| 5051-E |
Beneficiary claim statement for Insurance GICs* and Trust GICs
Note: Only use this form if a death benefit from an accumulation annuity is to be paid to a beneficiary as income under the Legacy Settlement Option. For lump sum settlements use form E84
|
2020-12 |
| 4889-E |
Voluntary consent for the collection, use and disclosure of favourable genetic testing results |
2018-01 |
| |
Policyholder instruction - request to receive mailing |
2017-07 |
| E77* |
Transfer of ownership of non-registered GIC products |
2020-04 |
| E1 |
Aerial activities questionnaire |
2012-10 |
| E26 |
Alcohol usage questionnaire |
2012-10 |
| E16A |
Application for a change of dividend option |
2008-04 |
| 3318-E* |
Application for a payout annuity |
2020-11 |
| 4609 |
Application for a prescribed transfer from a Manitoba Life Income Fund (LIF) to a Prescribed Retirement Income Fund (PRIF) contract |
2014-11 |
| E16B |
Application for a Withdrawal or Transfer of funds |
2020-06 |
| E328 |
Application for change to an existing critical illness policy |
2017-09 |
| E87-W*^ |
Application for change to an existing life insurance policy
Note: Applies to inforce policies only |
2019-09 |
| E260 |
Temporary fillable/printable PDF for non face-to-face process PDF
Application for conversion and exercising an option
|
2019-09 |
| 810-2799 |
Temporary fillable/printable PDF for non face-to-face process PDF
Application for life and/or critical illness insurance |
2019-09 |
| 810-3523 |
Temporary fillable/printable PDF for non face-to-face process PDF
Application for long term care insurance |
2018-09 |
| 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 |
2018-07 |
| E128* |
Application for Premium Offset payment arrangement |
2020-06 |
| E226*^ |
Application for reinstatement - Clarica or Sun Long Term Care Insurance |
2017-09 |
| 4549 |
Application for reinstatement - Sun Retirement Health Assist |
2017-09 |
| E67 |
Application for reinstatement of life or critical illness insurance |
2017-08 |
| 810-3547* |
Application for Sun GIC Max or Guaranteed Investment Certificate: RSP/RIF or non-registered
Note: This is only available in PDF format. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. 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.
|
2020-11 |
| 810-3548* |
Application for Sun GIC Max or Guaranteed Investment Certificate: Tax-Free Savings Account
Note: This is only available in PDF format. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. 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.
|
2020-11 |
| 4535 |
Temporary fillable/printable PDF for non face-to-face process PDF
Application for Sun Retirement Health Assist |
2017-09 |
| 810-3584 |
Application for Superflex annuity: TFSA
Note: This is only available in PDF format, please ensure the client receives a copy of the completed form along with the provisions on the back pages. A copy should also be retained for advisor records.
|
2020-12 |
| 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 |
2020-07 |
| *E268 |
Asthma, bronchitis, or respiratory questionnaire |
2017-12 |
| 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 |
2020-06 |
| 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 |
2018-07 |
| E22* |
Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP / RRIF / TFSA (not applicable in Quebec) |
2014-09 |
| E83* |
Beneficiary change request form |
2020-06 |
| E84 |
Beneficiary Claim Statement |
2017-11 |
| 4596*^ |
Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs) |
2020-11 |
| 10127 (Canada Life Form) |
Canada Life Policy Exchange Form |
2003-07 |
| E29* |
Cancel contingent owner form |
2016-09 |
| E4207 |
Certificate of Incumbency |
2008-04 |
| E220 |
Change form - Long term care insurance |
2013-12 |
| 906-0185* |
Change of Address/Telephone Number/E-mail Address |
2020-07 |
| 4710-WSH* |
Changing investment options or changing plan type to a SunUniversalLife II, SunUniversalLife Pro or a Sun Par plan on a pending application form |
2019-09 |
| 4616*^ |
Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs) |
2020-11 |
| E203 |
Critical Illness Insurance - Claimant statement |
2019-11 |
| E306 |
Critical Illness Insurance - Physician's statement - ALS and Motor Neuron Disease |
2017-09 |
| E303 |
Critical Illness Insurance - Physician's statement - Benign brain tumour |
2017-10 |
| E201 |
Critical Illness Insurance - Physician's statement - Cancer |
2017-10 |
| E304 |
Critical Illness Insurance - Physician's statement - Coma |
2017-10 |
| E199 |
Critical Illness Insurance - Physician's statement - Heart attack |
2017-10 |
| E305 |
Critical Illness Insurance - Physician's statement - Multiple Sclerosis |
2019-02 |
| E200 |
Critical Illness Insurance - Physician's statement - Stroke/Cerebrovascular Accident (CVA) |
2017-10 |
| 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 |
2020-06 |
| E18* |
Declaration of smoking status (for changes on existing policies only) |
2018-11 |
| 4599*^ |
Declaration of spousal status - Sun Life Guaranteed Investment Funds |
2020-11 |
| E113 |
Declaration of transmission |
2010-08 |
| 4715*^ |
Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds |
2020-11 |
| 4137 |
Dental claim form for Personal Health Insurance |
2016-08 |
| E161 |
Direct transfer to payout annuity |
2020-11 |
| E14 |
Disability claim - Attending physician's statement of disability |
2017-10 |
| E13 |
Disability claim - Claimant's statement |
2017-09 |
| E15 |
Disability claim - Employer's statement |
2012-05 |
| E257 |
Driver record authorization |
2017-10 |
| E263 |
Driving history questionnaire |
2012-08 |
| E12* |
Drug questionnaire |
2019-12 |
| E206 |
Electronic funds transfer (EFT) for payout annuity products |
2020-11 |
| 4136 |
Extended Health Care claim form for Personal Health Insurance |
2016-08 |
| E45* |
Family history questionnaire |
2017-06 |
| E96 |
Financial questionnaire |
2018-06 |
| 4389 |
Foreign death questionnaire |
2017-09 |
| E259* |
Foreign residence/travel questionnaire |
2018-03 |
| 4065* |
Health Coverage Choice application form |
2017-12 |
| 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 |
2017-08 |
| E228*^ |
Important information you should know |
2017-07 |
| 4540 |
Information about your application for Sun Retirement Health Assist and receipt |
2013-12 |
| 4557 |
Third party determination |
2020-12 |
| 810-3549 |
Insurance GIC - Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF
Note: This is only available in PDF format. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. A copy should also be retained for advisor records.
|
2020-12 |
| 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 |
2020-06 |
| 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.
|
2019-03 |
| 4633*^ |
Legacy settlement option - Sun Life Guaranteed Investment Funds |
2019-06 |
| 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) |
2020-06 |
| 4357* |
Life Insurance Replacement Declaration
(ONLY to be used by ON, SASK, MAN., NS, PEI, NWT, YUK, NVT and NFLD)
|
2020-06 |
| E222 |
Long term care insurance - Attending physician's statement |
2017-09 |
| E221 |
Long Term Care insurance - Claimant's statement |
2020-04 |
| 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 |
2017-10 |
| E19* |
Motor Racing Questionnaire |
2020-10 |
| 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
|
2020-06 |
| 4390 |
Notice of movable hypothec without delivery (Quebec) |
2010-06 |
| 4610*^ |
Order ticket - Sun Life Guaranteed Investment Funds (GIFs) |
2020-11 |
| 4531 |
Out of Canada policy delivery authorization |
2013-06 |
| 4612*^ |
Owner, annuitant, beneficiary change form - Sun Life Guaranteed Investment Funds |
2020-11 |
| 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 |
2017-12 |
| 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 |
2018-06 |
| 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 |
2017-12 |
| 4624*^ |
Personal information change or correction - Sun Life Guaranteed Investment Funds |
2020-11 |
| E80 |
Policy Loan Request |
2018-11 |
| 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. |
2020-06 |
| 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 |
Temporary fillable/printable PDF for non face-to-face process PDF
RapidApp/Tele-interviewing application for life and/or critical illness insurance
|
2019-09 |
| 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 |
2019-09 |
| E79* |
Request to cancel your insurance policy |
2020-07 |
| 4352* |
Request to surrender a term certain payout annuity |
2020-11 |
| 4351 |
Request to unlock up to 50 per cent of Federal RLIF |
2012-11 |
| E277 |
Responsibility to report cancer or benign brain tumour |
2017-11 |
| E25 |
Scheduled automatic withdrawals from a guaranteed wealth product |
2012-05 |
| 4656* |
Skiing, snowboarding and/or snowmobiling questionnaire |
2019-12 |
| 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 |
2018-01 |
| 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 |
2020-01 |
| 810-3707 |
Sun application (for SunTerm and Sun Critical Illness Insurance) |
2017-10 |
| 4604* |
Sun GIF Solutions - Request to add Estate and/or Income Series |
2020-11 |
| 4603* |
Sun Life Guaranteed Investment Funds (GIFs) - Nominee & Intermediary Application |
N/A |
| 4601* |
Sun Life Guaranteed Investment Funds (GIFs) - Non-Registered/Registered/Locked-in Application |
N/A |
| 4602* |
Sun Life Guaranteed Investment Funds (GIFs) - TFSA Application |
N/A |
| 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 |
2020-11 |
| 810-3661A* |
SunFlex Retirement Income - Performance-linked investments change request for former Flexible Income Plan (FIP) clients |
2020-11 |
| 810-3662 |
SunFlex Retirement Income - Request for an income advance |
2020-11 |
| 810-3660 |
SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity |
2020-11 |
| 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 |
2019-09 |
| 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 |
2020-11 |
| 4613*^ |
Transaction authorization - Sun Life Guaranteed Investment Funds |
2020-11 |
| 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 |
2020-11 |
| 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.) |
2020-06 |
| E24* |
Underwater diving questionnaire |
2019-12 |
| 4693* |
Use of tobacco and nicotine products questionnaire |
2018-07 |
| E81 |
Withdrawal or transfer from a guaranteed wealth product |
2020-11 |
| E28* |
Contingent owner change form |
2019-07 |
| E154W* |
Investment account change and allocation |
2020-05 |
| E18B* |
Declaration of smoking status (for pending applications only) |
2018-02 |
| 4830-E* |
Identity verification, third party determination and politically exposed persons (PEP) for individual owners |
2020-07 |
| 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 |
2020-07 |
| 4831-I-E* |
Instruction page for completion of Identity verification and third party determination for entity owners |
2019-02 |
| E4355* |
Non face-to-face identity verification by agent or mandatary, third party determination and politically exposed persons (PEP) |
2020-07 |
| 4842 |
Tax - Personal information change / correction |
2017-06 |
| 4860-E* |
Responsibility to report Parkinson's disease and specified atypical parkinsonian disorders |
2017-11 |
| 4545-NFE-E |
Instructions for completion of International tax classification for a non-financial entity |
2018-02 |
| 4915-E |
Critical illness insurance - Physician's statement - Heart surgery |
2018-05 |
| 4916-E |
Critical Illness Insurance - Physician's statement - Alzheimer's disease |
2018-05 |
| 4917-E |
Critical illness insurance - Physician's statement - Parkinson's disease |
2018-05 |
| 4918-E |
Critical illness insurance - Physician's statement - Acquired brain injury (ABI) |
2018-05 |
| 4919-E |
Critical illness insurance - Physician's statement - Major organ failure including kidney |
2018-05 |
| E276-MAILCNE |
Consent and release of personal information |
2018-05 |
| E276-MAILWEST |
Consent and release of personal information |
2018-05 |
| E276-MAILQC |
Consent and release of personal information |
2018-05 |
| E276-FAX |
Consent and release of personal information |
2018-05 |
| E276-SUNPHI |
Consent and release of personal information |
2018-05 |
| N/A |
Notice of Replacement of Insurance of Persons Contract available online in electronic format only on the Autorité des marchés financiers website. (Quebec) |
N/A |
| 4968-E |
Critical illness insurance - Physician's statement - Loss of Independent Existence (LOIE) |
2019-05 |
| 4969-E |
Critical illness insurance - Physician's statement - Blindness, Deafness or Loss of speech |
2019-05 |
| 4970-E |
Critical illness insurance - Physician's statement - Paralysis |
2019-05 |
| 4971-E |
Critical illness insurance - Physician's statement - Severe burns or Loss of limbs |
2019-05 |
| 5029-E |
Legacy settlement option - Insurance GIC*
|
2020-12 |
