Loading
Get Beneficiary Nomination - Sun Life Financial
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Beneficiary Nomination - Sun Life Financial online
Filling out the Beneficiary Nomination form for Sun Life Financial is an important step in ensuring your wishes are honored regarding your benefits. This guide will lead you through each section of the form to help you complete it accurately and efficiently.
Follow the steps to successfully complete your Beneficiary Nomination form.
- Click the ‘Get Form’ button to obtain the form electronically.
- Begin by providing your plan member details, including your last name, middle initial, contract number, and location or billing group number. Ensure all information is complete and accurate.
- In the Beneficiary nomination section, clearly print the first and last names of your chosen beneficiaries. Specify their relationship to you and the percentage of benefits each should receive. Make sure to initial any changes or deletions; do not use correction fluid.
- If you're nominating a minor as a beneficiary, refer to section 4 for additional requirements regarding the appointment of a trustee. Specify the trustee’s name and ensure the information is clear.
- In the Appointing contingent beneficiaries section, provide details for any contingent beneficiaries you wish to name, outlining their relationship and the percentage of benefits. For clarity, confirm that any previous contingent beneficiary nominations are revoked.
- In the Authorization and signature section, you must sign and date the form to validate your information. This authorization allows Sun Life to collect and use your data as necessary.
- Once the form is complete, save the changes, and proceed to download or print a copy for your records. Make sure to submit the completed form to your plan administrator.
Complete your Beneficiary Nomination form online today to ensure your wishes are clearly defined.
To add another beneficiary, access your life insurance policy and locate the section for beneficiary designations. Here, you can enter the information for an additional person you wish to name as a beneficiary. Staying updated with your Beneficiary Nomination - Sun Life Financial helps ensure that you meet your family's needs.