Subsequent cheque deposit - Investment instructions

Please print out this page when sending a cheque to Sun Life Financial, attach the cheque and provide investment instructions.

Sun Guaranteed Investments - Superflex, Sun GIC Max – non-redeemable, GIC – redeemable

My client has provided me with investment instructions to give to Sun Life Financial for this contract and the attached cheque. These instructions are below.

Contract number:
Date:
Amount of cheque:

Guaranteed interest investment instructions (see options below)

Guaranteed period or end date Interest selection
(not required for Sun GIC Max & GIC)
Rate Amount
      $
      $
      $
      $
Auto ladder     $
Daily interest investment (no minimum deposit) $

Guaranteed interest investment options

Product type Guaranteed periods (Terms) Interest Investment minimums
Superflex
(Insurance GIC)
90 days
1-10 years
C = compound
MP = monthly payout to client
A = annual to daily interest
AP = annual payout to client

$1000 - annual and compound

$5000 for monthly or annual payout to client

Sun GIC Max - non-redeemable
(Trust GIC)
30 days to 5 years Determined at issue - Only one interest type is allowed per contract $1000
GIC - redeemable
(Trust GIC)
30 days to 5 years Determined at issue - Only one interest type is allowed per contract $1000

Mail or courier to:

Sun Life Assurance Company of Canada
227 King St South
P.O Box 1601 Stn Waterloo
Waterloo ON N2J 4C5

The Sun GIC Max – Non-redeemable and the GIC – redeemable are issued by Sun Life Financial Trust Inc. The Superflex is issued by Sun Life Assurance Company of Canada. Sun Life Financial Trust Inc. and Sun Life Assurance Company of Canada are members of the Sun Life Financial group of companies.