How to Redeem / Withdraw Your Sun Life Mutual Funds

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Wait for 3-7 days (as mandated by law) for your withdrawn fund.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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Garry Zaldy de Castro is an advocate, Financial Advisor, Certified Investment Solicitor (Mutual Fund Representative), blogger, IT practitioner, husband to Aileen and a dad to Jacob and JohnD. He started Financial Planning Philippines in 2008 just to share his financial learning to friends, relatives and anyone who wishes to be financially independent.
  • Wandina legaspi

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

    • How did he file for withdrawal? Better call sun life hotline 849 9888, most likely there has been a problem in the process.

  • Joan

    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).

  • marzie

    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.

  • Fernando

    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