Most forms can only be printed; if a form is marked with a *, it can be completed online before it's printed.
Only advisors associated with one of the Sun Life Financial distribution channels are permitted to use these applications.
| 67 |
Application for reinstatement of life or critical illness insurance [PDF, 9 pages, 414 kb] |
10-12 |
| 87-W |
Application for change to an existing life insurance policy [PDF, 1 page, 79 kb] |
11-10 |
| 110 |
Application for policy change, reinstatement and/or reconsideration of rating [PDF, 27 pages, 900 kb] |
09-12 |
| 260 |
Application for conversion and exercising Guaranteed insurability benefit (GIB) option [PDF, 18 pages, 656 kb] |
09-12 |
| 328 |
Application for change to an existing critical illness policy [PDF, 1 page, 104 kb] |
09-12 |
| 3318 |
Application for a payout annuity [PDF, 16 pages, 1.34 mb] |
10-11 |
| 3494 |
Personal Health Insurance application form [PDF, 7 pages, 155 kb] |
04-12 |
| 4065 |
Health Coverage Choice application form [PDF, 6 pages, 144 kb] |
04-12 |
| 810-2799 |
Application for life and/or critical illness insurance [PDF, 45 pages, 1.3 mb] |
09-12 |
| 810-2815 |
RapidApp/Tele-interviewing application for life and/or critical illness insurance [PDF, 38 pages, 966 kb] |
09-12 |
| 810-3523 |
Application for long term care insurance [PDF, 15 pages, 335 kb] |
11-12 |
| 810-3545 |
Sun Life Trust GIC and Sun GIC Max - TFSA applications have been combined. The new form number is 810-3548. (3545 is now obsolete). |
|
| 810-3546 |
Insurance GIC, Superflex annuity & Income Master RRIF applications have been combined. The new form number is 810-3549 (810-3546 is now obsolete). |
|
| 810-3547 |
Application for Sun GIC Max or Guaranteed Investment Certificate: RSP or non-registered [PDF, 12 pages, 715 kb]
Note: Please obtain a supply of this application through online ordering. If there is a need to print this copy to open a new account, please ensure a copy of it and the attached contract are provided to the client. A copy should also be retained for advisor records. Saskatchewan advisors must be registered as a Deposit Agent with the province of Saskatchewan in order to sell this product.
|
06-11 |
| 810-3548 |
Application for Sun GIC Max or Guaranteed Investment Certificate: Tax-Free Savings Account [PDF, 9 pages, 539 kb]
Note: Please obtain a supply of this application through online ordering. If there is a need to print this copy to open a new account, please ensure a copy of it and the attached contract are provided to the client. A copy should also be retained for advisor records. Saskatchewan advisors must be registered as a Deposit Agent with the province of Saskatchewan in order to sell this product. |
06-11 |
| 810-3549 |
Insurance GIC - Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF [PDF, 10 pages, 626 kb]
Note: Please obtain a supply of this application through online ordering. If there is a need to print this copy to open a new account, please ensure a copy of it and the attached contract are provided to the client. A copy should also be retained for advisor records. This file prints to 8½' x 14' paper. |
08-12 |
| 810-3584 |
Application for Superflex annuity: TFSA [PDF, 8 pages, 513 kb]
Note: Please obtain a supply of this application through online ordering. If there is a need to print this copy to open a new account, please ensure a copy of it and the attached contract are provided to the client. A copy should also be retained for advisor records. |
07-12 |
| *810-3639 |
Application for a SunFlex Retirement Income [PDF, 8 pages, 1.12 mb] |
02-13 |
| 810-3707 |
Sun application (for SunTerm and Sun Critical illness insurance) [PDF, 18 pages, 889 kb] |
09-12 |
1 |
Aerial activities questionnaire [PDF, 1 page, 122 kb] |
10-12 |
4 |
Aviation questionnaire [PDF, 2 pages, 157 kb] |
10-12 |
| 9 |
Interpreter services declaration (For use on life, critical illness and long term care insurance applications.) [PDF, 1 page, 117 kb] |
11-12 |
12 |
Drug questionnaire [PDF, 1 page, 136 kb] |
10-12 |
| 13 |
Disability claim - Claimant's statement [PDF, 4 pages, 232 kb] |
05-12 |
| 14 |
Disability claim - Attending physician's statement of disability [PDF, 5 pages, 204 kb] |
05-12 |
| 15 |
Disability claim - Employer's statement [PDF, 3 pages, 143 kb] |
05-12 |
| 16A |
Application for a change of dividend option [PDF, 1 page, 123 kb] |
04-08 |
| 16B |
Application for a Withdrawal or Transfer of funds [PDF, 1 page, 111 kb] |
07-05 |
17 |
Mountain Climbing Questionnaire [PDF, 1 page, 135 kb] |
10-12 |
18 |
Declaration of smoking status [PDF, 2 pages, 145 kb] |
09-12 |
| 19 |
Motor Racing Questionnaire [PDF, 2 pages, 167 kb] |
11-12 |
20 |
Request for information from medical records [PDF, 1 page, 109 kb] |
10-12 |
| 22 |
Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP/TFSA (not applicable in Quebec) [PDF, 1 page, 80 kb] |
07-09 |
24 |
Underwater diving questionnaire [PDF, 2 pages, 161 kb] |
10-12 |
| 25 |
Scheduled automatic withdrawals from a guaranteed wealth product [PDF, 2 pages, 130 kb] |
05-12 |
26 |
Alcohol usage questionnaire [PDF, 1 page, 131 kb] |
10-12 |
| 27 |
Assignment of policy (collateral) - (uniform provinces) [PDF, 1 page, 99 kb] |
01-13 |
| 28 |
Contingent owner change form [PDF, 1 page, 78 kb] |
06-12 |
| 29 |
Cancel contingent owner form [PDF, 1 page, 73 kb] |
07-09 |
| 35 |
Date of birth - confirmation [PDF, 1 page, 133 kb] |
09-06 |
| 36 |
Release of beneficiary's interest [PDF, 1 page, 135 kb] |
06-07 |
| 37 |
Release of interest of assignee (uniform provinces) [PDF, 1 page, 77 kb] |
02-13 |
| 42 |
Release of interest of movable hypothec (Quebec) [PDF, 1 page, 79 kb] |
02-13 |
| 43 |
Request for confidential information regarding serving members of the Canadian Forces [PDF, 1 page, 115 kb] |
11-12 |
| 44 |
Request for confidential information regarding persons discharged from the Armed Forces [PDF, 1 page, 125 kb] |
11-12 |
| 45 |
Family history questionnaire [PDF, 1 page, 99 kb] |
11-12 |
| 53 |
Payee designation change for critical illness insurance policies [PDF, 1 page, 95 kb] |
01-13 |
| 63 |
Transfer registered assets from another company to a registered product [PDF, 2 pages, 78 kb] |
12-08 |
| 65 |
Proof of Death/Physician's Statement [PDF, 1 page, 55 kb] |
03-11 |
| 72 |
Authorization For Advance Payment Of Death Benefit [PDF, 2 pages, 87 kb] |
08-06 |
| 73 |
Letter of authorization - Non-residents (CRA) [PDF, 1 page, 83 kb] |
02-13 |
| 75* |
Important! When printing this form, you must use the Print prefilled form or Print blank form buttons on the form itself. Do not print the form using the browser or PDF toolbars.
Pre-authorized chequing (PAC) authorization [PDF, 1 page, 578 kb] |
04-13 |
| 77 |
Absolute assignment (Transfer of ownership) of non-registered GIC products [PDF, 1 page, 105 kb] |
08-12 |
| 79* |
Important! When printing this form, you must use the Print prefilled form or Print blank form buttons on the form itself. Do not print the form using the browser or PDF toolbars.
Request to surrender your insurance policy [PDF, 1 page, 595 kb] |
04-13 |
| 80 |
Policy Loan Request [PDF, 1 page, 89 kb] |
07-05 |
| 81 |
Withdrawal or transfer from a guaranteed wealth product [PDF, 2 pages, 114 kb] |
05-12 |
| 82* |
Important! When printing this form, you must use the Print prefilled form or Print blank form buttons on the form itself. Do not print the form using the browser or PDF toolbars.
Assignment of policy absolute (Transfer of ownership) [PDF, 1 page, 580 kb] |
04-13 |
| 83* |
Important! When printing this form, you must use the Print prefilled form or Print blank form buttons on the form itself. Do not print the form using the browser or PDF toolbars.
Beneficiary change request form [PDF, 1 page, 604 kb] |
04-13 |
| 84 |
Beneficiary Claim Statement [PDF, 2 pages, 81 kb] |
11-08 |
| 85 |
Name change or correction [PDF, 1 page, 104 kb] |
08-11 |
| 96 |
Financial questionnaire [PDF, 3 pages, 114 kb] |
03-12 |
| 98 |
Irrevocable beneficiary appointment (Nova Scotia only) [PDF, 1 page, 132 kb] |
05-07 |
| 99 |
Declaration of death by estate trustee [PDF, 1 page, 139 kb] |
05-07 |
| 108* |
Important! When printing this form, you must use the Print prefilled form or Print blank form buttons on the form itself. Do not print the form using the browser or PDF toolbars.
Request to rescind your insurance policy [PDF, 1 page, 594 kb] |
04-13 |
| 113 |
Declaration of transmission [PDF, 1 page, 73 kb] |
08-10 |
| 118 |
Personal Health Insurance - terminating coverage with Sun Life Assurance Company of Canada [PDF, 1 page, 83 kb] |
07-12 |
| 128 |
Application for Premium Offset payment arrangement [PDF, 1 page, 76 kb] |
07-05 |
| 157 |
Authorization to move money to non-registered guaranteed savings policies [PDF, 2 pages, 87 kb] |
10-09 |
| 161 |
Direct transfer to payout annuity [PDF, 2 pages, 83 kb] |
04-09 |
| 167 |
Spousal declaration [PDF, 1 page, 56 kb] |
07-05 |
| 199 |
Critical Illness - Physician's Statement (Heart attack) [PDF, 2 pages, 91 kb] |
02-06 |
| 200 |
Critical Illness - Physician's Statement (Stroke/CVA) [PDF, 2 pages, 91 kb] |
02-06 |
| 201 |
Critical Illness - Physician's Statement (Cancer) [PDF, 2 pages, 91 kb] |
02-06 |
| 202 |
Critical Illness - Physician's Statement (Coronary Artery Bypass Surgery) [PDF, 2 pages, 91 kb] |
02-06 |
| 203 |
Critical Illness Claim Form [PDF, 1 page, 64 kb] |
02-06 |
| 206 |
Electronic funds transfer (EFT) for payout annuity products [PDF, 1 page, 109 kb] |
07-11 |
| 220 |
Change form - Long term care insurance [PDF, 2 pages, 144 kb] |
08-12 |
| 221 |
Long Term Care insurance - Claimant's statement [PDF, 6 pages, 210 kb] |
04-12 |
| 222 |
Long term care insurance - Attending physician's statement [PDF, 5 pages, 228 kb] |
04-12 |
| 223 |
Medical information and functionality ability questionnaire for long term care insurance [PDF, 8 pages, 279 kb] |
08-12 |
| 226 |
Application for reinstatement - Long term care insurance [PDF, 7 pages, 254 kb] |
10-12 |
| 228 |
Important information you should know [PDF, 1 page, 79 kb] |
08-12 |
| 229 |
Policy owner authorization to exercise policy options or make changes to your policy [PDF, 1 page, 120 kb] |
08-12 |
| 256 |
Attending physician's diabetic questionnaire [PDF, 2 pages, 157 kb] |
08-12 |
| 257 |
Driver record authorization [PDF, 1 page, 122 kb] |
08-12 |
258 |
Supplementary questionnaire for SunTerm [PDF, 1 page, 144 kb] |
10-12 |
259 |
Foreign residence/travel questionnaire [PDF, 2 pages, 153 kb] |
10-12 |
| 261 |
Proof of Claim of Assignee - Uniform Provinces [PDF, 1 page, 100 kb] |
06-05 |
| 263 |
Driving history questionnaire [PDF, 1 page, 146 kb] |
08-12 |
264 |
Psychiatric / mental health questionnaire [PDF, 1 page, 138 kb] |
10-12 |
| 265 |
Chest pain or discomfort questionnaire [PDF, 1 page, 150 kb] |
11-12 |
| 266 |
Fainting or episodes of loss of consciousness questionnaire [PDF, 1 page, 135 kb] |
10-12 |
267 |
Digestive/bowel disorder questionnaire [PDF, 1 page, 139 kb] |
10-12 |
| 268 |
Asthma, bronchitis, or respiratory questionnaire [PDF, 1 page, 145 kb] |
10-12 |
269 |
Diabetes questionnaire [PDF, 1 page, 142 kb] |
10-12 |
| 272 |
SunUniversalLife or SunUniversalLife MAX - Early death benefit beneficiary election and/or change - Joint last to die coverage (policy value only) [PDF, 1 page, 68 kb] |
01-08 |
273 |
Request for disclosure of reasons for underwriting decision [PDF, 1 page, 107 kb] |
10-12 |
| 274-W |
Medical assessment request for impaired annuity [PDF, 1 page, 94 kb] |
07-05 |
| 275 |
Proof of claim of hypothecary creditor (Quebec) [PDF, 1 page, 80 kb] |
08-09 |
| 276 |
Authorization to disclose medical information [PDF, 1 page, 101 kb] |
11-12 |
| 277 |
Responsibility to report cancer or benign brain tumour [PDF, 1 page, 81 kb] |
01-13 |
| 279 |
Telephone access for client inquiries or transactions change form [PDF, 1 page, 77 kb] |
10-09 |
| 294 |
Application to redeem locked-in money due to shortened life expectancy [PDF, 2 pages, 109 kb] |
11-12 |
| 297 |
Spousal consent to transfer to a Life Income Fund (LIF) - Ontario [PDF, 1 page, 62 kb] |
07-05 |
298 |
Pain questionnaire - long term care insurance [PDF, 2 pages, 129 kb] |
10-12 |
| 303 |
Critical Illness - Physician's statement (benign brain tumour) [PDF, 2 pages, 78 kb] |
02-07 |
| 304 |
Critical illness - Physician's statement (coma) [PDF, 2 pages, 78 kb] |
02-07 |
| 305 |
Critical illness - Physician's statement (multiple sclerosis) [PDF, 2 pages, 78 kb] |
02-07 |
| 306 |
Critical illness - Physician's statement (ALS) [PDF, 2 pages, 78 kb] |
02-07 |
| 310 |
SunUniversalLife Policy or SunUniversal Life MAX - Client service request for a policy issued in Canada [PDF, 2 pages, 126 kb] |
04-13 |
| 311 |
SunUniversalLife Policy - Client Service Request for policies issued in Bermuda only [PDF, 1 page, 113 kb] |
01-10 |
| 312 |
Sun Limited Pay life policy - Client service request [PDF, 2 pages, 123 kb] |
03-13 |
| 313 |
SunTerm Policy - Client service request [PDF, 1 page, 93 kb] |
04-13 |
| 318 |
SunUniversalLife - Application for access to the policy fund when disabled - Claimant's statement of disability [PDF, 8 pages, 328 kb] |
11-06 |
| 319 |
SunUniversalLife - Application for access to the policy fund when disabled-Attending physician's statement of disability [PDF, 5 pages, 237 kb] |
11-06 |
| 322 |
Application for one-time unlocking of up to 50 per cent of Alberta LIRA [PDF, 1 page, 89 kb] |
11-12 |
| 323 |
Personal Health Insurance - Add family member [PDF, 5 page, 150 kb] |
03-10 |
| 324 |
Personal Health Insurance - Name change or correction [PDF, 1 page, 75 kb] |
02-09 |
| 325 |
Personal Health Insurance - Date of birth correction [PDF, 1 page, 78 kb] |
02-09 |
| 326 |
Personal Health Insurance - Address change [PDF, 1 page, 65 kb] |
04-08 |
| 327 |
Personal Health Insurance - Add optional benefit [PDF, 4 pages, 162 kb] |
01-10 |
| 810-1625 |
Request for SunUniversalLife or SunUniversalLife MAX In-force Illustration [PDF, 1 page, 107 kb] |
04-08 |
| 810-3660 |
SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity [PDF, 4 pages, 549 kb] |
06-13 |
| 810-3661 |
SunFlex Retirement Income - Performance-linked investments change request [PDF, 2 pages, 451 kb] |
12-12 |
| 810-3662 |
SunFlex Retirement Income - Request for an income advance [PDF, 1 page, 462 kb] |
04-13 |
| 906-0185 |
Change of Address/Telephone Number/E-mail Address [PDF, 1 page, 108 kb] |
01-06 |
| 906-0220 |
Request for CNA Term to SunUniversalLife Conversion Illustration [PDF, 1 page, 73 kb] |
03-12 |
| 906-0225 |
Request For Service Representative [PDF, 1 page, 31 kb] |
02-02 |
3331 |
Juvenile declaration of smoking status [PDF, 1 page, 80 kb]
Note: Please refer to Juvenile smoking status change for when to use this form. |
02-13 |
| 4040 |
Long term care insurance - Policy review checklist [PDF, 1 page, 72 kb] |
11-12 |
| 4104 |
Identity verification, third party determination and politically exposed foreign persons (PEFP) form [PDF, 5 pages, 126 kb] |
02-12 |
| 4104-I |
Instruction page for completion of Identity verification, third party determination and politically exposed foreign persons (PEFP) form [PDF, 2 pages, 151 kb] |
02-09 |
| 4105 |
Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth) [PDF, 5 pages, 132 kb] |
02-12 |
| 4105-I |
Instruction page for completion of Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth) [PDF, 2 pages, 110 kb] |
02-11 |
| 4136 |
Extended Health Care claim form for Personal Health Insurance [PDF, 2 pages, 60 kb] |
08-08 |
| 4137 |
Dental claim form for Personal Health Insurance [PDF, 1 page, 51 kb] |
08-08 |
| 4207 |
Certificate of Incumbency [PDF, 1 page, 75 kb] |
04-08 |
| 4255 |
Source of funds declaration (for Bermuda use only) [PDF, 1 page, 73 kb] |
06-10 |
| 4299 |
Mailing labels for in-force business (blue) [PDF, 1 page, 40 kb] |
04-06 |
| 4300 |
Mailing labels for new business (yellow) [PDF, 1 page, 40 kb] |
04-06 |
| 4329 |
Request to extend policy maturity date for a guaranteed savings annuity [PDF, 1 page, 62 kb] |
11-08 |
| 4330 |
Insurance Funding Strategy (IFS)/Investment Multiplier Strategy (IMS) loan request [PDF, 1 page, 87 kb] |
03-10 |
| 4351 |
Request to unlock up to 50 per cent of Federal RLIF [PDF, 1 page, 83 kb] |
11-12 |
| 4352 |
Request to surrender a term certain payout annuity [PDF, 1 page, 87 kb] |
02-09 |
| 4353 |
Authorization to move money from non-registered contracts to Tax-Free Savings Account guaranteed savings contracts [PDF, 1 page, 115 kb] |
12-08 |
| 4354 |
Premium frequency change [PDF, 1 page, 99 kb] |
01-10 |
| 4357 |
Life Insurance Replacement Declaration (ONLY to be used by ON, SASK, MAN., NS, PEI, and NFLD) [PDF, 2 pages, 121 kb] |
11-12 |
| 4360 |
Personal Health Insurance - Pre-authorized chequing (PAC) or Credit card authorization [PDF, 2 pages, 124 kb] |
10-11 |
| 4366 |
Personal Health Insurance - Remove optional benefit [PDF, 1 page, 67 kb] |
03-12 |
| 4371 |
Personal Health Insurance - Declaration of death [PDF, 1 page, 71 kb] |
05-09 |
| 4373-W |
Limited authorization [PDF, 2 pages, 88 kb] |
08-09 |
| 4376 |
Authorization to disclose information to my advisor/LTCI specialist on life, critical illness and/or long term care insurance applications [PDF, 1 page, 90 kb] |
06-10 |
| 4378 |
Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership [PDF, 2 pages, 111 kb] |
07-09 |
| 4379 |
Third party authorization form [PDF, 1 page, 93 kb] |
03-13 |
| 4380 |
Personal Health Insurance - Remove dependant [PDF, 1 page, 60 kb] |
03-12 |
| 4386 |
Personal Health Insurance - Application for dependants previously insured with PHI [PDF, 5 pages, 160 kb] |
09-10 |
| 4388 |
Life claims disappearance questionnaire [PDF, 4 pages, 93 kb] |
01-10 |
| 4389 |
Foreign death questionnaire [PDF, 3 pages, 92 kb] |
08-09 |
| 4390 |
Notice of movable hypothec without delivery (Quebec) [PDF, 1 page, 105 kb] |
06-10 |
| 4391 |
Successor annuitant change form [PDF, 1 page, 78 kb] |
10-09 |
| 4392 |
Personal Health Insurance - Pre-authorized chequing (PAC) authorization for Web applications [PDF, 2 pages, 91 kb] |
10-09 |
| 4407 |
Critical illness out of country diagnosis questionnaire [PDF, 2 pages, 251 kb] |
05-10 |
| 4416 |
Manitoba withdrawal/unlocking application - LIRA/LIF [PDF, 1 page, 81 kb] |
06-10 |
| 4417-AB |
Spousal status declaration for deceased contract owner - Locked-in funds in Alberta [PDF, 1 page, 88 kb] |
08-11 |
| 4417-BC |
Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia [PDF, 1 page, 89 kb] |
08-11 |
| 4417-FED |
Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions [PDF, 1 page, 88 kb] |
08-11 |
| 4417-MB |
Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba [PDF, 1 page, 98 kb] |
08-11 |
| 4417-NB |
Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick [PDF, 1 page, 86 kb] |
02-12 |
| 4417-NL |
Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador [PDF, 1 page, 85 kb] |
11-11 |
| 4417-NS |
Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia [PDF, 1 page, 91 kb] |
08-11 |
| 4417-ON |
Spousal status declaration for deceased contract owner - Locked-in funds in Ontario [PDF, 1 page, 94 kb] |
08-11 |
| 4417-QC |
Spousal status declaration for deceased contract owner - Locked-in funds in Quebec [PDF, 1 page, 90 kb] |
08-11 |
| 4417-SK |
Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan [PDF, 1 page, 86 kb] |
08-11 |
| 4432 |
Life Insurance Replacement Declaration (ONLY to be used by ALBERTA and BC) [PDF, 1 page, 75 kb] |
02-11 |
| 4490 |
Policy delivery receipt [PDF, 1 page, 541 kb] |
08-12 |
4531 |
Out of Canada policy delivery authorization [PDF, 1 page, 63 kb] |
06-13 |
| 5981A-75 |
Authorization for the disclosure of a driving record by the Société de l’assurance automobile du Québec [PDF, 1 page, 175 kb] |
01-12 |
| 10127 (Canada Life Form) |
Canada Life Policy Exchange Form [PDF, 1 page, 39 kb] |
07-03 |
| MV2680 (ICBC Licensing support form) |
ICBC Driver's Licence Abstract Request or Certified Record(s) [PDF, 1 page, 331 kb] |
04-03 |
