| |
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
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. This file prints to 8½' x 14' paper.
|
2015-09 |
| 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 |
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
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. This file prints to 8½' x 14' paper.
|
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 |