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Member Nominated Trustee Vacancy Applying to become a Trustee of the Sun Life Assurance Company of Canada 1988 UK and Irish Employee Benefits Scheme (the Scheme) and the SLOC 2017 Life Assurance Plant:

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How to fill out beneficiary designation and authorization

01

Provide your full legal name, address, and contact information

02

Specify the relationship between you and the beneficiary

03

Provide the full legal name, address, and contact information of the beneficiary

04

Indicate the percentage or specific assets you are designating to the beneficiary

05

Sign and date the beneficiary designation form in the presence of a witness or notary

Who needs beneficiary designation and authorization?

01

Anyone who wants to designate a specific individual or organization to receive their assets upon their death

02

Those who want to ensure their assets are distributed according to their wishes

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What is beneficiary designation and authorization?

Beneficiary designation and authorization is a legal document that allows an individual to specify who will receive their assets or benefits upon their death.

Who is required to file beneficiary designation and authorization?

Individuals who have assets or benefits that they want to designate to specific beneficiaries are required to file beneficiary designation and authorization.

How to fill out beneficiary designation and authorization?

Beneficiary designation and authorization forms can typically be obtained from financial institutions or insurance companies, and must be filled out with the individual's personal information and the designated beneficiaries.

What is the purpose of beneficiary designation and authorization?

The purpose of beneficiary designation and authorization is to ensure that an individual's assets or benefits are distributed according to their wishes upon their death.

What information must be reported on beneficiary designation and authorization?

Beneficiary designation and authorization forms typically require the individual to provide their full name, date of birth, Social Security number, and the name and relationship of the designated beneficiaries.

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