Forms and applications

Please note when using or printing forms
  • You must use the latest version of all forms listed here.
  • * - These forms can be completed online.
  • ^ - When printing this form, you must use the Print prefilled form or Print blank form buttons on the form itself. Activate the form link (hover over the form name); next open the PDF, then select your print option.
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Note: All wealth applications & forms are now located on the Sun Life Global Investments website.

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NumberNameLast updated
5092-E

Identity verification for beneficiaries - Wealth - Individuals

 

2021-06
5094-E

Identity verification for beneficiaries - Wealth

 

2021-06
5091-E

Corporate Resolution (for an applicant/owner that is a Corporation)

 

2021-06
5114-E

Corporate Resolution (for a beneficiary that is a corporation)

 

2021-06
5115-E

Identity verification for entity beneficiaries

2021-06
5089-E

Identity verification for beneficiaries - Individuals

2020-12
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-EVoluntary consent for the collection, use and disclosure of favourable genetic testing results2018-01
 Policyholder instruction - request to receive mailing2017-07
E77*Transfer of ownership of non-registered GIC products2020-04
E1Aerial activities questionnaire2012-10
E26Alcohol usage questionnaire2012-10
E16AApplication for a change of dividend option2008-04
3318-E*Application for a payout annuity2021-06
4609Application for a prescribed transfer from a Manitoba Life Income Fund (LIF) to a Prescribed Retirement Income Fund (PRIF) contract2014-11
E16BApplication for a Withdrawal or Transfer of funds2020-06
E328Application for change to an existing critical illness policy2017-09
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
2021-01
E322*Application for one-time unlocking of up to 50 per cent of Alberta LIRA2016-02
E110Application for policy change, reinstatement and/or reconsideration of rating2021-01
E128*Application for Premium Offset payment arrangement2020-06
E226*^Application for reinstatement - Clarica or Sun Long Term Care Insurance2017-09
4549-E*Application for reinstatement - Sun Retirement Health Assist2021-06
E67Application for reinstatement of life or critical illness insurance2017-08
4535-E*

Application for Sun Retirement Health Assist

2021-06
E294Application to redeem locked-in money due to shortened life expectancy2016-01
E27Assignment of policy (collateral) - (uniform provinces)2013-01
E82*Transfer of ownership2021-06
*E268Asthma, bronchitis, or respiratory questionnaire2017-12
E256Attending physician's diabetic questionnaire2012-08
E72Authorization For Advance Payment Of Death Benefit2006-08
5981A-75Authorization for the disclosure of a driving record by the Société de l'assurance automobile du Québec2014-10
4376Authorization to disclose information to my advisor/LTCI specialist on life, critical illness and/or long term care insurance applications2020-06
E276Consent and release of personal information (formerly Authorization to disclose medical information) will be sent by Sun Life Financial, if required. 
4353Authorization to move money from non-registered contracts to Tax-Free Savings Account guaranteed savings contracts2008-12
E157Authorization to move money to non-registered guaranteed savings policies2021-04
E4*Aviation questionnaire2018-07
E22*Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP / RRIF / TFSA (not applicable in Quebec)2014-09
E83*Beneficiary change request form2020-06
E84Beneficiary Claim Statement2017-11
4596*^Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs) 2020-11
10127 (Canada Life Form)Canada Life Policy Exchange Form2003-07
E29*Cancel contingent owner form2016-09
E4207Certificate of Incumbency2008-04
E220*Change form - Long term care insurance2021-06
906-0185*Change of Address/Telephone Number/E-mail Address2020-07
4710-WSH*Changing investment options or changing plan type to a SunUniversalLife II, SunUniversalLife Pro or a Sun Par plan on a pending application form2019-09
4616*^Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs) 2020-11
E203Critical Illness Insurance - Claimant statement2019-11
E306Critical Illness Insurance - Physician's statement - ALS and Motor Neuron Disease2017-09
E303Critical Illness Insurance - Physician's statement - Benign brain tumour2017-10
E201Critical Illness Insurance - Physician's statement - Cancer2017-10
E304Critical Illness Insurance - Physician's statement - Coma 2017-10
E199Critical Illness Insurance - Physician's statement - Heart attack2017-10
E305Critical Illness Insurance - Physician's statement - Multiple Sclerosis2019-02
E200Critical Illness Insurance - Physician's statement - Stroke/Cerebrovascular Accident (CVA)2017-10
4407Critical illness out of country diagnosis questionnaire2010-05
E35Date of birth - confirmation2006-09
E99Declaration of death by estate trustee2007-05
4573-E*International tax self-certification for individuals2020-06
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
E113Declaration of transmission2010-08
4715*^Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds2020-11
4137Dental claim form for Personal Health Insurance2016-08
E161Direct transfer to payout annuity2020-11
E14Disability claim - Attending physician's statement of disability2017-10
E13Disability claim - Claimant's statement2017-09
E15Disability claim - Employer's statement2012-05
E257Driver record authorization2017-10
E263Driving history questionnaire2012-08
E12*Drug questionnaire2019-12
E206Electronic funds transfer (EFT) for payout annuity products2020-11
4136Extended Health Care claim form for Personal Health Insurance2016-08
E45*Family history questionnaire2017-06
*E96Financial questionnaire2021-02
4389Foreign death questionnaire2017-09
E259*Foreign residence/travel questionnaire2018-03
4065*Health Coverage Choice application form (completed with an advisor)2021-04
MV2680 (ICBC Licensing support form)ICBC Driver's Licence Abstract Request or Certified Record(s)2003-04
4105Identity 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
4525Impaired annuities medical form2017-08
E228*^Important information you should know2017-07
4540-EInformation about your application for Sun Retirement Health Assist and receipt2021-06
4557Third party determination2021-06
4104Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Life insurance)N/A
4545*International tax classification for an entity2020-06
4545-I*Instruction page for completion of International tax classification for an entity2017-07
E98Irrevocable 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 Funds2021-03
E73Letter of authorization - Non-residents (CRA)2013-02
4388Life claims disappearance questionnaire2010-01
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
E222Long term care insurance - Attending physician's statement2017-09
E221Long Term Care insurance - Claimant's statement2020-04
4299Mailing labels for in-force business (blue)2006-04
4300Mailing labels for new business (yellow)2006-04
4416Manitoba withdrawal/unlocking application - LIRA/LIF2010-06
E223Medical information and functionality ability questionnaire for long term care insurance2017-10
E19*Motor Racing Questionnaire2020-10
E17Mountain Climbing Questionnaire2012-10
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
4390Notice of movable hypothec without delivery (Quebec)2010-06
4610*^Order ticket - Sun Life Guaranteed Investment Funds (GIFs) 2021-06
4531Out of Canada policy delivery authorization2013-06
4612*^Owner, annuitant, beneficiary change form - Sun Life Guaranteed Investment Funds 2020-11
E298Pain questionnaire - long term care insurance2012-10
E53*Payee designation change for critical illness insurance policies2015-10
E323Personal Health Insurance - Add family member2014-09
E327Personal Health Insurance - Add optional benefit2014-09
E326Personal Health Insurance - Address change2008-04
4386*Personal Health Insurance - Application for dependants previously insured with PHI2017-12
E325Personal Health Insurance - Date of birth correction2009-02
4371Personal Health Insurance - Declaration of death2009-05
E324Personal Health Insurance - Name change or correction2009-02
4392Personal Health Insurance - Pre-authorized chequing (PAC) authorization for Web applications2009-10
4360Personal Health Insurance - Pre-authorized chequing (PAC) or Credit card authorization2018-06
4380Personal Health Insurance - Remove dependant2012-03
4366Personal Health Insurance - Remove optional benefit2012-03
E118Personal Health Insurance - terminating coverage with Sun Life Assurance Company of Canada2012-07
4584Personal 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)2021-04
4624*^Personal information change or correction - Sun Life Guaranteed Investment Funds2020-11
E80Policy Loan Request2018-11
E229*Policy owner authorization to exercise policy options or make changes to your policy2016-08
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
3493Pre-underwriting guide - Sun Critical Illness Insurance2015-02
E261Proof of Claim of Assignee - Uniform Provinces2005-06
E275Proof of claim of hypothecary creditor (Quebec)2009-08
E65Proof of Death/Physician's Statement2013-11
*E264Mental health questionnaire2021-04
810-2815

Temporary fillable/printable PDF for non face-to-face process PDF


RapidApp/Tele-interviewing application for life and/or critical illness insurance

2021-01
E36*Release of beneficiary's interest2014-09
E37Release of interest of assignee (uniform provinces)2013-02
E42Release of interest of movable hypothec (Quebec)2013-02
906-0220*Request for CNA Term to SunUniversalLife Conversion Illustration2016-03
E44Request for confidential information regarding persons discharged from the Armed Forces2012-11
E43Request for confidential information regarding serving members of the Canadian Forces2012-11
E273Request for disclosure of reasons for underwriting decision2014-07
E20Request for information from medical records2012-10
906-0225*^Request for Service Advisor2016-01
810-1625*Request for Sun product in-force illustration2019-09
E79*Request to cancel your insurance policy2020-07
4352*Request to surrender a term certain payout annuity2020-11
4351Request to unlock up to 50 per cent of Federal RLIF2012-11
E277Responsibility to report cancer or benign brain tumour 2017-11
E25Scheduled automatic withdrawals from a guaranteed wealth product2012-05
4656*Skiing, snowboarding and/or snowmobiling questionnaire2019-12
4255Source of funds declaration (for Bermuda use only)2010-06
E297*Spousal consent to transfer to a Life Income Fund (LIF) - Ontario2016-07
E167Spousal declaration2005-07
E2Disabled Child Coverage2017-01
4417-FEDSpousal status declaration for deceased contract owner - Locked-in funds for federal pensions2011-08
4417-ABSpousal status declaration for deceased contract owner - Locked-in funds in Alberta2011-08
4417-BCSpousal status declaration for deceased contract owner - Locked-in funds in British Columbia2011-08
4417-MBSpousal status declaration for deceased contract owner - Locked-in funds in Manitoba2011-08
4417-NBSpousal status declaration for deceased contract owner - Locked-in funds in New Brunswick2012-02
4417-NLSpousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador2011-11
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 Ontario2018-01
4417-QCSpousal status declaration for deceased contract owner - Locked-in funds in Quebec2011-08
4417-SKSpousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan2011-08
4391Successor annuitant change form2020-01
4604*Sun GIF Solutions - Request to add Estate and/or Income Series 2020-11
4603*Sun Life Guaranteed Investment Funds (GIFs) - Nominee & Intermediary ApplicationN/A
4601*Sun Life Guaranteed Investment Funds (GIFs) - Non-Registered/Registered/Locked-in ApplicationN/A
4602*Sun Life Guaranteed Investment Funds (GIFs) - TFSA ApplicationN/A
4539Sun Retirement Health Assist - policy review checklist2021-06
810-3661*SunFlex Retirement Income - Performance-linked investments change request2020-11
810-3661A*SunFlex Retirement Income - Performance-linked investments change request for former Flexible Income Plan (FIP) clients2020-11
810-3662SunFlex Retirement Income - Request for an income advance2020-11
810-3660SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity2020-11
E318Application for access to the policy fund when disabled - Claimant's statement of disability2017-01
E319Application for access to the policy fund when disabled - Attending physician's statement of disability2017-01
E272*Early death benefit beneficiary election or change2019-09
E279Telephone access for client inquiries or transactions change form2009-10
4379*^Third party authorization form2014-06
4623*^Third party authorization form - Sun Life Guaranteed Investment Funds2020-11
4613*^Transaction authorization - Sun Life Guaranteed Investment Funds2020-11
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
4378Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership2020-11
E63Transfer registered assets from another company to a registered product2008-12
E9*Translator services declaration (For use on life, critical illness and long term care insurance applications.)2020-06
E24*Underwater diving questionnaire2019-12
4693*Use of tobacco and nicotine products questionnaire2018-07
E81Withdrawal or transfer from a guaranteed wealth product2020-11
E28*Contingent owner change form2019-07
E154W*Investment account change and allocation2020-05
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 owners2021-06
4830-I-E*Instruction page for completion of Identity verification, third party determination and politically exposed persons (PEP) for individual owners2017-06
4831-E*Identity verification and third party determination for entity owners2021-06
4831-I-E*Instruction page for completion of Identity verification and third party determination for entity owners2019-02
E4355*Non face-to-face identity verification by agent or mandatary, third party determination and politically exposed persons (PEP)2020-07
4842Tax - Personal information change / correction2017-06
4860-E*Responsibility to report Parkinson's disease and specified atypical parkinsonian disorders2017-11
4545-NFE-EInstructions for completion of International tax classification for a non-financial entity2018-02
4915-ECritical illness insurance - Physician's statement - Heart surgery2018-05
4916-ECritical Illness Insurance - Physician's statement - Alzheimer's disease2018-05
4917-ECritical illness insurance - Physician's statement - Parkinson's disease2018-05
4918-ECritical illness insurance - Physician's statement - Acquired brain injury (ABI)2018-05
4919-ECritical illness insurance - Physician's statement - Major organ failure including kidney2018-05
E276-MAILCNEConsent and release of personal information2018-05
E276-MAILWESTConsent and release of personal information2018-05
E276-MAILQCConsent and release of personal information2018-05
E276-FAXConsent and release of personal information2018-05
E276-SUNPHIConsent and release of personal information2018-05
N/ANotice of Replacement of Insurance of Persons Contract available online in electronic format only on the Autorité des marchés financiers website. (Quebec)N/A
4968-ECritical illness insurance - Physician's statement - Loss of Independent Existence (LOIE)2019-05
4969-ECritical illness insurance - Physician's statement - Blindness, Deafness or Loss of speech 2019-05
4970-ECritical illness insurance - Physician's statement - Paralysis2019-05
4971-ECritical illness insurance - Physician's statement - Severe burns or Loss of limbs2019-05
5029-E

Legacy settlement option - Insurance GIC*

2020-12