Advisor forms - flattened versions

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

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