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This document includes forms necessary for financial advisors to contract with Sun Life Assurance Company of Canada, including appointment data, commission schedules, a W-9 form, and assignment form
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How to fill out Sun Life Contracting

01
Obtain the Sun Life Contracting form from the official website or your local office.
02
Fill in your personal information, including your name, address, and contact details.
03
Provide your Social Security number or Tax Identification number as required.
04
Indicate your employment status and any relevant professional qualifications.
05
Select the types of products or services you wish to offer under Sun Life.
06
Review the terms and conditions of the contracting agreement.
07
Sign and date the form where indicated.
08
Submit the completed form along with any required supporting documentation.

Who needs Sun Life Contracting?

01
Insurance agents looking to represent Sun Life products.
02
Financial advisors seeking to offer Sun Life's investment services.
03
Professionals in the insurance industry looking to expand their offerings.
04
Individuals wishing to partner with Sun Life for business opportunities.
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People Also Ask about

Sun Life is a leading financial services company that helps our Clients achieve lifetime financial security and live healthier lives.
Have a my Sun Life account? You can chat with us online Monday to Friday from 9 a.m. to 5:30 p.m. ET. Or, you can send us a secure message online. A Client Care representative will get back to you.
With Sun Life Save and Protect, you will get: ✔️ Life insurance protection for 20 years + Savings in one product ✔️ Money-back guarantee (after policy period) Protection and Saving made easy for your future!
At Sun Life, we value your input and we will look into it as soon as possible. If you have urgent concerns, you may contact our Client Care Hotline at (632) 8849-9888. Go back to the Sun Life website .
If you need to register for access ID or if you have forgotten your access ID or password, call Client Services toll free at 1-844-SLF-GIFS(1-844-753-4437).
Submit your claims online for instant processing. You save time and paper, and in most cases you get your benefits payment less than 48 hours after your claim is processed! View your claims statements as well as your claims history.
SunLife over 50 plan reviews by their customers The SunLife plan and the service they offer has been rated highly by customers on two leading independent review sites - Feefo and Truspilot. Feefo shows a rating of 4.8 for the Sunlife plan which is classed as excellent. Trustpilot also shows an excellent rating of 4.8.

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Sun Life Contracting refers to the contractual agreements and processes involved in establishing a relationship with Sun Life Financial, often for the purpose of providing insurance or investment products.
Individuals or entities seeking to become licensed representatives or agents of Sun Life Financial are typically required to file Sun Life Contracting.
To fill out Sun Life Contracting, individuals must provide personal information, employment history, licensing details, and complete any necessary agreements as specified by Sun Life Financial.
The purpose of Sun Life Contracting is to formalize the relationship between the individual and Sun Life Financial, ensuring compliance with regulatory requirements and company policies.
Information required on Sun Life Contracting may include personal identification details, insurance licenses, financial background, and disclosures related to prior employment or legal matters.
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