Forms and applications

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.

NOTE:
* Can be completed online
^ 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.

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

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

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Number Name Last updated
  Policyholder instruction - request to receive mailing 2016-09
E77* Transfer of ownership of non-registered GIC products 2016-07
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 2015-06
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 2016-04
E260* Application for conversion and exercising an option 2016-06
810-2799 Application for life and/or critical illness insurance 2016-06
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 2016-06
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

 
2015-09
810-3548* Application for Sun GIC Max or Guaranteed Investment Certificate: Tax-Free Savings Account
2014-07
4535 Application for Sun Retirement Health Assist 2015-04
810-3584 Application for Superflex annuity: TFSA
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 2016-07
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 2016-01
E84 Beneficiary Claim Statement 2013-11
4596*^ Beneficiary claim statement for Sun Life Guaranteed Investment Funds
 
2015-05
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/SunUniversalLife Max or Sun Limited Pay Life on a pending application
 
2016-06
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* Declaration of FATCA self-certification for an individual 2014-06
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) 2016-06
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 2008-08
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 2012-08
E206 Electronic funds transfer (EFT) for payout annuity products 2011-03
4136 Extended Health Care claim form for Personal Health Insurance 2008-08
E266 Fainting or episodes of loss of consciousness questionnaire 2012-10
E45* Family history questionnaire 2016-06
E96 Financial questionnaire 2012-03
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) 2015-08
4104*^ Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Life insurance) 2015-08
4525 Impaired annuities medical form 2013-07
E228 Important information you should know 2012-08
4540 Information about your application for Sun Retirement Health Assist and receipt 2013-12
4105-I Instruction page for completion of Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth) 2015-09
4104-I Instruction page for completion of Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Life insurance) 2015-09
810-3549 Insurance GIC - Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF
2015-09
810-3546 Insurance GIC, Superflex annuity & Income Master RRIF applications have been combined. The form number is 810-3549 (810-3546 is now obsolete).  
4545* International tax classification for an entity

 

 

2015-08
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 2015-05
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
4716* New Business non face-to-face identity verification for Canadian resident

 
2015-08
4717* New Business non face-to-face identity verification for non-Canadian resident

 
2015-08
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 2015-05
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 2014-07
4354* Premium frequency change 2016-03
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 2016-06
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 SunUniversalLife or SunUniversalLife MAX In-force Illustration 2008-04
E79* Request to cancel your insurance policy 2015-06
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
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 2016-05
4603* Sun Life Guaranteed Investment Funds (GIFs) Contract - Nominee & Intermediary Application 2016-05
4601* Sun Life Guaranteed Investment Funds (GIFs) Contract - Non-Registered/Registered/Locked-in Application 2016-05
4602* Sun Life Guaranteed Investment Funds (GIFs) Contract - TFSA Application 2016-05
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 SunUniversalLife - Application for access to the policy fund when disabled - Claimant's statement of disability 2006-11
E319 SunUniversalLife - Application for access to the policy fund when disabled-Attending physician's statement of disability 2006-11
E272 SunUniversalLife or SunUniversalLife MAX - Early death benefit beneficiary election and/or change - Joint last to die coverage (policy value only) 2008-01
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 2015-05
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 2016-04
E18B* Declaration of smoking status (for pending applications only) 2016-06