Forms and applications

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Note: All wealth applications & forms are now located on the Sun Life Global Investments website.

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Number	Name	Last updated
5092-E	Identity verification for beneficiaries/non-owner payee - Wealth - Individuals	2021-12
5094-E	Identity verification for beneficiaries - Wealth	2022-05
5091-E*	Corporate Resolution (for an applicant/owner that is a Corporation)	2021-10
5114-E	Corporate Resolution (for a beneficiary that is a corporation)	2021-06
5115-E	Identity verification for entity beneficiaries	2022-05
5089-E	Identity verification for beneficiaries - Individuals	2022-05
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	2022-05
4889-E	Voluntary consent for the collection, use and disclosure of favourable genetic testing results	2018-01
	Policyholder instruction - request to receive mailing	2021-01
E74	Incomplete question supplement for health question	2022-11
E77*	Transfer of ownership of non-registered GIC products	2021-12
E1*	Aerial activities questionnaire	2022-03
E26	Alcohol usage questionnaire	2012-10
E16A	Application for a change of dividend option	2008-04
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*	Application for conversion and exercising an option	2022-04
810-2799*	Application for life and/or critical illness insurance	2022-07
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	2021-12
E128*	Application for Premium Offset payment arrangement	2020-06
E226*^	Application for reinstatement - Clarica or Sun Long Term Care Insurance	2017-09
4549-E*	Application for reinstatement - Sun Retirement Health Assist	2023-03
E67	Application for reinstatement of life or critical illness insurance	2017-08
4535-E*	Application for Sun Retirement Health Assist	2022-10
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	2022-08
*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	2021-04
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	2011-03
E220*	Change form - Long term care insurance	2021-12
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	2022-04
4616*^	Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs)	2021-06
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	2018-02
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	2022-06
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	2021-02
4389	Foreign death questionnaire	2017-09
E259*	Foreign residence/travel questionnaire	2018-03
4065*	Health Coverage Choice application form (completed with an advisor)	2022-03
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	2023-01
E228*^	Important information you should know	2017-07
4540-E	Information about your application for Sun Retirement Health Assist and receipt	2021-06
4557	Third party determination	2021-04
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	2021-03
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	2022-03
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)	2022-04
4531	Out of Canada policy delivery authorization	2013-06
4612*^	Owner, annuitant, beneficiary change form - Sun Life Guaranteed Investment Funds	2021-06
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 (completed with an advisor)	2022-04
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.	2021-06
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	Mental health questionnaire	2021-04
810-2815*	RapidApp/Tele-interviewing application for life and/or critical illness insurance	2022-07
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	2022-03
E43	Request for confidential information regarding serving members of the Canadian Forces	2022-03
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	2021-09
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	2023-02
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
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
4539	Sun Retirement Health Assist - policy review checklist	2021-06
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)	2021-06
4622*^	Transfer authorization for registered investments - Sun Life Guaranteed Investment Funds (GIFs)	2021-06
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	2022-05
4830-I	Instruction page for completion of Identity verification, third party determination and politically exposed persons (PEP) for individual owners	2022-05
4831-E*	Identity verification and third party determination for entity owners	2022-05
4831-I	Instruction page for completion of Identity verification and third party determination for entity owners	2021-10
E4355*	Non face-to-face identity verification by agent or mandatary, third party determination and politically exposed persons (PEP)	2021-10
4842	Tax - Personal information change / correction	2017-06
4860-E*	Responsibility to report Parkinson's disease and specified atypical parkinsonian disorders	2022-03
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
4290-E	Unclaimed property search request	2021-11
4427	Transfer authorization for registered investments	2019-01
4428	Transfer authorization for non-registered investments	2019-01
4459	Written analysis to accompany Life Insurance Replacement Declaration	2015-11
	Manitoba Public Insurance – Driver Abstract/Claims Experience Letter Request Form	2021-01
5029-E	Legacy settlement option - Insurance GIC*	2020-12