As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments.

Applications and forms

Important information about fillable web forms

Fillable web forms may not work in certain internet browsers such as Google Chrome. If this occurs, try right clicking on the form and select “Save As” to your desktop. The saved PDF on your desktop should open.

Fillable web forms may also produce inconsistent results when saving in some PDF readers such as Adobe Reader. If this occurs, you can print forms and fill them in manually. We are currently looking into updating all web forms to make them savable.

If you have any questions or need help, send an email or call 1-877-344-1434.

Form enhancements

Some of our forms have recently gone through a number of enhancements. Check out the list of forms that have been updated.

*The following link points to the applicable provincial website where the form can be found

*Note: Addendums for AB and BC Jurisdictions do not require client signature

Note: Links to federal and provincial government websites included below are provided for convenience only and are operated independently from SLGI’s website. By selecting any one of these links, you will leave the SLGI website and you acknowledge and agree that when you access such sites you do so at your own risk and that SLGI assumes no responsibility for the accuracy or appropriateness of their information, data, documents, advice, or statements.

If you experience problems accessing any of the links included below, please call SLGI at 1-877-344-1434 between the hours of 8 a.m. and 8 p.m. Eastern time, Monday to Friday, or send an email to

Federal Pension Benefits Standard Act


British Columbia


New Brunswick

Newfoundland and Labrador

Nova Scotia