Tip
You can share multiple fund fact pages, information folders and contracts easily from the Fund Facts page.
eSignature Form Selection Tool & Signature Centre
The eSignature Form Selection Tool available on Signature Centre allows advisors to obtain Clients eSignature on applications and forms.
The Signature Centre is a tool that allows you to view and manage the electronic signature status of documents and attachments (if requested) that have been submitted via the Form Selection Tool
You will need to sign in to the advisor site to access the tool.
Applications
- Non-registered / registered / locked-in (4601)
- Nominee & intermediary (4603)
- Tax-free savings account (TFSA) (4602)
If you require an accessible version of the Sun Life GIFs applications, please click here.
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.
Fund Facts
You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.
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)
If you require an accessible version of the Sun Life GIFs applications, please click here.
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.
Fund Facts
You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.
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.
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.
If you require an accessible version of the Sun Life GIFs applications, please click here.
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.
Fund Facts
You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.
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.
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.
If you require an accessible version of the Sun Life GIFs applications, please click here.
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.
Fund Facts
You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.
Applications
- Non-registered / registered / locked-in (4601)
- Nominee & intermediary (4603)
- Tax-free savings account (TFSA) (4602)
If you require an accessible version of the Sun Life GIFs applications, please click here.
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.
Fund Facts
You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.
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:
Note: You will now be leaving the Sun Life GIFs website
Federal Pension Benefits Standard Act
- Website: Office of the Superintendent of Financial Institutions
- Forms: Office of the Superintendent of Financial Institutions
Alberta
- Website: Alberta Treasury Board of Finance –Pensions
- Forms: Alberta – Pension – Forms
British Columbia
- Website: British Columbia – Financial Institutions Commission
- Forms: British Columbia – Financial Institutions Commission – Pension Plans - Forms
Manitoba
- Website: Manitoba Finance
- Forms: Manitoba Finance - Forms
New Brunswick
- Website: Financial and Consumer Services Commission – Pensions for Industry
- Forms: Financial and Consumer Services Commission – Pension Industry Forms
Newfoundland and Labrador
- Website: Services NL
- Forms (under pension): Services NL – Forms and Applications
Nova Scotia
- Website: Nova Scotia Canada Finance and Treasury Board – Pensions
- Forms: Nova Scotia Canada Finance and Treasury Board – Pensions – Forms
Ontario
- Website: Financial Services Commission of Ontario – Locked in Accounts
- Forms: Financial Services Commission of Ontario – Pension Forms
Quebec
- Website (English): Retraite Québec
- Forms: Retraite Québec
Saskatchewan
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.