Properly managing the information you provide to us is fundamental to our integrity, and we have a long history of protecting information in a professional and appropriate manner. Sun Life Financial offers a wide range of financial products and services to help you build your savings and turn those savings into retirement income. For current investors in the Sun Life Prosperity Funds Request for Additional Investment (with previous form title of Order Ticket – Subsequent) - Accomplish this form to add to your existing investments. ... Download and complete a copy of the W9 TIN form. We can help you save for major expenses like buying a home or paying for your children’s education. You can also call the Customer Care Centre at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. Sun Life Global Investments; Sun Life Investment Management; United States . Share selling service terms and conditions ET. Forms you might need if you bought your coverage online Sign in to mysunlife.ca . Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. Mail the form to AST Trust Company (Canada). At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. There are 2 key things to consider when developing your savings strategy: Building your savings. Please use US Legal paper (8.5” x 14”) when printing this form except for Sun Synergy Client Authorization Form and Proxy Form . Sun Life is pleased to publish its Sustainability Bond Framework. SLPC 25174 11/18 (exp. Contact a stockbroker to sell your common shares of Sun Life Financial Inc. Share ownership participants in Canada: You can sell your common shares by detaching and completing Form A on the front of your share ownership statement. Sun Life Sustainability Bond Framework. ... Sun Life Financial or its transfer agents do not provide advice on tax-related matters. We’re here to support you through COVID-19. Find a form. The following information is for general guidance only. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. (for Transfer of RRSP, RPP, DPSP or LIRA funds from another company) ... Sun Life Assurance Company of Canada 227 King Street South . Transfer Authorization for Registered Investments(RRSP, LIRA, LRSP, RRIF, LRIF, LIF, RLIF, RLSP, PRIF, TFSA) • This form can be used for transferring the registered plans listed above except (1) RRIF to RRSP transfers, (2) RRIF or RRSP to TFSA transfers, (3) TFSA to RRIF or RRSP transfers, (4) transfers due to death and (5) transfers due to marital breakdowns. At Sun Life Financial, we are committed to protecting your personal information. Individual and group investments through Sun Life Financial can help you build your savings through your own plan, your workplace plan or both. 11/20) If you’re covered for group life, disability, or dental insurance, or if you administer group benefits, you can access a variety of frequently used forms. Shareholder privacy policy. Here’s how we can help you . To AST Trust Company ( Canada ) we can help you build your savings strategy: Building savings! 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