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Welcome to Sun Life Global Investments
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Premium source and available annuity types
The type of annuity available is based on the source of premium.
Premium source |
Life |
Term certain |
Term certain to 90 |
Specify province for pension jurisdiction1 |
|---|---|---|---|---|
RRSP, RRIF |
Yes |
No |
Yes |
No |
Locked in RRSP/LIRA/RLSP2, LRIF/LIF/RLIF3, |
Yes |
No |
No |
Yes |
DPSP, non-registered |
Yes |
Yes |
No |
No |
1 For payout annuities using locked-in funds, specify the pension jurisdiction governing the locked-in funds on the application. Certain pension legislation dictates how we must calculate annuity income.
2 For RRSP and RRIF premium sources, a term certain to age 18 is allowed.
3 When using the Payout Annuity Income Illustration tool, select the LIRA premium source for RLSP and the LIF premium source for RLIF.
4 For RPP funds, important information can be found in the “Transfers from a registered pension plan to a Sun Life Payout Annuity advisor guide” (810-4343-Digital). Please reference this guide when submitting business with this source of funds.