Get the free SunLife Beneficiary Designation Form - macalester

Sun Life Assurance Company of Canada Beneficiary Designation You may use this form to designate who will receive the Group Life Insurance proceeds in the event of your death. The designations you

How to fill out sunlife beneficiary designation form

How to fill out the sunlife beneficiary designation form:

1. Obtain the form: The sunlife beneficiary designation form can usually be obtained from your employer if you have a group benefits plan or from the sunlife website if you have an individual policy.
2. Fill in personal information: Begin by providing your full name, date of birth, and contact information as requested on the form.
3. Choose primary beneficiaries: Designate the primary beneficiaries by providing their full names, relationships to you, and the percentage of the benefit you wish them to receive in case of your death.
4. Consider contingent beneficiaries: If you want to name alternate beneficiaries to receive the benefits if the primary beneficiaries are unable to do so, provide their full names, relationships, and percentage allocation.
5. Specify details: Some forms may require you to fill in additional details such as social security numbers or addresses of the beneficiaries. Follow the instructions on the form and provide the requested information accurately.
6. Review and sign: Carefully review all the information you have provided on the form to ensure accuracy. Once you are satisfied, sign and date the form.
7. Submit the form: Submit the completed form as instructed. If you have a group benefits plan, you may need to submit it to your employer, while individual policyholders can typically submit it directly to sunlife.

Who needs the sunlife beneficiary designation form:

1. Sunlife policyholders: Anyone who holds a sunlife policy, whether through a group benefits plan or an individual policy, may need to fill out the beneficiary designation form. This form allows policyholders to specify who should receive the benefits in the event of their death.
2. Employees with group benefits plans: Employer-sponsored group benefits plans often include life insurance coverage. In such cases, employees may need to complete the beneficiary designation form to designate who will receive the life insurance benefits.
3. Individuals with individual life insurance policies: Individuals who have purchased individual life insurance policies from sunlife may also need to fill out the beneficiary designation form to ensure that their chosen beneficiaries receive the benefits upon their death.

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