Sun Life GIFs - Setting up a new contract

Complete and have the client sign all three copies of the applicable Sun Life Guaranteed Investment Fund Individual Variable Annuity Contract application:

The applications can be ordered or printed and completed manually. If you are printing the application please ensure three copies are printed. One copy must be given to the client, one copy must be submitted to the distributor and the third copy must be kept in the client's file.

For Sun GIF Solutions contracts; Investment series, Estate series and Income series can be combined in the same contract. The fund code will determine the guarantee series and sales charge option.

Mandatory for all non-registered contracts: The following question must be answered only by an individual owner/applicant: 'Are you a U.S. resident for tax purposes (which includes a U.S. citizen)?'. If yes, provide a U.S. Taxpayer Identification Number (TIN). For entity applicants (corporations, partnerships, trusts, etc) the International tax classification for an entity (4545-E)

form is mandatory.

For a client cheque:

For corporate, partnership, not-for-profit and non-corporate entity the following are mandatory: