Review, print or download these advisor resources. If you would like to order material, please sign in. Need a login?
For tips on completing the transfer forms, please refer to the transfer checklist.
Fillable web forms
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.
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)
International tax self-certification for individuals (4573-E)
Legacy settlement option (4633-E)
Identity verification and third party determination for entity owners (4831-E)
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 Series O/O Class service fee agreement - Sun Life Global Investments (4824-E)
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)
Sun Life Assurance Company
of Canada,
30 Adelaide Street East,
Suite 1
Toronto, ON M5C 3G9
Fax: 1-855-247-6372
Toll free phone: 1-844-753-4437
(1-844-SLF-GIFS)
Email: gifs@sunlife.com
For help completing the applications, please see the Sales process tips and reminders.