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Sun Life Financial Evidence of Insurability instructions 1 Employer instructions Complete sections 2 and 3 and then give this page and the application to the employee. The employee and/or dependent
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How to fill out Sun Life Financial:

01
Start by gathering the necessary documents: Gather your personal identification documents, financial information, and any other relevant paperwork required by Sun Life Financial.
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Visit the Sun Life Financial website: Go to their official website and navigate to the page where you can access the application or enrollment form.
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Read the instructions carefully: Make sure to read the instructions thoroughly before filling out the form. This will ensure that you provide accurate and complete information.
04
Provide personal information: Begin by providing your personal information, such as your name, address, contact details, and social security number.
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Fill in financial details: Enter your financial information, including your income, assets, and liabilities. This information is crucial for determining the coverage and premiums of your Sun Life Financial plan.
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Select the desired coverage: Choose the type of coverage you want, such as life insurance, health insurance, or investment plans. Select the appropriate coverage amount and any additional riders or options.
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Review and submit: Once you have completed filling out the form, review all the information. Ensure that everything is accurate and up to date. Make any necessary corrections before submitting the form.
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Provide any supporting documents: If required, include any supporting documents, such as medical records or previous insurance policy information.
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Sign and date the application: In the designated section, sign and date the application to indicate your consent and understanding of the terms and conditions.
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Submit the form: Once you have completed all the steps, submit the form as per the instructions provided by Sun Life Financial.

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Sun Life Financial is a Canadian financial services company that offers insurance, wealth management, and retirement solutions.
Policyholders and beneficiaries who have Sun Life Financial products are required to file Sun Life Financial forms.
You can fill out Sun Life Financial forms online through their website or by contacting their customer service.
The purpose of Sun Life Financial forms is to collect information about policyholders, beneficiaries, and financial transactions related to their products.
Sun Life Financial forms typically require personal information, policy details, beneficiary information, and financial transactions.
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