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SunLife Forms

(Claim Forms below)

Also available on SunLife.ca

16A - Application for a change of dividend option

16B - Application for a Withdrawal or Transfer of funds

128 - Application for Premium Offset payment arrangement

82 - Assignment of policy absolute (Transfer of ownership)

276 - Authorization to disclose medical information

83 - Beneficiary change request form

906-0185 - Change of Address/Telephone Number/E-mail Address

203 - Critical Illness Claim Form

18 - Declaration of smoking status

4104 - Identity verification, third party determination and politically exposed foreign persons (PEFP) form

73 - Letter of Authorization - Non-Residents (CRA)

4373-W- Limited authorization

85 - Name change or correction

80 - Policy Loan Request

229 - Policy owner authorization to exercise policy options or make changes to your policy

75 - Pre-authorized chequing (PAC) authorization

4354 - Premium frequency change

906-0225 - Request For Service Representative

79 - Request to surrender your insurance policy

312 - Sun Limited Pay life policy - Client service request

313 - SunTerm Policy - Client service request

310 - SunUniversalLife Policy or SunUniversal Life MAX - Client service request for a policy issued in Canada

96 - Supplementary financial statement

4379 - Third party authorization form


Claim Forms

72 - Authorization For Advance Payment Of Death Benefit

84 - Beneficiary Claim Statement

4389 - Foreign death questionnaire

65 - Proof of Death/Physician's Statement

14 - Disability claim - Attending physician's statement of disability

13 - Disability claim - Claimant's statement

15 - Disability claim - Employer's statement

203 - Critical Illness Claim Form

 

 

 

 
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