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Get Sun Life E83 Form 2020-2026
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How to fill out the Sun Life E83 Form online
Filling out the Sun Life E83 Form online may seem daunting, but with this guide, you can navigate through the process with ease. This comprehensive resource will provide you with detailed instructions tailored to meet your needs, ensuring a smooth completion of your form.
Follow the steps to complete the Sun Life E83 Form online.
- Click ‘Get Form’ button to access the form and open it in your preferred editor.
- List the policy numbers for which you would like to change the beneficiaries. Ensure to include all relevant policy numbers in the designated fields.
- Fill in the owner of the policy's information, including their full name and date of birth. Also, provide a valid phone number for contact purposes.
- For the insured person, repeat the process by entering their full name, date of birth, and phone number. Use a separate form if there are multiple insured individuals.
- If the policy is issued in Quebec, indicate whether you are naming your legally married or civil union spouse as the beneficiary, noting that this designation can be irrevocable unless specified as revocable.
- Designate your new primary beneficiaries by filling in their names, relationship to the insured person, and the percentage of benefits they will receive. If there are multiple primary beneficiaries, ensure to distribute percentages accordingly.
- Next, indicate your new secondary beneficiaries using the same structure as the primary beneficiaries, ensuring proper documentation for distribution if necessary.
- If any beneficiary is under the age of 18, designate a trustee to manage the benefits on their behalf until they reach adulthood. Include the trustee's name in the appropriate field.
- Finally, the policy owner should review all entries and sign the form, also including the date and location of signing. Remember that if there are multiple owners, all must sign the document.
- Once you have completed the form, save your changes and choose whether to download, print, or share the form as needed.
Start completing your Sun Life E83 Form online today for a seamless experience.
To submit a paper claim to Sun Life, first ensure you have all required documentation ready. You'll need to fill out the Sun Life E83 Form effectively detailing your claim. Attach all supporting documents and send them via mail to the address provided on the form. If you have questions, reach out to Sun Life’s customer service for assistance.
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