Here’s how we can help you . We can help you save for major expenses like buying a home or paying for your children’s education. ET. Sun Life is pleased to publish its Sustainability Bond Framework. 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. 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. Individual and group investments through Sun Life Financial can help you build your savings through your own plan, your workplace plan or both. Find a form. 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. 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 Global Investments; Sun Life Investment Management; United States . There are 2 key things to consider when developing your savings strategy: Building your savings. 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. SLPC 25174 11/18 (exp. Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. ... Download and complete a copy of the W9 TIN form. Mail the form to AST Trust Company (Canada). 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. We’re here to support you through COVID-19. 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. At Sun Life Financial, we are committed to protecting your personal information. Sun Life Sustainability Bond Framework. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. Forms you might need if you bought your coverage online Sign in to mysunlife.ca . The following information is for general guidance only. 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. (for Transfer of RRSP, RPP, DPSP or LIRA funds from another company) ... Sun Life Assurance Company of Canada 227 King Street South . ... Sun Life Financial or its transfer agents do not provide advice on tax-related matters. Shareholder privacy policy. 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. Share selling service terms and conditions Buying a home or paying for your children ’ s education ; States. Or its transfer agents do not provide advice on tax-related matters Building your savings through your own,. To our business strategy – and is central to our business strategy ’ re here to support you through.! 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