Payout annuities - Confirming the sale
After you have made the sale, you'll need to save (or retrieve) the illustration you sold. You can then confirm your sale online. This function will automatically record the sale in our system, and immediately generate a policy number for you to include on the application.
If you have not used the save feature on the illustration tool software, you can continue to confirm by phone or fax.
You can call us on business days between 8 a.m. and 6 p.m. eastern time at 1-800-800-4Sun\4786, option 4, then 2. If you are calling between 6 p.m. and 12:00 a.m. eastern time, you may leave a message asking us to confirm the sale for that day. Leave us your name, phone number and e-mail address. We'll be in touch with you the next day to get the details of the sale and provide a policy number for you to include on the application.
Fax your illustration to us at 1-519-888-3485, with a note asking us to confirm the sale. Please include your name, phone number, fax number and your advisor number.
If you confirm a sale in error
If you confirm a sale in error please contact us immediately by:
phone at 1-800-800-4Sun\4786, option 4, then 2. If you call after 6 p.m. eastern time, just leave us a message and we'll be in touch to get the details.
e-mail at Servicenow@Sunlife.com with "payout sale confirmed in error" in the subject line. Please include your name and advisor number, the policy number assigned to the sale, and the name of your client in the e-mail.
If the sale isn't confirmed
If our Payout Customer Service Team receives an application without a confirmed sale, a Customer Service Representative will confirm your sale the day we receive it by creating an illustration using the rate basis in effect that day.