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What is name change request form

The Name Change Request Form is a service agreement used by investors to request a change of name in the records of Sun Life Asset Management Company, Inc.

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Name change request form is needed by:

Investors with a name change request
Account holders of Sun Life Asset Management
Legal witnesses for signatures
Financial advisors assisting clients
Clients updating personal information

How to fill out the name change request form

1.

To access the Name Change Request Form on pdfFiller, visit the platform and search for the form by entering its name in the search bar.
2.

Once the form is open, navigate through the fields by clicking on each section to fill in your general information such as name, address, and account number.
3.

Before you proceed, gather necessary documents like a certified true copy of the legal document supporting your name change.
4.

Begin by filling out the fields accurately, ensuring all personal information matches the provided documents.
5.

Carefully read the instructions provided on the form, which indicate specific areas that require signature from both the investor and a witness.
6.

After completing all sections, review the form for any missing information or errors to avoid common mistakes.
7.

Finalize your entries, then follow the prompts on pdfFiller to save your work, download a copy, or submit the form directly if submission options are available.

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Who is eligible to submit the Name Change Request Form?

Any investor holding an account with Sun Life Asset Management Company, Inc. who wishes to change their name in official records can submit this form.

What supporting documents are required for the form?

You must attach a certified true copy of a legal document that supports your name change, such as a marriage certificate or court order.

How do I submit the Name Change Request Form?

The form can be submitted electronically through pdfFiller or printed and mailed to the appropriate department at Sun Life Asset Management.

What common mistakes should I avoid while filling out the form?

Ensure all fields are correctly filled out, particularly the name and signature sections. Failing to provide a supporting document can also delay processing.