Resources

TIP: You can share multiple fund fact pages, information folders and contracts easily from the Fund Facts page.
Sun GIF Solutions: Investment Series

Applications

Non-registered / registered / locked-in (4601)
Nominee & intermediary (4603)
Tax-free savings account (TFSA) (4602) 

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions information folder and contract (810-4401)
Addendum to the Sun Guaranteed Investment Fund Solutions (Sun GIF Solutions) information folder and contract provisions dated June 2019

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions Fund Facts
Addendum to the Sun Guaranteed Investment Fund Solutions (Sun GIF Solutions) fund facts dated June 2019


Sun GIF Solutions: Estate Series

Applications

Non-registered / registered / locked-in (4601)
Nominee & intermediary (4603)
Tax-free savings account (TFSA) (4602)
Request to Add Estate and/or Income Series (4604)

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions information folder and contract (810-4401)
Estate Series supplement (810-4402)
Addendum to the Sun Guaranteed Investment Fund Solutions (Sun GIF Solutions) - Estate Series information folder and contract supplement provisions dated June 2019

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions Fund Facts
Addendum to the Sun Guaranteed Investment Fund Solutions (Sun GIF Solutions) fund facts dated June 2019

When clients have an existing Sun GIF Solutions contract, but are buying Estate Series units for the first time, replace the application with Request to add Estate and/or Income Series units (4604) and an order ticket (4610). You are not required to deliver another Sun GIF Solutions information folder and contract, but are required to deliver the Estate Series supplement (810-4402) at point of sale.

Sun GIF Solutions: Income Series

Applications

Non-registered / registered / locked-in (4601)
Nominee & intermediary (4603)
Tax-free savings account (TFSA) (4602)
Request to Add Estate and/or Income Series (4604)
Remember to include the client's sex; it's required for the calculation of lifetime guaranteed income.

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract.
Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions information folder and contract (810-4401)
Income Series supplement (810-4403)
Addendum to the Sun Guaranteed Investment Fund Solutions (Sun GIF Solutions) – Income Series information folder and contract supplement provisions dated June 2019

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Sun GIF Solutions Fund Facts
Addendum to the Sun Guaranteed Investment Fund Solutions (Sun GIF Solutions) fund facts dated June 2019

When clients have an existing Sun GIF Solutions contract, but are buying Income Series units for the first time, replace the application with Request to add Estate and/or Income Series units (4604) and an order ticket (4610). You are not required to deliver another Sun GIF Solutions information folder and contract, but are required to deliver the Income Series supplement (810-4403) at point of sale.

Sun Lifetime Advantage GIF

Applications

Non-registered / registered / locked-in (4601)
Nominee & intermediary (4603)
Tax-free savings account (TFSA) (4602)
Remember to include the client's sex; it's required for the calculation of lifetime guaranteed income.

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Sun Lifetime Advantage GIF information folder and contract (810-4405)

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Sun Lifetime Advantage GIF Fund Facts

Sun Protect GIF

Applications

Non-registered / registered / locked-in (4601)
Nominee & intermediary (4603)
Tax-free savings account (TFSA) (4602) 

Information Folder & Contract

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Sun Protect GIF information folder and contract (810-4407)

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Sun Protect GIF Fund Facts

Some non-registered contracts require additional forms. Refer to the application for details.

Identity verification, third party determination and politically exposed persons (PEP) for individual owners (4830)
International tax classification for an entity (4545)
International tax self-certification for individuals (4573)

For Corporate contracts, you must also collect all of the following:

Certificate of incumbency (4207)
Identity verification and third party determination for entity owners (4831)
Articles of incorporation or articles of association
Board resolution or corporate by-law evidencing authority of signing officers

When transferring money, complete the applicable transfer form:

Transfer authorization for registered investments (4622)
Transfer authorization for non-registered investments (4621)

Locked-in addenda

British Columbia: LIRA and LIF

Alberta: LIRA and LIF

Saskatchewan: LIRA and Prescribed RIF

Manitoba: LIRA, PRIF and LIF

Ontario: LIRA and LIF

Quebec: LIRA and LIF

Newfoundland and Labrador: LIRA, LIF and LRIF

New Brunswick: LIRA and LIF

Nova Scotia: LIRA and LIF

Federal: RLSP, LRSP, and RLIF

Provincial pension legislation

Note: You will now be leaving the Sun Life GIFs website

Federal Pension Benefits Standard Act

Alberta

British Columbia

Manitoba

New Brunswick

Newfoundland and Labrador

Nova Scotia

Ontario

Quebec

Saskatchewan

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For tips on completing the transfer forms, please refer to the transfer checklist .

Mail applications or forms to: Sun Life Assurance Company of Canada, 30 Adelaide Street East, Suite 1, Toronto, ON M5C 3G9

Fillable web forms may not work properly or produce consistent results in some Internet browsers or PDF readers. Download the flattened version of the forms (non-fillable) to send, or to print out and fill in manually.

New contract supplemental forms

Certificate of incumbency (4207-E)
Identity verification, third party determination and politically exposed foreign persons (PEFP) (4105-E) - This form was replaced by 4830-E and 4831-E.
International tax classification for an entity (4545-E)
Instruction page for completion of International tax classification for an entity (4545-I-E)
Instructions for completion of International tax classification for a non-financial entity (4545-NFE-E)
International tax self-certification for individuals (4573-E)
Legacy settlement option (4633-E)
Identity verification, third party determination and politically exposed persons (PEP) for individual owners (4830-E)
Instruction page for completion of Identity verification, third party determination and politically exposed persons (PEP) for individual owners (4830-I-E)
Identity verification and third party determination for entity owners (4831-E)
Instruction page for completion of Identity verification and third party determination for entity owners (4831-I-E)

Financial forms

Contractual conversion form (4616-E)
Deferred sales charge reimbursement (4715-E)
Order ticket (4610-E)
Transaction authorization (4613-E)
Transfer authorization for non-registered investments (4621-E)
Transfer authorization for registered investments (4622-E)
Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership (4378-E)

Non-financial forms

Beneficiary claim statement (4596-E)
Declaration of spousal status (4599-E)
Irrevocable beneficiary appointment (Nova Scotia only) (4619-E)
Owner, annuitant, beneficiary change form (4612-E)
Personal information change or correction (4624-E)
Private Client - Account / contract linking form - Sun Life Global Investments (4826-E)
Private Client Series O/O Class service fee agreement - Sun Life Global Investments (4824-E)
Third party authorization form (4623-E)

Spousal status declaration for deceased contract owner forms

Locked-in funds in Alberta (4417-AB-E)
Locked-in funds in British Columbia (4417-BC-E)
Locked-in funds for federal pensions (4417-FED-E)
Locked-in funds in Manitoba (4417-MB-E)
Locked-in funds in New Brunswick (4417-NB-E)
Locked-in funds in Newfoundland and Labrador (4417-NL-E)
Locked-in funds in Nova Scotia (4417-NS-E)
Locked-in funds in Ontario (4417-ON-E)
Locked-in funds in Quebec (4417-QC-E)
Locked-in funds in Saskatchewan (4417-SK-E)
 

Review, print or download these advisor resources. If you would like to order material, please sign in. Need a login?

Support material

  •  Products-at-a-glance
    Review this at-a-glance document for an overview of features and benefits available with each product within the Sun Life GIFs suite of products.
  •  Funds-at-a-glance
    Review this at-a-glance document for detailed fund information for Sun Life GIFs suite of products.
  •  Contract structure guide
    Includes detailed information about how to structure Sun Life GIFs contracts to achieve the desired income and estate planning results while also providing any tax implications or benefits of specific structures.
  •  Inside Segregated Fund MERs
    This document explains the management expense ratio (MER), which captures the costs and fees of investing in a segregated or "seg" fund, part of an insurance contract. “Inside segregated fund MERs” helps Clients understand how the MER works, what makes up the MER, and how the MER affects the investment’s performance.
  •  What are GIFs
    This one-page, Client-facing document describes what GIFs are and why Clients can benefit from choosing them. It also gives plain-language explanations for terms the financial industry uses when speaking about GIFs.
  • Taxation for non-registered segregated fund contracts
    Explains taxation for non-registered segregated fund contracts. Explains the difference between mutual fund distributions and segregated fund allocations.
  • Taxation of non-registered income - Sun GIF Solutions Income Series - Sun Lifetime Advantage GIF
    Explains how non-registered income is taxed through the combination of year-end allocations and taxation of the income stream.
  •  MySunLifeGIFs - User guide
    This user guide will help you navigate MySunLifeGIFs to view the Client’s contract information after the sale. You can also reference this guide to help Clients understand how to access their contract information independently.
  •  Navigating your Sun GIF Solutions statement
    Use this handy reference guide to get additional context and helpful, step-by-step summaries of each section in a Sun GIF Solutions statement.
  •  Navigating your Sun Lifetime Advantage GIF statement
    Use this handy reference guide to get additional context and helpful, step-by-step summaries of each section in a Sun Lifetime Advantage GIF statement.
  •  Navigating your Sun Protect GIF statement
    Use this handy reference guide to get additional context and helpful, step-by-step summaries of each section in a Sun Protect GIF statement.
  •  Economic scenarios assumptions
    Learn about the different economic scenarios and income rate assumptions used within the illustration tool to help determine which options best align with Clients’ expectations of future economic conditions.
  •  Illustration tool quick reference guide
    This guide provides helpful hints and more detailed information about the options available within the illustration tool.
  •  Sun Life GIFs annual financial statements
  •  Sun Life GIFs semi-annual financial statements

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