How to Redeem / Withdraw Your Sun Life Mutual Funds

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In case you’d like to Redeem or Withdraw from your Sun Life Mutual funds, follow these simple steps.

1. Download the Order Ticket for Redemption/Interfund Transfer. It looks exactly the one below.

Sun Life Mutual Fund Redemption / Withdrawal Order Ticket

Make sure you fill up the following important details

  • Client Number or Account Number
  • Account Name
  • Under Redemptions, write the Date. You may skip on the Application Number.
  • Fund Name – from where you want to withdraw/redeem
  • Number of Shares or Amount to Redeem – you may simply put the Exact number of shares or just the amount
  • Reason for Redemption – Just check any that applies
  • Special /Other Instructions – Check any that applies
  • Your signature
  • Date

In case you requested for a Certificate of Shares, the original share certificate (if issued) of the investment for withdrawal must be submitted with the Order Ticket for Redemption/Interfund Transfer.

If you’re enrolled with Fascimile Transactions, you may simply fax the filled up Order Ticket (Redemption/Interfund Transfer) to (632) 849-9744 or 849-9740.

If not enrolled, you must submit the original Order Ticket to the nearest Sun Life Office in your area.

For my clients (in case you’re a client of mine), you may simply scan the filled up document and email it to me and I’ll do the rest.

Wait for 3-7 days (as mandated by law) for your withdrawn fund. But based on actual experience of mine, submitted the form 9am (Thursday). Got the funds in my bank account the next day (Friday) at around 4pm.

 

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20 comments on “How to Redeem / Withdraw Your Sun Life Mutual Funds

  1. Wandina legaspi says:

    Bat yong sa akin hanggang ngayon wala pa almost 1 month na naifile ang fund withdrawal ng asawa ko.

  2. Joan says:

    Hello! May I ask if after 5years of paying pa talaga pwedeng mag-apply ng withdrawal? Thank you in advance

    • You may withdraw anytime you want, it’s just that charges will apply. We simply recommend to withdraw after 5years so that there will be no more charges ( that is, if it’s back end loaded).

  3. marzie says:

    Hello sir, I have a Sun Maxilink Prime Insurance and would like to withdraw from my fund value. Is this the same form to use?

    • Hi Marzie, withdrawal from Maxilink Prime is different. You need VUL Withdrawal Form. Try to ask your Sun Life Financial Advisor so he/she can help you. If no longer have an advisor, I might be able to help you in referring to an active one.

  4. Fernando says:

    Sir, nagwithdraw po ako ng Mutual Fund ko.. ang sabi po ay lumang form daw po yung gamit ko..(I download it from your link) Kaya binigyan nila ako ng new form..

    PS: paki-palitan na po yung Order Ticket form nyo po here.. Thanks

  5. makmakoy says:

    sir how much is the penalty pag nag withdraw before 5 years? ung MF ko kase with sunlife dapat after 5 years pa ma withdraw pra walang penalty. where can i find the penalty clause?

    • Hi Makmakoy. Charges will depend on how long your fund are invested. Below are the charges inclusive of 12% VAT

      If withdrawn within the
      1st year – 5.6%
      2nd year – 4.48%
      3rd year – 3.36%
      4th year – 2.24%
      5th year – 1.12%
      5years and 1day – 0

  6. Riolyn Tingson says:

    Good day, sir! How can i withdraw my Sunlife insurance investment? I have paid 2years and had a change of mind. Will appreciate a reply. Thank you!

    • Hi Riolyn, 2 ways. 1. Using your Sun Link Online Account or Mobile App Sun Life PH, you can easily withdraw there, just put your bank details and it will be directly credited.

      2. Using Order Ticket (Redemption), download and fill up the form and fax to Sun Life. The fax details are in the order ticket.

      • Sheryll says:

        Hi, Gary. Im logged in to the mobile app and cant find the option to withdraw a partial of my fund value. Please advise.

        Thanks in advance.

        • Hi Sheryll, using mobile, you should see the + sign, click that then Redeem. Enter the details of your preference and you should be able to withdraw from your fund. You should get the funds in 4-5 business days.

  7. Choy says:

    Sir, pano po ang computation sa claiming? 85% ng total value invested plus the fund value amount? Tama po ba?

    • Hi Choy, straightforward lang. Total amount being withdrawn less charges.

      Say you’re withdrawing 10,000 and you’re on your 1st year palang, 10k x 0.56 = 560

      So when you redeem, you’ll get 10k – 560 = 9440

  8. Maan Bustamante says:

    may way po ba to cancel the redemption? nareceive ko na ag confirmation kung kelan makecredit ag money but may changes lang sa plan and no longer need the money. pwede pa kaya? sayang kase eh.

  9. Franco says:

    Hi Sir,

    My sun life vul (with life insurance) will be on its 6th year this April. Due to family medical needs, I was planning to withdraw my investments. Will I lose the life insurance in the process? I’m not sure if i understand it correctly that my investment should be for at least 10 years?

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