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Multiple forms are changing - AML/CRS

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Number Name Last updated
  Policyholder instruction - request to receive mailing 2017-07
E77* Transfer of ownership of non-registered GIC products 2017-06
E1 Aerial activities questionnaire 2012-10
E26 Alcohol usage questionnaire 2012-10
E16A Application for a change of dividend option 2008-04
3318* Application for a payout annuity 2017-06
4609 Application for a prescribed transfer from a Manitoba Life Income Fund (LIF) to a Prescribed Retirement Income Fund (PRIF) contract 2014-11
810-3639* Application for a SunFlex Retirement Income 2016-05
E16B Application for a Withdrawal or Transfer of funds 2013-12
E328 Application for change to an existing critical illness policy 2012-09
E87-W*^ Application for change to an existing life insurance policy
Note: Applies to inforce policies only		 2017-01
E260* Application for conversion and exercising an option 2017-06
810-2799 Application for life and/or critical illness insurance 2017-06
810-3523 Application for long term care insurance 2015-04
E322* Application for one-time unlocking of up to 50 per cent of Alberta LIRA 2016-02
E110 Application for policy change, reinstatement and/or reconsideration of rating 2017-06
E128 Application for Premium Offset payment arrangement 2005-07
E226 Application for reinstatement - Clarica or Sun Long Term Care Insurance 2013-12
4549 Application for reinstatement - Sun Retirement Health Assist 2015-04
E67 Application for reinstatement of life or critical illness insurance 2013-06
810-3547* Application for Sun GIC Max or Guaranteed Investment Certificate: RSP/RIF 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.

 2017-06
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.

 2014-07
4535 Application for Sun Retirement Health Assist 2015-04
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.

 2014-07
E294 Application to redeem locked-in money due to shortened life expectancy 2016-01
E27 Assignment of policy (collateral) - (uniform provinces) 2013-01
E82* Transfer of ownership 2017-06
E268 Asthma, bronchitis, or respiratory questionnaire 2012-10
E256 Attending physician's diabetic questionnaire 2012-08
E72 Authorization For Advance Payment Of Death Benefit 2006-08
5981A-75 Authorization for the disclosure of a driving record by the Société de l'assurance automobile du Québec 2014-10
4376 Authorization to disclose information to my advisor/LTCI specialist on life, critical illness and/or long term care insurance applications 2010-06
E276 Consent and release of personal information (formerly Authorization to disclose medical information) will be sent by Sun Life Financial, if required.  
4353 Authorization to move money from non-registered contracts to Tax-Free Savings Account guaranteed savings contracts 2008-12
E157 Authorization to move money to non-registered guaranteed savings policies 2009-10
E4 Aviation questionnaire 2012-10
E22* Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP / RRIF / TFSA (not applicable in Quebec) 2014-09
E83* Beneficiary change request form 2017-04
E84 Beneficiary Claim Statement 2017-01
4596*^ Beneficiary claim statement for Sun Life Guaranteed Investment Funds 2017-06
10127 (Canada Life Form) Canada Life Policy Exchange Form 2003-07
E29* Cancel contingent owner form 2016-09
4207 Certificate of Incumbency 2008-04
E220 Change form - Long term care insurance 2013-12
906-0185* Change of Address/Telephone Number/E-mail Address 2015-06
4710* Changing investment options or changing plan type to SunUniversalLife II or Sun Par plan on a pending application 2017-01
E265 Chest pain or discomfort questionnaire 2012-11
4616*^ Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs) 2016-05
E203 Critical Illness Insurance - Claimant statement 2014-11
E306 Critical Illness Insurance - Physician's statement - ALS and Motor Neuron Disease 2014-11
E303 Critical Illness Insurance - Physician's statement - Benign brain tumour  2014-11
E201 Critical Illness Insurance - Physician's statement - Cancer 2014-11
E304 Critical Illness Insurance - Physician's statement - Coma  2014-11
E202 Critical Illness Insurance - Physician's statement - Coronary Artery Bypass Surgery  2014-11
E199 Critical Illness Insurance - Physician's statement - Heart Attack 2016-05
E305 Critical Illness Insurance - Physician's statement - Multiple Sclerosis 2014-11
E200 Critical Illness Insurance - Physician's statement - Stroke/CVA 2014-11
4407 Critical illness out of country diagnosis questionnaire 2010-05
E35 Date of birth - confirmation 2006-09
E99 Declaration of death by estate trustee 2007-05
4573-E* International tax self-certification for individuals 2017-06
4617*^ Declaration of FATCA self-certification for an Individual - Sun Life Guaranteed Investment Funds 2015-05
E18* Declaration of smoking status (for changes on existing policies only) 2017-01
4599*^ Declaration of spousal status - Sun Life Guaranteed Investment Funds 2015-05
E113 Declaration of transmission 2010-08
4715*^ Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds 2015-05
4137 Dental claim form for Personal Health Insurance 2016-08
E269 Diabetes questionnaire 2012-10
E267 Digestive/bowel disorder questionnaire 2012-10
E161 Direct transfer to payout annuity 2009-04
E14 Disability claim - Attending physician's statement of disability 2012-05
E13 Disability claim - Claimant's statement 2012-05
E15 Disability claim - Employer's statement 2012-05
4619*^ Dollar cost average fund - Sun Life Guaranteed Investment Funds 2015-05
E257 Driver record authorization 2012-08
E263 Driving history questionnaire 2012-08
E12 Drug questionnaire 2017-06
E206 Electronic funds transfer (EFT) for payout annuity products 2011-03
4136 Extended Health Care claim form for Personal Health Insurance 2016-08
E266 Fainting or episodes of loss of consciousness questionnaire 2012-10
E45* Family history questionnaire 2017-06
E96 Financial questionnaire 2016-11
4389 Foreign death questionnaire 2009-08
E259 Foreign residence/travel questionnaire 2012-10
4065 Health Coverage Choice application form 2014-09
MV2680 (ICBC Licensing support form) ICBC Driver's Licence Abstract Request or Certified Record(s) 2003-04
4105 Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth)
Note: This form is replaced by 4830-E and 4831-E.		 N/A
4525 Impaired annuities medical form 2013-07
E228 Important information you should know 2017-07
4540 Information about your application for Sun Retirement Health Assist and receipt 2013-12
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.

 2017-06
4104 Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Life insurance)

Note: This form is replaced by 4830-E and 4831-E.

 N/A
4545* International tax classification for an entity 2017-07
4545-I* Instruction page for completion of International tax classification for an entity 2017-07
E98 Irrevocable beneficiary appointment (Nova Scotia only) 2007-05
3331*

Juvenile declaration of smoking status

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

 2016-05
4633*^ Legacy settlement option - Sun Life Guaranteed Investment Funds 2016-11
E73 Letter of authorization - Non-residents (CRA) 2013-02
4388 Life claims disappearance questionnaire 2010-01
4432 Life Insurance Replacement Declaration
(ONLY to be used by ALBERTA and BC)		 2015-11
4357 Life Insurance Replacement Declaration
(ONLY to be used by ON, SASK, MAN., NS, PEI, and NFLD)		 2015-11
E222 Long term care insurance - Attending physician's statement 2012-04
E221 Long Term Care insurance - Claimant's statement 2012-04
4299 Mailing labels for in-force business (blue) 2006-04
4300 Mailing labels for new business (yellow) 2006-04
4416 Manitoba withdrawal/unlocking application - LIRA/LIF 2010-06
E223 Medical information and functionality ability questionnaire for long term care insurance 2012-08
E19* Motor Racing Questionnaire 2016-09
E17 Mountain Climbing Questionnaire 2012-10
E85* Note: This form is only used for life or health insurance products. Do not use for updates to Dealer products.

Name change or correction

 2013-08
4390 Notice of movable hypothec without delivery (Quebec) 2010-06
4610*^ Order ticket - Sun Life Guaranteed Investment Funds (GIFs) 2016-05
4531 Out of Canada policy delivery authorization 2013-06
4612*^ Owner, annuitant, beneficiary change form - Sun Life Guaranteed Investment Funds 2017-06
E298 Pain questionnaire - long term care insurance 2012-10
E53* Payee designation change for critical illness insurance policies 2015-10
E323 Personal Health Insurance - Add family member 2014-09
E327 Personal Health Insurance - Add optional benefit 2014-09
E326 Personal Health Insurance - Address change 2008-04
4386 Personal Health Insurance - Application for dependants previously insured with PHI 2014-09
E325 Personal Health Insurance - Date of birth correction 2009-02
4371 Personal Health Insurance - Declaration of death 2009-05
E324 Personal Health Insurance - Name change or correction 2009-02
4392 Personal Health Insurance - Pre-authorized chequing (PAC) authorization for Web applications 2009-10
4360 Personal Health Insurance - Pre-authorized chequing (PAC) or Credit card authorization 2011-10
4380 Personal Health Insurance - Remove dependant 2012-03
4366 Personal Health Insurance - Remove optional benefit 2012-03
E118 Personal Health Insurance - terminating coverage with Sun Life Assurance Company of Canada 2012-07
4584 Personal Health Insurance (Quebec residents) - Confirmation of coverage through a group benefits plan or through Régie de l'assurance maladie du Québec (RAMQ) 2014-09
3494 Personal Health Insurance application form 2014-09
4624*^ Personal information change or correction - Sun Life Guaranteed Investment Funds 2015-05
E80 Policy Loan Request 2005-07
E229* Policy owner authorization to exercise policy options or make changes to your policy 2016-08
E75* Pre-authorized chequing (PAC) authorization
Note: Frequency changes do not require a form to be completed. If changing to monthly and setting up a monthly PAC, please complete the E75.		 2017-07
3493 Pre-underwriting guide - Sun Critical Illness Insurance 2015-02
E261 Proof of Claim of Assignee - Uniform Provinces 2005-06
E275 Proof of claim of hypothecary creditor (Quebec) 2009-08
E65 Proof of Death/Physician's Statement 2013-11
E264 Psychiatric / mental health questionnaire 2012-10
810-2815 RapidApp/Tele-interviewing application for life and/or critical illness insurance 2017-06
E36* Release of beneficiary's interest 2014-09
E37 Release of interest of assignee (uniform provinces) 2013-02
E42 Release of interest of movable hypothec (Quebec) 2013-02
906-0220* Request for CNA Term to SunUniversalLife Conversion Illustration 2016-03
E44 Request for confidential information regarding persons discharged from the Armed Forces 2012-11
E43 Request for confidential information regarding serving members of the Canadian Forces 2012-11
E273 Request for disclosure of reasons for underwriting decision 2014-07
E20 Request for information from medical records 2012-10
906-0225*^ Request for Service Advisor 2016-01
810-1625* Request for Sun product in-force illustration 2017-01
E79* Request to cancel your insurance policy 2017-04
4329 Request to extend policy maturity date for a guaranteed savings annuity 2008-11
4352* Request to surrender a term certain payout annuity 2014-10
4351 Request to unlock up to 50 per cent of Federal RLIF 2012-11
E277 Responsibility to report cancer or benign brain tumour 2014-06
E25 Scheduled automatic withdrawals from a guaranteed wealth product 2012-05
4656* Skiing, snowboarding and/or snowmobiling questionnaire 2015-06
4255 Source of funds declaration (for Bermuda use only) 2010-06
E297* Spousal consent to transfer to a Life Income Fund (LIF) - Ontario 2016-07
E167 Spousal declaration 2005-07
E2 Disabled Child Coverage 2017-01
4417-FED Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions 2011-08
4417-AB Spousal status declaration for deceased contract owner - Locked-in funds in Alberta 2011-08
4417-BC Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia 2011-08
4417-MB Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba 2011-08
4417-NB Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick 2012-02
4417-NL Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador 2011-11
4417-NS* Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia
(* can be completed online)		 2016-01
4417-ON Spousal status declaration for deceased contract owner - Locked-in funds in Ontario 2011-08
4417-QC Spousal status declaration for deceased contract owner - Locked-in funds in Quebec 2011-08
4417-SK Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan 2011-08
4391 Successor annuitant change form 2009-10
810-3707 Sun application (for SunTerm and Sun Critical illness insurance) 2016-06
4604* Sun GIF Solutions - Request to add Estate and/or Income Series 2017-05
4603* Sun Life Guaranteed Investment Funds (GIFs) Contract - Nominee & Intermediary Application 2017-05
4601* Sun Life Guaranteed Investment Funds (GIFs) Contract - Non-Registered/Registered/Locked-in Application 2017-05
4602* Sun Life Guaranteed Investment Funds (GIFs) Contract - TFSA Application 2017-05
4040 Sun Long Term Care Insurance - Policy review checklist 2013-12
4539 Sun Retirement Health Assist - policy review checklist 2013-12
810-3661* SunFlex Retirement Income - Performance-linked investments change request 2016-03
810-3662 SunFlex Retirement Income - Request for an income advance 2013-04
810-3660 SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity 2014-01
E318 Application for access to the policy fund when disabled - Claimant's statement of disability 2017-01
E319 Application for access to the policy fund when disabled - Attending physician's statement of disability 2017-01
E272* Early death benefit beneficiary election or change 2017-01
E279 Telephone access for client inquiries or transactions change form 2009-10
4379*^ Third party authorization form 2014-06
4623*^ Third party authorization form - Sun Life Guaranteed Investment Funds 2015-05
4613*^ Transaction authorization - Sun Life Guaranteed Investment Funds 2016-10
4621*^ Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs) 2016-05
4622*^ Transfer authorization for registered investments - Sun Life Guaranteed Investment Funds (GIFs) 2016-05
4378 Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership 2009-07
E63 Transfer registered assets from another company to a registered product 2008-12
E9 Translator services declaration (For use on life, critical illness and long term care insurance applications.) 2015-11
E24 Underwater diving questionnaire 2014-11
4693* Use of tobacco and nicotine products questionnaire 2015-07
E81 Withdrawal or transfer from a guaranteed wealth product 2012-05
E28* Contingent owner change form 2016-09
E154W* Investment account change and allocation 2017-01
E18B* Declaration of smoking status (for pending applications only) 2017-01
4830-E* Identity verification, third party determination and politically exposed persons (PEP) for individual owners 2017-06
4830-I-E* Instruction page for completion of Identity verification, third party determination and politically exposed persons (PEP) for individual owners 2017-06
4831-E* Identity verification and third party determination for entity owners 2017-06
4831-I-E* Instruction page for completion of Identity verification and third party determination for entity owners 2017-06
E4355* Non face-to-face identity verification by agent or mandatary, third party determination and politically exposed persons (PEP) 2017-06
4842 Tax - Personal information change / correction 2017-06