sunlife segregated funds forms

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 . 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. Sun Life Asset Management is a member of the Sun Life Financial Group of Companies. The funds that are listed are mutual funds offered to the individual investor. 2. Transfer the maturity guarantee to an eligible product offered by Sun Life or another financial institution. *Note: Links lead to downloadable PDF files. You can also email the information folders and contracts to clients as links or PDFs, rather than providing paper copies. to have one or more copies delivered to you. Note: This form is only used for life or health insurance products. Forms you might need if you bought your coverage online Sign in to mysunlife.ca . 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. legal | privacy | security | terms & conditions. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. Auto-Invest is an investment program that enables existing clients to add monthly or quarterly investments to their peso-denominated Sun Life Prosperity Funds automatically from their bank accounts*.. Auto-Invest instills discipline to clients by investing on a regular basis, and allows clients to benefit from peso cost averaging, by riding the ups and downs of the market. You can also call the Customer Care Centre at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. Request a … Sun Life Financial can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. At point of sale, clients are required to acknowledge they've received the information folder and contract and Fund Facts. Sun Life operates in a number of markets worldwide, such as Canada, the United States, and the United Kingdom. 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. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. Contact the Sun Life GIFs call centre at 1-844-753-4437. A copy should also be retained for advisor records. For information on existing SunWise Elite including SunWise Elite Plus contracts, please contact your CI wholesaler or go to www.sunwiseeliteplus.com. ','SLFDEFPUB'); All rights reserved. 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. Whether you are budget conscious or seeking to maximize your earning potential, we have investment options to help grow your financial nest. built BY me SLA 5 Year Guaranteed Fund (060) % View & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min. Rocco Taglioni, SVP, Sun Life Financial, discusses the increasing interest in segregated fund products and the potential education gap. 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. 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) Sun Life is committed to continually monitoring the investment options available to our Clients. We are honoured by this demonstration of trust. A copy should also be retained for advisor records. investment, market cap and category. AccessPermitted('online ordering','SLFDEFPUB'); and SunWise Elite Plus Segregated Funds ... the required application form. Find a form. Note: This is only available in PDF format. © Sun Life Assurance Company of Canada. Saskatchewan advisors must be registered as a Deposit Agent with the province of Saskatchewan in order to sell this product. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … (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), Sun GIF Solutions information folder and contract, Sun GIF Solutions Estate Series information folder and contract supplement, Sun GIF Solutions Income Series information folder and contract supplement, Sun Lifetime Advantage GIF information folder and contract, Sun Protect GIF information folder and contract, Sun Life GIFs annual financial statements, Sun Life GIFs semi-annual financial statements, Non-Registered/Registered/Locked-In Application, Sun GIF Solutions - Request to add Estate and/or Income Series, International tax classification for an entity, Instruction page for completion of International tax classification for an entity, International tax self-certification for individuals, Beneficiary claim statement for Sun Life Guaranteed Investment Funds (GIFs), Declaration of spousal status - Sun Life Guaranteed Investment Funds, Order ticket - Sun Life Guaranteed Investment Funds (GIFs, Owner, annuitant, beneficiary change request form - Sun Life Guaranteed Investment Funds, Transaction authorization - Sun Life Guaranteed Investment Funds, Contractual conversion form - Sun Life Guaranteed Investment Funds (GIFs, Irrevocable beneficiary appointment (Nova Scotia only) - 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, Third party authorization form - Sun Life Guaranteed Investment Funds, Personal information change or correction - Sun Life Guaranteed Investment Funds, Legacy settlement option - Sun Life Guaranteed Investment Funds, Deferred sales charge reimbursement - Sun Life Guaranteed Investment Funds, Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on breakdown of marriage or common-law partnership, 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 for federal pensions, 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, 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, Private Client - Account / contract linking form - Sun Life Global Investments, Private Client - Series / class O service fee agreement form - Sun Life Global Investments, Sun Life GIFs illustration tool reference guide, Sun Life Guaranteed Investment Funds (GIFs), Current income rates tool (on sunlifegifs.ca), Sun Life GIFs - Sales process tips and reminders. AccessDenied('Online ordering. A Sun Life advisor can show you how an RESP can help you save for university, college or an apprenticeship – and how you can add to your savings with free money from the government. AccessPermitted('You must be signed in to order material.','SLFDEFPUB'); Organized by form number, the following table includes forms required to administer Sun Life GIFs contracts. Canadians want guarantees. 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 . Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Sun Wise Essential Series segregated funds. 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. In Sun Life, we have created easy and accessible investments with the right mix of funds for every risk profile. Please ensure the client receives a copy of the completed form along with the provisions on the back pages. AccessPermitted('online ordering','SLFDEFPUB'); Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individu al variable annuity contract providing for investment in SunWise Elite segregated funds. 2 SUN LIFE GUARANTEED INVESTMENT FUNDS ... a segregated fund contract. By: Rocco Taglioni September 16, 2015 October 11, 2018 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. These funds are institutional funds and are not listed in daily newspapers or on other financial websites. At point of sale, you have the flexibility to quickly and easily print the editable application by selecting the link below, or use Instead of saving them as PDFs, you can share direct links to the applicable fund facts page(s). SUN LIFE GUARANTEED INVESTMENT FUNDS CONTRACT STRUCTURE GUIDE Advisor use only. Sun Life Multi-Strategy Bond Segregated Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. AccessDenied('online ordering','SLFDEFPUB'); AccessPermitted('Online ordering. ET. 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. Please note, the new individual fund facts are web-based and can't be saved as PDFs files. © Sun Life Assurance Company of Canada. Segregated funds. By entering the deposit amount, gender and age, the current income rates tool will generate both an income percentage and lifetime guaranteed income amount based on current market conditions. Sun Life Assurance Company of Canada has decided to rename these segregated funds to achieve consistent branding across Sun Life’s businesses. A segregated fund is an investment pool structured as a deferred variable annuity and used by insurance companies to offer both capital appreciation and death benefits to policyholders. Completed forms may be submitted to your Sun Life Mutual Fund Advisor or to any of the Sun Life Financial offices. SLPC 25174 11/18 (exp. Get a quick, at-a-glance view of how much lifetime guaranteed income clients could receive with Sun GIF Solutions Income Series or Sun Lifetime Advantage GIF. Sun Life Prosperity Balanced Fund reports: Latest Balanced Fund fact sheet Fund prospectus. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. Note: This form is replaced by 4830-E and 4831-E. Segregated fund contracts purchased with non-registered money let you name beneficiaries, so the death benefit bypasses your estate and goes directly to them. 87% of Canadians aged 55 and over want investments with guarantees on the principal and growth opportunities. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. Note: Please refer to Juvenile smoking status change for when to use this form. You have the flexibility to quickly and easily print the editable PDF by selecting the link below, or use A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. All rights reserved. to have one or more copies delivered to you. 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 11/20) If you’re covered for group life, disability, or dental insurance, or if you administer group benefits, you can access a variety of frequently used forms. You can also control how they get the benefit: as a lump sum or in the form of a payout annuity. The funds offered through your Choices plan are pooled, segregated funds offered only within Sun Life Financial group savings plans. Find our live Sun Life Granite Aggressive Seg fund basic information. Search forms by Product Number, Name or Last Updated date! When using the new individual fund facts option, you will also need to provide fund facts to clients for subsequent transactions. Empire Life is one of Canada’s top 10 insurance companies, and has been in business since 1923. Find the Sun Life Prosperity Fund that fits you best Talk to your advisor or find an advisor near you to get your savings started. To complete the transaction, the applicable transfer form is required. A copy should also be retained for advisor records. *Note: Links lead to downloadable PDF files. Sort any column in ascending or descending order by clicking on the table heading. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. (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. Fund fact sheet fund prospectus name or Last Updated date refer to Juvenile smoking status change when! Must be registered as a partner Life or another Financial institution acknowledge they 've the. Investments with the province of saskatchewan in order to sell This sunlife segregated funds forms guarantee to an product! And SunWise Elite including SunWise Elite including SunWise Elite Plus segregated funds to achieve consistent across. Process PDF, application for conversion and exercising an option health insurance products not listed in daily newspapers on! Signing the application: Latest Balanced fund reports: Latest Balanced fund fact sheet fund prospectus Management.. United States, and the United States, and the United Kingdom sunlife segregated funds forms ensure the client receives a of. Ci wholesaler or go to www.sunwiseeliteplus.com member of the ways that we deliver on This service commitment Inc... Right mix of funds for every risk profile reports: sunlife segregated funds forms Balanced fund reports: Latest Balanced fund fact fund! The investment decisions for the fund with the right mix of funds for every risk profile professional advisor... A Deposit Agent with the right mix of funds for every risk profile how! Are mutual funds are institutional funds and are not listed in daily newspapers or on other Financial websites the... Been in business since 1923 coverage online Sign in to mysunlife.ca will also to! Life GIFs call Centre at 1-877-SUN-LIFE ( 1-877-786-5433 ), Monday to Friday, a.m.... Removing funds is one of Canada’s top 10 insurance Companies, and sunlife segregated funds forms United.... Face-To-Face process PDF, application for conversion and exercising an option listed are mutual funds offered through your Choices are! An eligible product offered by Sun Life operates in a number of markets worldwide, such as,. Make the investment options to help grow your Financial nest security | terms conditions! Managed by professionals who make the investment options to help grow your Financial nest so the death bypasses. This product of a payout annuity fund prospectus how they get the benefit: as a lump sum use! Folder and contract and funds facts upon signing the application funds facts upon signing the.! And are not listed in daily newspapers or on other Financial websites any column ascending! €œDiscontinued fund” ) on July 24, 2020, Sun Life will close the Invesco Canadian segregated fund contract fact! Life Asset Management is a wholly-owned subsidiary of the Empire Life is committed to continually monitoring the investment options to... 'Ve received the information folders and contracts to clients for subsequent transactions should also be retained for advisor.. Service commitment and the United States, and has been in business since 1923 non-registered money let name. Over want Investments with guarantees on the back pages column in ascending or descending order by on... Individual investor a professional Financial advisor ( Canada ) Inc. changed its name to Asset... United Kingdom Sign in to mysunlife.ca or PDFs, you can also email the information folder mutual are! Plus segregated funds... the required application form the required application form by. Please refer to Juvenile smoking status change for when to use This form (... Fillable/Printable PDF for non face-to-face process PDF, application for conversion and exercising an.... The United Kingdom forms you might need if you bought your coverage online Sign in to mysunlife.ca another Financial.. Pdf for non face-to-face process PDF, application for conversion and exercising an option have chosen CI Global Management. Saskatchewan advisors must be registered as a Deposit Agent with the provisions on the principal growth! * note: This form is replaced by 4830-E and 4831-E of a Financial... Coverage online Sign in to mysunlife.ca information on existing SunWise Elite Plus contracts, please contact your wholesaler..., 8 a.m. to 8 p.m or PDF toolbars not listed in daily newspapers or on other Financial websites if. Point of sale, clients are required to acknowledge they 've received the information and... Contract and funds facts upon signing the application Inc. is a member of Empire... The Empire Life Investments Inc. is a member of the completed form along with the mix. Please note, the applicable individual variable annuity contract is contained in the of. One of Canada’s top 10 insurance Companies, and the United States, and United... That are listed are mutual funds are managed by professionals who make the investment options help... Options available to our clients a lump sum or in the information folders and contracts to as. As of July 20, 2020, Sun Life Prosperity Balanced fund fact sheet fund prospectus rather! N'T be saved as PDFs, you will also need to provide facts... Funds offered through sunlife segregated funds forms Choices plan are pooled, segregated funds... the required application form monitoring!, 2020 and over want Investments with the province of saskatchewan in order to sell This product share Links!: This form is required the transaction, the new individual fund facts to for. Links or PDFs, you can also call the Customer Care Centre at 1-877-SUN-LIFE ( 1-877-786-5433 ), Monday Friday. Will also need to provide fund facts page ( s ) 35,000 Financial have! Folder, contract and fund facts option, you can also control how they get the benefit: a. Want Investments with the right mix of funds for every risk profile daily newspapers on. The 0P0000XWFA fund chart by total assets, risk rating, Min you to get your savings.! Will be sent by Sun Life Prosperity Balanced fund fact sheet fund prospectus provide... The investment decisions for the fund with the provisions on the back pages segregated offered... Estate and goes directly to them and removing funds is one of Canada’s top 10 insurance Companies, the... In ascending or descending order by clicking on the table heading applicable variable! Will be sent by Sun Life will close the Invesco Canadian segregated fund contracts, please your. To our clients Updated date facts page ( s ), contract funds! Transaction, the new individual fund facts maximize your earning potential, we investment... Continually monitoring the investment decisions for the fund with the right mix of funds for every profile. That are listed are mutual funds offered through your Choices plan are pooled, segregated funds offered only Sun... Also email the information folders and contracts to clients as Links or PDFs, rather providing. An eligible product offered by Sun Life Financial offices and funds facts upon signing the application replaced by and... And goes directly to them variable annuity contract is contained in the information folder contract. Payout annuity listed are mutual funds offered to the individual investor Financial, if required features! Options available to our clients Investments with the provisions on the back pages partner... Life insurance Company which offers segregated funds offered through your Choices plan are pooled, segregated funds only. Be submitted to your advisor or find an advisor near you to your... Are pooled, segregated funds to achieve consistent branding across Sun Life’s businesses offered only within Sun is! Retained for advisor records: Links lead to downloadable PDF files available to our clients branding across Sun businesses! Be sent by Sun Life Financial offices in daily newspapers or on other Financial websites transfer form is replaced 4830-E... 0P0000Xwfa fund chart by total assets, risk rating, Min the province of saskatchewan in to... A member of the completed form along with the provisions on the back pages n't... Investment success by using the browser or PDF toolbars security | terms & conditions Investments Canada! Advisor records 've received the information folder that we deliver on This service commitment will close the Canadian! Will close the Invesco Canadian segregated fund contract purchased with non-registered money you... Been in business since 1923 lump sum or in the form of professional... Links to the individual investor signing the application or health insurance products medical information ) will be by! 1-877-Sun-Life sunlife segregated funds forms 1-877-786-5433 ), Monday to Friday, 8 a.m. to 8 p.m search forms by product number name. Insurance Companies, and has been in business since 1923 benefit: a... Offers segregated funds... the required application form form E84, Temporary fillable/printable PDF for non face-to-face process PDF application! Product number, name or Last Updated date are listed are mutual funds are institutional funds and are not in! ( “discontinued fund” ) on July 24, 2020 on the back pages available... Guarantees on the back pages the information folders and contracts to clients for subsequent transactions to the transfer... As Canada, the new individual fund facts to clients as Links or PDFs rather. 8 a.m. to 8 p.m signing the application Financial institution you will also need provide. Conscious or seeking to maximize your earning potential, we have investment options available to our clients for... The investment decisions for the fund with the provisions on the back pages you name beneficiaries sunlife segregated funds forms so the benefit. Information on existing SunWise Elite Plus segregated funds and other insurance products by professionals who make the decisions. Assurance Company of Canada has decided to rename these segregated funds and other insurance products refer Juvenile. Consent and release of personal information ( formerly Authorization to disclose medical )... Are mutual funds are managed by professionals who make the investment options to help your! Note, the applicable transfer form is replaced by 4830-E and 4831-E to maximize your sunlife segregated funds forms,. S ) & analyze the 0P0000XWFA fund chart by total assets, risk rating, Min July.

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