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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
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How to fill out sun life beneficiary formpdf
How to fill out sun life beneficiary formpdf:
01
Start by downloading the sun life beneficiary formpdf from the official Sun Life website.
02
Open the form using a PDF reader on your computer.
03
Begin by filling in your personal information in the designated fields. This may include your name, address, date of birth, and Social Insurance Number.
04
Next, provide the necessary details about the policy owner. Fill in their name, policy number, and any other requested information.
05
Proceed to the beneficiary section of the form. Enter the name, relationship to the policy owner, and contact information of each beneficiary you wish to designate.
06
If you want to allocate specific percentages or amounts to each beneficiary, make sure to indicate those details in the appropriate fields.
07
Read the instructions carefully and ensure that you have provided all the necessary information. Double-check the form to ensure accuracy and completeness.
08
Once you have filled out the form completely, save a copy for your records and submit it to Sun Life as instructed on their website or as advised by your Sun Life representative.
Who needs sun life beneficiary formpdf:
01
Individuals who hold Sun Life insurance policies and want to designate beneficiaries for their policy's death benefit.
02
Policyholders who wish to update or change their current beneficiary designations.
03
Anyone with a Sun Life insurance policy who wants to ensure that their loved ones will receive the policy's proceeds in the event of their death.
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What is sun life beneficiary formpdf?
Sun life beneficiary form is a document that designates the individual(s) who will receive the benefits from a life insurance policy or retirement account in the event of the policyholder's death.
Who is required to file sun life beneficiary formpdf?
The policyholder or account holder is required to fill out and file the sun life beneficiary form to designate their chosen beneficiaries.
How to fill out sun life beneficiary formpdf?
The form typically requires the policyholder to provide their personal information, choose their beneficiaries, specify the percentage of the benefit each beneficiary will receive, and sign and date the form.
What is the purpose of sun life beneficiary formpdf?
The purpose of the form is to ensure that the policyholder's benefits are distributed according to their wishes in the event of their death.
What information must be reported on sun life beneficiary formpdf?
The form typically requires the policyholder to provide their personal information, the information of the beneficiaries, and the percentage of the benefit each beneficiary will receive.
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