Get the free Portability Application

This form is used to apply for portability of Life and Accidental Death & Dismemberment (AD&D) insurance coverage from an employer plan. It requires personal information, coverage amount selections, premium payment details, and acknowledgment of fraud warnings. Completed forms must be submitted along with the first premium payment to Sun Life Assurance Company of Canada.

How to fill out portability application

How to fill out portability application

1. Obtain the portability application form from the relevant authority or website.
2. Fill in your personal information such as name, address, and contact details.
3. Provide details of your current property and the property you wish to port your services to.
4. Include any necessary documentation, such as proof of identity and ownership of the new property.
5. Review the application for accuracy and completeness.
6. Submit the application via the designated method (online, mail, or in-person).
7. Keep a copy of the application for your records.

Who needs portability application?

1. Homeowners looking to move to a new property while retaining their existing service benefits.
2. Renters who wish to transfer their service to a new rental location.
3. Individuals or families relocating within the same service area who want to keep their existing service plan.
4. Customers interested in changing service providers while maintaining their current portable benefits.

For pdfFiller’s FAQs

How can I manage my portability application directly from Gmail?

pdfFiller’s add-on for Gmail enables you to create, edit, fill out and eSign your portability application and any other documents you receive right in your inbox. Visit Google Workspace Marketplace and install pdfFiller for Gmail. Get rid of time-consuming steps and manage your documents and eSignatures effortlessly.

How can I send portability application to be eSigned by others?

Once your portability application is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.

How do I edit portability application straight from my smartphone?

The easiest way to edit documents on a mobile device is using pdfFiller’s mobile-native apps for iOS and Android. You can download those from the Apple Store and Google Play, respectively. You can learn more about the apps here. Install and log in to the application to start editing portability application.

What is portability application?

A portability application allows homeowners to transfer their property tax benefits from a previous primary residence to a new primary residence, thereby preserving the tax savings due to differences in assessed value.

Who is required to file portability application?

Homeowners who wish to transfer their property tax benefits from one home to another are required to file a portability application.

How to fill out portability application?

To fill out a portability application, homeowners need to complete the designated form provided by their local tax office, providing required personal information, property details, and proof of the previous home's assessed value.

What is the purpose of portability application?

The purpose of a portability application is to allow eligible homeowners to maintain their property tax savings when moving to a new home, making home buying more affordable.

What information must be reported on portability application?

The portability application typically requires information such as the homeowner's name, the addresses of both the previous and new residences, assessed values of the properties, and relevant legal documents.