Get the free SunWise & SunWise Elite Segregated Funds Service Request

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This document serves as a request form for policy owners to make changes regarding guarantees, beneficiaries, and automatic portfolio rebalancing for their SunWise policies managed by CI Investments

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How to fill out sunwise sunwise elite segregated

How to fill out SunWise & SunWise Elite Segregated Funds Service Request

01

Begin by downloading the SunWise & SunWise Elite Segregated Funds Service Request form from the official website.

02

Fill out your personal information, including your name, address, and contact details in the designated sections.

03

Provide your policy number and the names of the funds you wish to request changes for.

04

Clearly specify the type of transaction you are requesting, such as a transfer, redemption, or switch.

05

If applicable, indicate the amount involved in the transaction or the specific percentages for fund allocations.

06

Review the form for accuracy, ensuring all required fields are completed.

07

Sign and date the form to confirm your request.

08

Submit the completed form via mail or fax to the designated SunWise administration office.

Who needs SunWise & SunWise Elite Segregated Funds Service Request?

01

Individuals who hold a SunWise or SunWise Elite segregated fund policy.

02

Policyholders wishing to make changes to their existing fund allocations.

03

Clients seeking to redeem or switch their investments within the segregated fund products.

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What is SunWise & SunWise Elite Segregated Funds Service Request?

SunWise & SunWise Elite Segregated Funds Service Request is a formal process through which policyholders can submit requests related to their segregated funds investments, including transactions such as transfers, withdrawals, and adjustments.

Who is required to file SunWise & SunWise Elite Segregated Funds Service Request?

Any policyholder who holds SunWise or SunWise Elite segregated funds and wishes to make changes, such as withdrawing funds or reallocating their investments, is required to file a service request.

How to fill out SunWise & SunWise Elite Segregated Funds Service Request?

To fill out the SunWise & SunWise Elite Segregated Funds Service Request, policyholders must provide personal information, details regarding their fund accounts, the specific request type, and any relevant documentation or signatures required.

What is the purpose of SunWise & SunWise Elite Segregated Funds Service Request?

The purpose of the SunWise & SunWise Elite Segregated Funds Service Request is to allow policyholders to officially communicate and process their requests regarding their investments in segregated funds efficiently and accurately.

What information must be reported on SunWise & SunWise Elite Segregated Funds Service Request?

The information that must be reported includes the policyholder's name, policy number, type of request being submitted, details about the funds involved, and acknowledgments of any terms and conditions associated with the request.

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