SLF (TSX) 36.85 +0.55
as of 4/17/2014 16:00 ET
By form number

You must use the latest version of all forms listed here. Refer to the date in the Last updated column below to ensure the version of the form you're using is correct.

Most forms can only be printed; if a form is marked with a *, it can be completed online before it's printed.

Select the application or form to view or print. To order bulk supplies, use Online ordering.

Applications quick search (type at least 3 characters)

Forms quick search (type at least 3 characters)

Number App name Last updated
Number Form name Last updated

Applications by number

Only advisors associated with one of the Sun Life Financial distribution channels are permitted to use these applications.

Number App namePDF Last updated
67 Application for reinstatement of life or critical illness insurance 06-13
87-W Application for change to an existing life insurance policy 11-10
110 Application for policy change, reinstatement and/or reconsideration of rating 01-14
226 Application for reinstatement - Clarica or Sun Long Term Care Insurance 12-13
260 Application for conversion and exercising Guaranteed insurability benefit (GIB) option 01-14
328 Application for change to an existing critical illness policy 09-12
3318 Application for a payout annuity 02-14
3494 Personal Health Insurance application form 04-12
4065 Health Coverage Choice application form 04-12
4535 Application for Sun Retirement Health Assist 12-13
4540 Information about your application for Sun Retirement Health Assist and receipt 12-13
4549 Application for reinstatement - Sun Retirement Health Assist 12-13
810-2799 Application for life and/or critical illness insurance 01-14
810-2815 RapidApp/Tele-interviewing application for life and/or critical illness insurance 01-14
810-3523 Application for long term care insurance 12-13
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
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.
02-14
*810-3548 Application for Sun GIC Max or Guaranteed Investment Certificate: Tax-Free Savings Account
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.
11-13
810-3549 Insurance GIC - Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF
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.
02-14
810-3584 Application for Superflex annuity: TFSA
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 02-13
810-3707 Sun application (for SunTerm and Sun Critical illness insurance) 06-13

Forms by number

Number Form namePDF Last updated 

1

Aerial activities questionnaire

10-12

4

Aviation questionnaire

10-12

9 Interpreter services declaration (For use on life, critical illness and long term care insurance applications.) 11-12

12

Drug questionnaire

10-12

13 Disability claim - Claimant's statement 05-12
14 Disability claim - Attending physician's statement of disability 05-12
15 Disability claim - Employer's statement 05-12
16A Application for a change of dividend option 04-08
16B Application for a Withdrawal or Transfer of funds 12-13

17

Mountain Climbing Questionnaire

10-12

18

Declaration of smoking status

09-12

19 Motor Racing Questionnaire 11-12

20

Request for information from medical records

10-12

22 Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP/TFSA (not applicable in Quebec) 07-09

24

Underwater diving questionnaire

10-12

25 Scheduled automatic withdrawals from a guaranteed wealth product 05-12

26

Alcohol usage questionnaire

10-12

27 Assignment of policy (collateral) - (uniform provinces) 01-13
28 Contingent owner change form 06-12
29 Cancel contingent owner form 07-09
35 Date of birth - confirmation 09-06
36 Release of beneficiary's interest 06-07
37 Release of interest of assignee (uniform provinces) 02-13
42 Release of interest of movable hypothec (Quebec) 02-13
43 Request for confidential information regarding serving members of the Canadian Forces 11-12
44 Request for confidential information regarding persons discharged from the Armed Forces 11-12
45 Family history questionnaire 11-12
53 Payee designation change for critical illness insurance policies 01-13
63 Transfer registered assets from another company to a registered product 12-08
65 Proof of Death/Physician's Statement 11-13
72 Authorization For Advance Payment Of Death Benefit 08-06
73 Letter of authorization - Non-residents (CRA) 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

04-13
77 Absolute assignment (Transfer of ownership) of non-registered GIC products 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
(* can be completed online)

09-13
80 Policy Loan Request 07-05
81 Withdrawal or transfer from a guaranteed wealth product 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)

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

09-13
84 Beneficiary Claim Statement 11-13
85*

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.

Name change or correction

(*can be completed online)

08-13
96 Financial questionnaire 03-12
98 Irrevocable beneficiary appointment (Nova Scotia only) 05-07
99 Declaration of death by estate trustee 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

09-13
113 Declaration of transmission 08-10
118 Personal Health Insurance - terminating coverage with Sun Life Assurance Company of Canada 07-12
128 Application for Premium Offset payment arrangement 07-05
157 Authorization to move money to non-registered guaranteed savings policies 10-09
161 Direct transfer to payout annuity 04-09
167 Spousal declaration] 07-05
199 Critical Illness - Physician's Statement (Heart attack) 02-06
200 Critical Illness - Physician's Statement (Stroke/CVA) 02-06
201 Critical Illness - Physician's Statement (Cancer) 02-06
202 Critical Illness - Physician's Statement (Coronary Artery Bypass Surgery) 02-06
203 Critical Illness Claim Form 02-06
206 Electronic funds transfer (EFT) for payout annuity products 07-11
220 Change form - Long term care insurance 12-13
221 Long Term Care insurance - Claimant's statement 04-12
222 Long term care insurance - Attending physician's statement 04-12
223 Medical information and functionality ability questionnaire for long term care insurance 08-12
228 Important information you should know 08-12
229 Policy owner authorization to exercise policy options or make changes to your policy 08-12
256 Attending physician's diabetic questionnaire 08-12
257 Driver record authorization 08-12

258

Supplementary questionnaire for SunTerm

10-12

259

Foreign residence/travel questionnaire

10-12

261 Proof of Claim of Assignee - Uniform Provinces 06-05
263 Driving history questionnaire 08-12

264

Psychiatric / mental health questionnaire

10-12

265 Chest pain or discomfort questionnaire 11-12
266 Fainting or episodes of loss of consciousness questionnaire 10-12

267

Digestive/bowel disorder questionnaire

10-12

268

Asthma, bronchitis, or respiratory questionnaire

10-12

269

Diabetes questionnaire

10-12

272 SunUniversalLife or SunUniversalLife MAX - Early death benefit beneficiary election and/or change - Joint last to die coverage (policy value only) 01-08

273

Request for disclosure of reasons for underwriting decision

10-12

274-W Medical assessment request for impaired annuity 07-05
275 Proof of claim of hypothecary creditor (Quebec) 08-09
276 Authorization to disclose medical information 08-13
277 Responsibility to report cancer or benign brain tumour 01-13
279 Telephone access for client inquiries or transactions change form 10-09
294 Application to redeem locked-in money due to shortened life expectancy 11-12
297 Spousal consent to transfer to a Life Income Fund (LIF) - Ontario 07-05

298

Pain questionnaire - long term care insurance

10-12

303 Critical Illness - Physician's statement (benign brain tumour) 02-07
304 Critical illness - Physician's statement (coma) 02-07
305 Critical illness - Physician's statement (multiple sclerosis) 02-07
306 Critical illness - Physician's statement (ALS) 02-07
310* SunUniversalLife or SunUniversalLife Max policy Client service request for a policy issued in Canada 01-14
311 SunUniversalLife Policy - Client Service Request for policies issued in Bermuda only 01-10
312* Sun Limited Pay life policy - Client service request 12-13
313 SunTerm Policy - Client service request 04-13
318 SunUniversalLife - Application for access to the policy fund when disabled - Claimant's statement of disability 11-06
319 SunUniversalLife - Application for access to the policy fund when disabled-Attending physician's statement of disability 11-06
322 Application for one-time unlocking of up to 50 per cent of Alberta LIRA 11-12
323 Personal Health Insurance - Add family member 03-10
324 Personal Health Insurance - Name change or correction 02-09
325 Personal Health Insurance - Date of birth correction 02-09
326 Personal Health Insurance - Address change 04-08
327 Personal Health Insurance - Add optional benefit 01-10
810-1625 Request for SunUniversalLife or SunUniversalLife MAX In-force Illustration 04-08
810-3660 SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity 01-14
810-3661 SunFlex Retirement Income - Performance-linked investments change request 02-14
810-3662 SunFlex Retirement Income - Request for an income advance 04-13
906-0185 Change of Address/Telephone Number/E-mail Address 01-06
906-0220 Request for CNA Term to SunUniversalLife Conversion Illustration 03-12
906-0225 Request For Service Representative 02-02

3331

Juvenile declaration of smoking status

Note: Please refer to Juvenile smoking status change for when to use this form.

02-13

4040 Sun Long Term Care Insurance - Policy review checklist 12-13
4104 Identity verification, third party determination and politically exposed foreign persons (PEFP) form 01-14
4104-I Instruction page for completion of Identity verification, third party determination and politically exposed foreign persons (PEFP) form 01-14
4105 Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth) 01-14
4105-I Instruction page for completion of Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth) 01-14
4136 Extended Health Care claim form for Personal Health Insurance 08-08
4137 Dental claim form for Personal Health Insurance 08-08
4207 Certificate of Incumbency 04-08
4255 Source of funds declaration (for Bermuda use only) 06-10
4299 Mailing labels for in-force business (blue) 04-06
4300 Mailing labels for new business (yellow) 04-06
4329 Request to extend policy maturity date for a guaranteed savings annuity 11-08
4351 Request to unlock up to 50 per cent of Federal RLIF 11-12
4352*

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 a term certain payout annuity
(* can be completed online)

03-14
4353 Authorization to move money from non-registered contracts to Tax-Free Savings Account guaranteed savings contracts 12-08
4354 Premium frequency change 01-10
4357 Life Insurance Replacement Declaration (ONLY to be used by ON, SASK, MAN., NS, PEI, and NFLD) 11-12
4360 Personal Health Insurance - Pre-authorized chequing (PAC) or Credit card authorization 10-11
4366 Personal Health Insurance - Remove optional benefit 03-12
4371 Personal Health Insurance - Declaration of death 05-09
4373-W Limited authorization 08-09
4376 Authorization to disclose information to my advisor/LTCI specialist on life, critical illness and/or long term care insurance applications 06-10
4378 Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership 07-09
4379 Third party authorization form 03-13
4380 Personal Health Insurance - Remove dependant 03-12
4386 Personal Health Insurance - Application for dependants previously insured with PHI 09-10
4388 Life claims disappearance questionnaire 01-10
4389 Foreign death questionnaire 08-09
4390 Notice of movable hypothec without delivery (Quebec) 06-10
4391 Successor annuitant change form 10-09
4392 Personal Health Insurance - Pre-authorized chequing (PAC) authorization for Web applications 10-09
4407 Critical illness out of country diagnosis questionnaire 05-10
4416 Manitoba withdrawal/unlocking application - LIRA/LIF 06-10
4417-AB Spousal status declaration for deceased contract owner - Locked-in funds in Alberta 08-11
4417-BC Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia 08-11
4417-FED Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions 08-11
4417-MB Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba 08-11
4417-NB Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick 02-12
4417-NL Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador 11-11
4417-NS Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia 08-11
4417-ON Spousal status declaration for deceased contract owner - Locked-in funds in Ontario 08-11
4417-QC Spousal status declaration for deceased contract owner - Locked-in funds in Quebec 08-11
4417-SK Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan 08-11
4432 Life Insurance Replacement Declaration (ONLY to be used by ALBERTA and BC) 02-11
4490 Policy delivery receipt 08-12

4525

Impaired annuities medical form

07-13

4531

Out of Canada policy delivery authorization

06-13

4539 Sun Retirement Health Assist - policy review checklist 12-13
5981A-75 Authorization for the disclosure of a driving record by the Société de l’assurance automobile du Québec 01-12
10127 (Canada Life Form) Canada Life Policy Exchange Form 07-03
MV2680 (ICBC Licensing support form) ICBC Driver's Licence Abstract Request or Certified Record(s) 04-03
Published: 01/09/2005
Last updated: 25/03/2014

© Sun Life Assurance Company of Canada. All rights reserved. legal  |  privacy  |  security