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Paperless Investment Statements Authorization Form For investment planning advice or assistance filling out this form, call: 1.800.561.9401 or 416.296.9401 Annuity Contract Issued By: Sun Life Assurance
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How to fill out paperless investment statements authorization

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How to fill out paperless investment statements authorization

01
Log in to your investment account online.
02
Navigate to the 'Account Settings' or 'Profile' section of your account.
03
Look for the option to update or manage your statement preferences.
04
Select the option for paperless or electronic statements.
05
Review the terms and conditions for electronic statements and the authorization process.
06
Agree to the terms and conditions by checking the appropriate box or clicking on the 'authorize' button.
07
Provide any required information, such as your email address or verification code.
08
Confirm your authorization by following any further instructions or prompts.
09
Save or print a copy of the authorization confirmation for your records.

Who needs paperless investment statements authorization?

01
Anyone who wants to receive their investment statements electronically rather than in paper format.
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Paperless investment statements authorization allows individuals to receive their investment statements electronically, instead of through traditional paper statements.
Individuals who want to opt for paperless investment statements are required to file the authorization.
To fill out the paperless investment statements authorization, individuals need to visit their investment account provider's website and follow the instructions provided for opting for electronic statements.
The purpose of paperless investment statements authorization is to reduce paper usage, streamline statement delivery, and provide convenient access to investment information.
Paperless investment statements authorization typically requires personal information such as name, contact details, account number, and email address.
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