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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

How to fill out sun life beneficiary change

How to Fill Out Sun Life Beneficiary Change:

1. Log in to your Sun Life account: Go to the Sun Life website and enter your username and password to access your account.
2. Locate the beneficiary change form: Once you are logged in, navigate to the forms section of your account. Look for the specific form titled "Sun Life Beneficiary Change."
3. Provide personal information: Start by entering your personal details, such as your full name, date of birth, and policy number. This information will help Sun Life identify your account.
4. Specify the policy or plan: Indicate the specific policy or plan for which you want to make a beneficiary change. Include any relevant policy numbers or identification codes.
5. State the current beneficiaries: Provide the full names and relationship to you of all the current beneficiaries listed on your policy. Make sure to include all necessary details to ensure accuracy.
6. Add new beneficiaries: For each new beneficiary, provide their full name, relationship to you, and any other required information. Make sure to double-check the accuracy of the details before submitting the form.
7. Specify the allocation percentage: Indicate the specific percentage of the death benefit that each beneficiary should receive. Ensure that the total allocation adds up to 100%.
8. Sign and date the form: At the bottom of the form, you will find a space for your signature and the date. Sign the form to indicate your consent and commitment to the beneficiary change.

Who Needs Sun Life Beneficiary Change:

1. Policyholders with changing life circumstances: If you recently experienced a significant life event, such as getting married, having children, or going through a divorce, you may need to update the beneficiaries on your Sun Life policy.
2. Individuals who want to revise their current beneficiaries: Even if you haven't experienced a major life event, you may still want to make changes to your beneficiaries. This could be due to a change in relationship with a current beneficiary, or if you wish to include new individuals.
3. Those who want to ensure a smooth transfer of assets: Establishing clear and up-to-date beneficiary designations can help facilitate the transfer of assets smoothly after your passing. It ensures your intended beneficiaries receive the intended benefits according to your wishes.

Note: It is essential to consult with a financial advisor or contact Sun Life directly for any specific questions or concerns regarding filling out the Sun Life beneficiary change form.

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What is sun life beneficiary change?

Sun life beneficiary change refers to the process of updating or making changes to the designated beneficiary on a Sun Life insurance policy.

Who is required to file sun life beneficiary change?

The policyholder or the insured individual is typically required to file a sun life beneficiary change with Sun Life.

How to fill out sun life beneficiary change?

To fill out a sun life beneficiary change, the policyholder must complete the necessary form provided by Sun Life and submit it with the required documentation.

What is the purpose of sun life beneficiary change?

The purpose of a sun life beneficiary change is to ensure that the policy benefits are paid out to the desired beneficiary in the event of the policyholder's death.

What information must be reported on sun life beneficiary change?

The information required on a sun life beneficiary change form typically includes the full name, contact information, and relationship to the policyholder of the new beneficiary.