
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Depending on your plan set-up, if you belong to a group benefits plan or you have personal health insurance coverage with us, you can submit a claim, view claims paid within the last 90 days and access your drug and travel cards.
10 calendar days' notice before your next billing date is required to terminate your policy. Please allow sufficient time for mailing purposes if you are using a postal service to send your notice to our office. Premiums will be stopped on the next billing date after we receive your notice.
Submit a paper claim Sign in to my Sun Life. Under Benefits, click Benefits centre. Choose Submit a claim from the Take me to menu. Choose Claim form from the list. Choose the PDF claim form you need and fill out your claim information online.
Submit a paper claim Sign in to my Sun Life. Under Benefits, click Benefits centre. Choose Submit a claim from the Take me to menu. Choose Claim form from the list. Choose the PDF claim form you need and fill out your claim information online.
You can access any available cash in your policy through withdrawals, policy loans or if you don't require the valuable insurance coverage that comes with Sun Universal Life II, you can cancel it for its cash surrender value.

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MY Sun Life Application for Cash Surrender Value is a formal request submitted by policyholders to access the cash value accumulated in their life insurance policy.
The policyholder or the insured individual is required to file the MY Sun Life Application for Cash Surrender Value.
To fill out the application, the policyholder must provide personal information, policy details, the amount of cash surrender value requested, and any additional required documentation.
The purpose of the application is to formally request the surrender of the cash value of the life insurance policy, allowing the policyholder to receive funds that they can use as needed.
The application must include the policy number, the policyholder's name and contact details, the requested amount of cash surrender value, and the reason for surrendering the policy, if applicable.
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