Potential postal disruption. Prepare for possible mail delays due to Canada Post labour negotiations. You can use our mobile app or log in to my Sun Life to submit claims and/or check on your investments.

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Advisor forms - flattened versions

Download the flattened version of the forms (non-fillable) to send, or to print out and complete manually. 

Access all applications, forms and point of sale materials

Form name & number Type
International tax classification for an entity (4545-E) New contract supplemental forms
Identity verification, third party determination and politically exposed persons (PEP) (4830-E) New contract supplemental forms
International tax self-certification for individuals (4573-E) New contract supplemental forms
Identity verification and third party determination for entity owners (4831-E) New contract supplemental forms
Beneficiary claim statement (4596-E) Non-financial forms
Declaration of spousal status (4599-E) Non-financial forms
Irrevocable beneficiary appointment (Nova Scotia only) (4619-E) Non-financial forms