Due to the current Canada Post labour dispute, please expect delays in mail delivery. Service to Sun Life Global Investments’ advisors and Clients remains our top priority.
Our Client Services team might experience longer than usual wait times.
Due to the current Canada Post labour dispute, please expect delays in mail delivery. Service to Sun Life Global Investments’ advisors and Clients remains our top priority.
Our Client Services team might experience longer than usual wait times.
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.
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.
Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. all of which are members of the Sun Life group of companies.