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

Help! Why won't my forms open?
 

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 link 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.

Mutual funds

Form name Form #
Estate Claim Form EST CLM-E
Estate Settlement Guidelines:  
Client name registered plans (non locked-in) including TFSA Est Guide-CN RSP-E
Non-registered (Cash) accounts- Individual accounts Est Guide-Csh Ind-E
Non-registered (Cash) accounts- Joint accounts Est Guide-Csh JT-E

Form name Form #
Personal Information Change Pers Info-E

Form name Form #
Rebalancing Service form 4825-E

Form name Form #
Pre-authorized Chequing Agreement PACAGT-E

Form name
Alberta - Addendum to the Retirement Savings Plan Fund Declaration of Trust Establishing a Locked in Retirement account*
Alberta - Addendum to the Retirement Income Fund Declaration of Trust Establishing Life Income Fund*
British Columbia - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund*
British Columbia - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Retirement Savings Plan*
Federal - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund
Federal - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Registered Retirement Savings Plan
Federal - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Restricted Life income Fund
Federal - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Restricted Locked-In Savings Plan
Manitoba - Addendum to the Retirement Income Fund Declaration of Trust*
Manitoba - Addendum to the Retirement Income Fund Declaration of Trust Establishing Life Income Fund*
Manitoba - Addendum to the Retirement Savings Plan Fund Declaration of Trust Establishing a Locked in Retirement account*
New Brunswick - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund
New Brunswick - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Retirement Account
Newfoundland & Labrador - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund
Newfoundland & Labrador - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Retirement Account
Newfoundland & Labrador - Addendum to the Retirement Income Plan Declaration of Trust Establishing a Locked-In Retirement Account
Nova Scotia - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Retirement Account
Nova Scotia - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund
Ontario - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Retirement Account
Ontario - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Locked-In Retirement Income Fund
Ontario - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund
Quebec - Addendum to the Retirement Income Fund Declaration of Trust Establishing a Life Income Fund
Quebec - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Retirement Account
Saskatchewan - Addendum to the Retirement Savings Plan Declaration of Trust Establishing a Locked-In Retirement Account
Saskatchewan - Addendum to the Registered Retirement Income Fund Declaration of Trust

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

*Note: With the exception of Manitoba jurisdiction, Addendums 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 info@sunlifeglobalinvestments.com.

Form name Form #

Distribution/Dividend Change Form

5017-E

Segregated Funds

For more information:

For Sun GIF Solutions, Sun Lifetime Advantage GIF & Sun Protect GIF

Effective March 1, 2021 the following change will be made to the Sun GIF Solutions Estate Series product:  The maximum deposit age for new contracts has been changed to December 31 of the year the annuitant turns 80. This does not affect existing contracts.

 

Information Folders & Contracts

You must provide the information folder and contract to clients when they purchase a contract. Email these documents if the client has chosen to receive them electronically.

Access information folders & contracts

 

Fund Facts

You must provide the fund facts to clients. Email these documents if the client has chosen to receive them electronically.

Access fund facts for Sun Life GIFs

Some non-registered contracts require additional forms. Refer to the application for details:

Form name

Form #

British Columbia:  LIRA and  LIF 4690-E, 4689-E
Alberta:  LIRA and  LIF 4651-E, 4650-E
Saskatchewan:  LIRA and  LIF 4721-E, 4720-E
Manitoba:  LIRAPRIF and  LIF 4653-E, 4709-E, 4652-E
Ontario:  LIRA and  LIF 4708-E, 4707-E
Quebec:  LIRA and  LIF 4704-E, 4703-E
Newfoundland and Labrador:  LIRALIF and  LRIF 4701-E, 4700-E, 4699-E
New Brunswick:  LIRA and  LIF 4713-E, 4712-E
Nova Scotia:  LIRA and  LIF 4688-E, 4687-E
Federal:  RLSPLRSP, and  RLIF 4724-E, 4723-E, 4726-E