Loading
Get Sun Life Absolute Assignment Form
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 Sun Life Absolute Assignment Form online
This guide provides a step-by-step approach to completing the Sun Life Absolute Assignment Form online. The form enables you to transfer ownership of non-registered GIC products and ensures a smooth and efficient process for all parties involved.
Follow the steps to complete the form accurately and efficiently.
- Click 'Get Form' button to access the form and open it in your preferred editor.
- Begin by providing information about the current contractholder(s). Fill in the first name, middle initial, last name, and policy number of the contractholder. If applicable, include the first name, middle initial, and last name of the joint contractholder.
- Next, enter the contact details, including the phone number(s) for the current contractholder(s). Ensure that the numbers are accurate for future communication.
- Transition to the section for the new contractholder(s). Provide the first name, middle initial, last name, and contact details of the new contractholder. If there is a joint new contractholder, include their information as well.
- For corporate new contractholders, fill in the corporate name, address, city, province, corporate registration number, date of incorporation, and CRA business number. Ensure all details are correct to avoid future complications.
- If the new ownership arrangement is joint, respond to the questions concerning consent requirements and survivorship rights accordingly. This section is crucial for clarifying ownership terms.
- Finally, sign and date the form. The current contractholder(s) and the new contractholder(s) must provide their signatures. Ensure that you also indicate the city and province where the signing occurs.
- Once completed, you may save changes, download, print, or share the form as needed for submission to the appropriate parties.
Complete your Sun Life Absolute Assignment Form online today to ensure a seamless transfer of ownership.
Withdrawing funds in Sun Life is straightforward. Begin by filling out the necessary withdrawal forms, which may include the Sun Life Absolute Assignment Form if applicable. Be sure to check for any specific requirements related to your account. You can also rely on resources like US Legal Forms to assist you in completing the paperwork correctly and efficiently.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.