November 26, 2020
Sun Life Investment GIF e-App: Launching in January
You asked and we listened. Especially now in an environment where face-to-face meetings are not always an option, we’re pleased to announce that we’re launching our Investment GIF e-App on January 11, 2021.
A better experience through GIF e-App
The functionality of GIF e-App will bring a whole bunch of benefits including:
- Single sign-on (SSO) to GIF e-App from Advisor secure site
- Dashboard listing “in-progress” and “submitted” applications
- Guided workflow for completing GIF applications, including:
- 4601 – application form for registered/non-registered
- 4830 – identity verification form
- 4621, 4622 – registered/non-registered transfer authorization forms
- Ability to upload wet-signed/required supplemental documentation by Client and/or advisor
- e-signature of completed forms
- Automatic email distribution to MGAs/Distributors
Further updates will follow later in 2021, including:
- TFSA application capability,
- Legacy Settlement Option form,
- Canada Post integration, and
- Additional forms and features.
Contacts:
For general questions, please call our Client Services Team at 1-877-SUN-LIFE (786-5433) and select option 3 and then 4.
For technical questions, please contact Advisor Technology Support (ATS) by calling 1-800-800-4786 and selecting option 6 and then 1.