Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

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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
Legacy settlement option (4633-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
Owner, successor, beneficiary change form (4612-E) Non-financial forms
Irrevocable beneficiary appointment (Nova Scotia only) (4619-E) Non-financial forms
Third party authorization form (4623-E) Non-financial forms
Personal information change or correction (4624-E) Non-financial forms
Order ticket (4610-E) Sun Life Guaranteed Investment Funds (GIFs)
Transaction authorization (4613-E) Financial forms
Contractual conversion form (4616-E) Financial forms
Transfer authorization for non-registered investments (4621-E) Financial forms
Transfer authorization for registered investments (4622-E) Financial forms
Deferred sales charge reimbursement (4715-E) Financial forms