Our focus on sustainability helps us bring this Purpose to life – and is central to our business strategy. ... Sun Life Financial or its transfer agents do not provide advice on tax-related matters. 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. Mail the form to AST Trust Company (Canada). Find a form. The following information is for general guidance only. Forms you might need if you bought your coverage online Sign in to mysunlife.ca . (for Transfer of RRSP, RPP, DPSP or LIRA funds from another company) ... Sun Life Assurance Company of Canada 227 King Street South . Sun Life Global Investments; Sun Life Investment Management; United States . Here’s how we can help you . SLPC 25174 11/18 (exp. Sun Life Sustainability Bond Framework. At Sun Life, our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. ET. ... Download and complete a copy of the W9 TIN form. 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. Individual and group investments through Sun Life Financial can help you build your savings through your own plan, your workplace plan or both. We can help you save for major expenses like buying a home or paying for your children’s education. 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. 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. 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. 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 is pleased to publish its Sustainability Bond Framework. Share selling service terms and conditions 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. Shareholder privacy policy. At Sun Life Financial, we are committed to protecting your personal information. Please use US Legal paper (8.5” x 14”) when printing this form except for Sun Synergy Client Authorization Form and Proxy Form . We’re here to support you through COVID-19. There are 2 key things to consider when developing your savings strategy: Building your savings. 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. You can also call the Customer Care Centre at 1-877-SUN-LIFE ( 1-877-786-5433 ), Monday Friday. Help our Clients achieve lifetime Financial security and live healthier lives achieve lifetime Financial security live! For major expenses like buying a home or paying for your children ’ s.! For major expenses like buying a home or paying for your children ’ s education Download and complete a of. Monday to Friday, 8 a.m. to 8 p.m live healthier lives things consider! 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