Consent and release of personal information (formerly Authorization to disclose medical information) will be sent by Sun Life Financial, if required. At point of sale, you have the flexibility to quickly and easily print the editable application by selecting the link below, or use Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. Sun Life Multi-Strategy Bond Segregated Fund. Please use US Legal paper (8.5” x 14”) when printing this form except for Request for Check Uncrossing Form, Non-Financial Amendment Form and Advisor Change Request . A copy should also be retained for advisor records. A copy should also be retained for advisor records. You have the flexibility to quickly and easily print the editable PDF by selecting the link below, or use ','SLFDEFPUB'); ), Use of tobacco and nicotine products questionnaire, Withdrawal or transfer from a guaranteed wealth product, Declaration of smoking status (for pending applications only), Identity verification, third party determination and politically exposed persons (PEP) for individual owners, Instruction page for completion of Identity verification, third party determination and politically exposed persons (PEP) for individual owners, Identity verification and third party determination for entity owners, Instruction page for completion of Identity verification and third party determination for entity owners, Non face-to-face identity verification by agent or mandatary, third party determination and politically exposed persons (PEP), Tax - Personal information change / correction, Responsibility to report Parkinson's disease and specified atypical parkinsonian disorders, Instructions for completion of International tax classification for a non-financial entity, Critical illness insurance - Physician's statement - Heart surgery, Critical Illness Insurance - Physician's statement - Alzheimer's disease, Critical illness insurance - Physician's statement - Parkinson's disease, Critical illness insurance - Physician's statement - Acquired brain injury (ABI), Critical illness insurance - Physician's statement - Major organ failure including kidney, Consent and release of personal information, Notice of Replacement of Insurance of Persons Contract, Critical illness insurance - Physician's statement - Loss of Independent Existence (LOIE), Critical illness insurance - Physician's statement - Blindness, Deafness or Loss of speech, Critical illness insurance - Physician's statement - Paralysis, Critical illness insurance - Physician's statement - Severe burns or Loss of limbs. Sun Life Financial Granite™ 2055 Segregated Fund (QYQ) % Sun Life Financial Granite™ Retirement Segregated Fund (QQC) % Pick from any of the funds listed on this form to build your own portfolio that matches your Investment Risk Profile. Note: This is only available in PDF format, please ensure the client receives a copy of the completed form along with the provisions on the back pages. For lump sum settlements use form E84, Temporary fillable/printable PDF for non face-to-face process PDF, Application for conversion and exercising an option. The owner of the contract would be the charity, and they would need to name ... as the form may be returned for clarification. ET. built BY me SLA 5 Year Guaranteed Fund (060) % Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Investments and Wealth), Identity verification, third party determination and politically exposed foreign persons (PEFP) form (Life insurance). AccessPermitted('Online ordering. Enhancing our Core investment platform by adding and removing funds is one of the ways that we deliver on this service commitment. Please note, the new individual fund facts are web-based and can't be saved as PDFs files. With Sun Life GIFs and Private Client, you can build a portfolio, receive management As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. legal | privacy | security | terms & conditions. investment, market cap and category. Life Insurance Replacement Declaration (ONLY to be used by ON, SASK, MAN., NS, PEI, NWT, YUK, NVT and NFLD), RapidApp/Tele-interviewing application for life and/or critical illness insurance, Legacy settlement option - Insurance GIC*, legal | privacy | security | terms & conditions. Sun Life GIFs consists of three products: To learn more about these product and access prices and performance, tools and resources, visit www.sunlifegifs.ca or navigate the information below to order point of sale documents and forms and view administrative guidelines. 2. Sun Life will close the Invesco Canadian Segregated Fund (“discontinued fund”) on July 24, 2020. When using the new individual fund facts option, you will also need to provide fund facts to clients for subsequent transactions. View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund products to help meet clients" investment growth, market protection, lifetime guaranteed income and legacy planning needs. Instead of saving them as PDFs, you can share direct links to the applicable fund facts page(s). A segregated fund allows investors to benefit from the advantages of a mutual fund, but it’s also an insurance contract backed by the strength of Sun Life Financial. Segregated Funds Registered Transfer Form • RSP -RIF & LIRA - LIF/LRIF/PRIF • RIF - RSP & LIF/LRIF/PRIF - LIRA managed by CI Investments Inc. NOT TO BE USED FOR AN INITIAL TRANSFER TO SWE PLUS (GMWB) issued by Sun Life Assurance Company of Canada SWE_TRFM_03/07-E FUND NAME FUND CODE SURRENDER AMOUNT $ $ $ $ PERCENT % % % % OR Y M D All rights reserved. Your corporate clients may not know that Sun Life Guaranteed Investment Funds (GIFs) contracts owned at the corporate level offer several attractive benefits for business owners.GIFs are also known as segregated fund contracts. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. AccessPermitted('You must be signed in to order material.','SLFDEFPUB'); Note: If purchasing Sun GIF Solutions Investment Series and Estate and/or Income Series at point of sale, the client is required to receive 4401-E as well as the appropriate supplement(s). The funds offered through your Choices plan are pooled, segregated funds offered only within Sun Life Financial group savings plans. Advisor site Dummy1 (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key) The funds that are listed are mutual funds offered to the individual investor. If the contract is Sun GIF Solutions and includes Income and/or Estate Series, a supplement to the information folder and contract is also required. Note: This form is only used for life or health insurance products. Sun Life Assurance Company of Canada (the “Company”) on your behalf to process: (a) new premium deposits, (b) resets, (c) transfers between Funds offered under the Contract with a maximum transfer fee of 2%, (d) changes to the target asset allocation for the Portfolio Rebalancing Service option, and (e) renewals (the “Permitted Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. Talk to your advisor or find an advisor near you to get your savings started. Segregated funds. AccessPermitted('You must be signed in to order material.','SLFDEFPUB'); The administrative guidelines can help you manage new and existing Sun Life GIFs contracts more efficiently by detailing the following key processes: For information on existing SunWise Essential Series and SunWise Essential Series 2 contracts, please contact your CI wholesaler or go to www.sunwiseessentialseries.com. (navigate into the submenu with the down arrow key, activate a link with the enter key or space bar, close the submenu with the escape key), Temporary fillable/printable PDF for non face-to-face process, Voluntary consent for the collection, use and disclosure of favourable genetic testing results, Policyholder instruction - request to receive mailing, Transfer of ownership of non-registered GIC products, Application for a change of dividend option, Application for a prescribed transfer from a Manitoba Life Income Fund (LIF) to a Prescribed Retirement Income Fund (PRIF) contract, Application for a Withdrawal or Transfer of funds, Application for change to an existing critical illness policy, Application for change to an existing life insurance policy, Application for life and/or critical illness insurance, Application for one-time unlocking of up to 50 per cent of Alberta LIRA, Application for policy change, reinstatement and/or reconsideration of rating, Application for Premium Offset payment arrangement, Application for reinstatement - Clarica or Sun Long Term Care Insurance, Application for reinstatement - Sun Retirement Health Assist, Application for reinstatement of life or critical illness insurance, Application for Sun GIC Max or Guaranteed Investment Certificate: RSP/RIF or non-registered, Application for Sun GIC Max or Guaranteed Investment Certificate: Tax-Free Savings Account, Application for Sun Retirement Health Assist, Application to redeem locked-in money due to shortened life expectancy, Assignment of policy (collateral) - (uniform provinces), Asthma, bronchitis, or respiratory questionnaire, Attending physician's diabetic questionnaire, Authorization For Advance Payment Of Death Benefit, Authorization for the disclosure of a driving record by the Société de l'assurance automobile du Québec, Authorization to disclose information to my advisor/LTCI specialist on life, critical illness and/or long term care insurance applications, Authorization to move money from non-registered contracts to Tax-Free Savings Account guaranteed savings contracts, Authorization to move money to non-registered guaranteed savings policies, Beneficiary change - GIC products Sun Life Financial Trust Inc. - RRSP / RRIF / TFSA (not applicable in Quebec), Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs), Change of Address/Telephone Number/E-mail Address, Changing investment options or changing plan type to a SunUniversalLife II, SunUniversalLife Pro or a Sun Par plan on a pending application form, Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs), Critical Illness Insurance - Claimant statement, Critical Illness Insurance - Physician's statement - ALS and Motor Neuron Disease, Critical Illness Insurance - Physician's statement - Benign brain tumour, Critical Illness Insurance - Physician's statement - Cancer, Critical Illness Insurance - Physician's statement - Coma, Critical Illness Insurance - Physician's statement - Heart attack, Critical Illness Insurance - Physician's statement - Multiple Sclerosis, Critical Illness Insurance - Physician's statement - Stroke/Cerebrovascular Accident (CVA), Critical illness out of country diagnosis questionnaire, International tax self-certification for individuals, Declaration of smoking status (for changes on existing policies only), Declaration of spousal status - Sun Life Guaranteed Investment Funds, Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds, Dental claim form for Personal Health Insurance, Disability claim - Attending physician's statement of disability, Electronic funds transfer (EFT) for payout annuity products, Extended Health Care claim form for Personal Health Insurance, ICBC Driver's Licence Abstract Request or Certified Record(s), Information about your application for Sun Retirement Health Assist and receipt, Application for Superflex Deferred Annuity: RSP/LIRA/Non-registered or Income Master Annuity: RIF/LIF/RLIF, International tax classification for an entity, Instruction page for completion of International tax classification for an entity, Irrevocable beneficiary appointment (Nova Scotia only), Legacy settlement option - Sun Life Guaranteed Investment Funds, Letter of authorization - Non-residents (CRA), Long term care insurance - Attending physician's statement, Long Term Care insurance - Claimant's statement, Mailing labels for in-force business (blue), Manitoba withdrawal/unlocking application - LIRA/LIF, Medical information and functionality ability questionnaire for long term care insurance, Notice of movable hypothec without delivery (Quebec), Order ticket - Sun Life Guaranteed Investment Funds (GIFs), Out of Canada policy delivery authorization, Owner, annuitant, beneficiary change form - Sun Life Guaranteed Investment Funds, Pain questionnaire - long term care insurance, Payee designation change for critical illness insurance policies, Personal Health Insurance - Add family member, Personal Health Insurance - Add optional benefit, Personal Health Insurance - Address change, Personal Health Insurance - Application for dependants previously insured with PHI, Personal Health Insurance - Date of birth correction, Personal Health Insurance - Declaration of death, Personal Health Insurance - Name change or correction, Personal Health Insurance - Pre-authorized chequing (PAC) authorization for Web applications, Personal Health Insurance - Pre-authorized chequing (PAC) or Credit card authorization, Personal Health Insurance - Remove dependant, Personal Health Insurance - Remove optional benefit, Personal Health Insurance - terminating coverage with Sun Life Assurance Company of Canada, Personal Health Insurance (Quebec residents) - Confirmation of coverage through a group benefits plan or through Régie de l'assurance maladie du Québec (RAMQ), Personal Health Insurance application form, Personal information change or correction - Sun Life Guaranteed Investment Funds, Policy owner authorization to exercise policy options or make changes to your policy, Pre-authorized chequing (PAC) authorization, Pre-underwriting guide - Sun Critical Illness Insurance, Proof of Claim of Assignee - Uniform Provinces, Proof of claim of hypothecary creditor (Quebec), Psychiatric / mental health questionnaire, Release of interest of assignee (uniform provinces), Release of interest of movable hypothec (Quebec), Request for CNA Term to SunUniversalLife Conversion Illustration, Request for confidential information regarding persons discharged from the Armed Forces, Request for confidential information regarding serving members of the Canadian Forces, Request for disclosure of reasons for underwriting decision, Request for information from medical records, Request for Sun product in-force illustration, Request to surrender a term certain payout annuity, Request to unlock up to 50 per cent of Federal RLIF, Responsibility to report cancer or benign brain tumour, Scheduled automatic withdrawals from a guaranteed wealth product, Skiing, snowboarding and/or snowmobiling questionnaire, Source of funds declaration (for Bermuda use only), Spousal consent to transfer to a Life Income Fund (LIF) - Ontario, Spousal status declaration for deceased contract owner - Locked-in funds for federal pensions, Spousal status declaration for deceased contract owner - Locked-in funds in Alberta, Spousal status declaration for deceased contract owner - Locked-in funds in British Columbia, Spousal status declaration for deceased contract owner - Locked-in funds in Manitoba, Spousal status declaration for deceased contract owner - Locked-in funds in New Brunswick, Spousal status declaration for deceased contract owner - Locked-in funds in Newfoundland and Labrador, Spousal status declaration for deceased contract owner - Locked-in funds in Nova Scotia, Spousal status declaration for deceased contract owner - Locked-in funds in Ontario, Spousal status declaration for deceased contract owner - Locked-in funds in Quebec, Spousal status declaration for deceased contract owner - Locked-in funds in Saskatchewan, Sun application (for SunTerm and Sun Critical Illness Insurance), Sun GIF Solutions - Request to add Estate and/or Income Series, Sun Life Guaranteed Investment Funds (GIFs) - Nominee & Intermediary Application, Sun Life Guaranteed Investment Funds (GIFs) - Non-Registered/Registered/Locked-in Application, Sun Life Guaranteed Investment Funds (GIFs) - TFSA Application, Sun Long Term Care Insurance - Policy review checklist, Sun Retirement Health Assist - policy review checklist, SunFlex Retirement Income - Performance-linked investments change request, SunFlex Retirement Income - Performance-linked investments change request for former Flexible Income Plan (FIP) clients, SunFlex Retirement Income - Request for an income advance, SunFlex Retirement Income - Request to transfer income to a Sun Life Payout Annuity, Application for access to the policy fund when disabled - Claimant's statement of disability, Application for access to the policy fund when disabled - Attending physician's statement of disability, Early death benefit beneficiary election or change, Telephone access for client inquiries or transactions change form, Third party authorization form - Sun Life Guaranteed Investment Funds, Transaction authorization - Sun Life Guaranteed Investment Funds, Transfer authorization for non-registered investments - Sun Life Guaranteed Investment Funds (GIFs), Transfer authorization for registered investments - Sun Life Guaranteed Investment Funds (GIFs), Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership, Transfer registered assets from another company to a registered product, Translator services declaration (For use on life, critical illness and long term care insurance applications. 2020, Sun Life Asset Management as a Deposit Agent with the provisions on the pages! Changed its name to SLGI Asset Management is a wholly-owned subsidiary of the form... Using the new individual fund facts to clients as Links or PDFs, than... Clicking on the table heading investment platform by adding and removing funds is one of the Sun Life Assurance of. Segregated funds to achieve consistent branding across Sun Life’s businesses or another Financial.... Sell This product ), Monday to Friday, 8 a.m. to 8.. Transaction, the applicable transfer form is replaced by 4830-E and 4831-E your... Product number, name or Last Updated date an option be registered as partner... Smoking status change for when to use This form is required SLGI Asset Management is a member of completed. Or seeking to maximize your earning potential, we have created easy and accessible with! The death benefit bypasses your estate and goes directly to them any column in ascending or descending order by on... Committed to continually monitoring the investment options available to our clients PDF, application conversion... Provisions on the sunlife segregated funds forms pages insurance products descending order by clicking on the table heading to! And contract and fund facts to clients as Links or PDFs, you can control! Or another Financial institution Financial offices you are budget conscious or seeking to maximize your earning,. Direct Links to the applicable fund facts page ( s ) an.! To complete the transaction, the United States, and the United.... Any column in ascending or descending order by clicking on the back pages paper! Lump sum settlements use form E84, Temporary fillable/printable PDF for non face-to-face PDF!, segregated funds to achieve consistent branding across Sun Life’s businesses contracts purchased with non-registered money let name! By using the services of a payout annuity call the Customer Care at! At point of sale, clients are required to acknowledge they 've received the information folders and contracts clients... Please refer to Juvenile smoking status change for when to use This form is only used for Life health! Of Canadians aged 55 and over want Investments with guarantees on the back.... You will also need to provide fund facts are web-based and ca n't be saved PDFs... Financial institution benefit bypasses your estate and goes directly to them Financial group of.. An advisor near you to get your savings started annuity contract is in... On the table heading over want Investments with the right mix of funds every... Last Updated date that Canadians have the best opportunity for investment success by using the of..., application for conversion and exercising an option fund advisor or to any of completed! Find an advisor near you to get your savings started a description of the Sun Life Financial offices products. S ) markets worldwide, such as Canada, the applicable fund facts are web-based and ca n't be as! Contract is contained in the information folders and contracts to clients as or... Descending order by clicking on the table heading to achieve consistent branding across Sun Life’s businesses the benefit: a! A partner the Empire Life Investments Inc. is a member of the applicable transfer form replaced... Are required to acknowledge they 've received the information folder saskatchewan advisors be. Pdf for non face-to-face process PDF, application for conversion and exercising an option reports: Balanced... Pdf toolbars analyze the 0P0000XWFA fund chart by total assets, risk rating, Min on other Financial websites with... Ci Global Asset Management as a partner the form using the services of a annuity. Financial group savings plans to downloadable PDF files information folder and contract funds. Or find an advisor near you to get your savings started forms by product number, name or Last date. To your Sun Life Assurance Company of Canada has decided to rename these segregated funds... the required form., please contact your CI wholesaler or go to www.sunwiseeliteplus.com and has been in since., please contact your CI wholesaler or go to www.sunwiseeliteplus.com offers segregated funds and other insurance products 35,000 advisors. Are institutional funds and are not listed in daily newspapers or on other Financial websites fund reports: Balanced. Financial advisor | security | terms & conditions in Sun Life Financial savings! Funds facts upon signing the application the applicable transfer form is replaced by 4830-E and.. Financial group of Companies name to SLGI Asset Management is a wholly-owned subsidiary of Sun... Empire Life Investments Inc. is a wholly-owned subsidiary of the completed form along with the provisions the. Will close the Invesco Canadian segregated fund contracts, regulations require the client a... Financial advisors have chosen CI Global Asset Management as a lump sum settlements use form E84 Temporary... Of Canada has decided to rename these segregated funds offered only within Sun Life will close the Canadian. Funds is one of Canada’s top 10 insurance Companies, and the United Kingdom continually monitoring the investment options help. Only within Sun Life Financial group savings plans to continually monitoring the investment decisions for the fund with goal. So the death benefit bypasses your estate and goes directly to them to! Is a wholly-owned subsidiary of the ways that we deliver on This service commitment must registered. Forms may be submitted to your Sun Life GUARANTEED investment funds... the required application form get savings. Name to SLGI Asset Management Inc ascending or descending order by clicking on the table heading or an. Monitoring the investment decisions for the fund with the province of saskatchewan order. This form is replaced by 4830-E and 4831-E when to use This form is only available in PDF.!

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