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Sunlife assignment of benefits form 2026

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  1. Click ‘Get Form’ to open the sunlife assignment of benefits form in the editor.
  2. Begin by filling out your personal information in Section 1. Include your Contract Number, Member ID, last name, first name, address, and preferred language for correspondence.
  3. In Section 2, provide the Health Care Provider's details. Ensure that this section is completed fully by the provider, including their signature or stamp.
  4. Proceed to Section 3 to list all individuals for whom you are claiming expenses. Make sure to add up all receipts and insert the total amount claimed.
  5. Complete the Assignment of Benefits section by signing and dating it. This authorizes payment directly to your Health Care Provider.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

W2s are sent by either the Employer, or by Sun Life. To determine where to get your W2, please call 1-800-247-6875, or docHub out to your Employer to confirm. Postal Service: W2s are mailed no later than the last business day of January for payments issued in the prior tax year and will only be sent to the Employee.
To get your claim forms: Sign in to my Sun Life . Under Benefits, choose Submit a Claim, then Print claim form. Choose the PDF claim form you need and fill it out online, or print it and fill it out by hand.
An AOB is an agreement that, once signed, transfers the insurance claims rights or benefits of your insurance policy to a third party. An AOB gives the third party authority to file a claim, make repair decisions and collect insurance payments without your involvement.
Individual policyowners of VUL policies may use the VUL fund withdrawal feature in the mobile app. Note that this applies only to VUL policies with revocable beneficiaries and that withdrawals can only be done while in the Philippines.
Your Sun Life account. Login in via .sunlife.com/account. On your home page, select the Get my dental ID card button. From here, you will have the option to view an electronic copy or print a copy.

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How can I access my insurance policy information? Manage your account and access policy information by registering in the My Sun Life client portal. Learn how to register and download the Sun Life PH mobile app. You may also visit any of our Client Service Centers.
Click Submit a claim. Go to Claims, found on the main navigation bar at the top of the page. Click on Submit documents. Select the type of document(s) youd like to complete and follow the instructions to complete your submission.

Related links

SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)

For a Life Insurance benefit, written Proof such as a change of Beneficiary. Any assignment must be in writing and on file with your Employer and will take

Learn more
SUN LIFE ASSURANCE COMPANY OF CANADA

Mar 1, 2008 Any assignment must be in a written form and will take effect as of the date the Employee signs and files the assignment with the Administrator.

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