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  • Annex A - Additional Beneficiaries - Sun Life Global Investments

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ANNEX A Additional Beneficiaries APPLICATION: Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) Instructions: 1. This annex is to be completed by the Custodial.

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Can you cash out a life insurance policy before death? If you have a permanent life insurance policy, then yes, you can take cash out before your death. There are three main ways to do this. First, you can take out a loan against your policy (repaying it is optional).

Take out money, or change your fund lineup or put money into accounts set up through your employer. Take out money: Call the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET.

If approved, any reimbursement amount is usually deposited into your bank account within 2 business days, if you're signed up for direct deposit. You must be signed up for direct deposit in order to submit claims through the my Sun Life mobile app.

Log in to the plan sponsor website using your Access ID and password. Under “Administration,” click “Manage members.” Select “View or update member information” and click “Next.”

HOW TO ADD/CHANGE BENEFICIARIES TO YOUR SUN LIFE POLICIES Beneficiary Change Request Form – you may download the form click here. Valid ID of policy owner/authorized signatory. If beneficiary/ies is assigned as Irrevocable, Valid ID of Irrevocable beneficiary/ies.

To change your beneficiaries: Sign in to my Sun Life. Under Investments, click my financial centre. Under Quick links, choose Beneficiary info. Under Update Beneficiary info, click the Beneficiary designation form button to download the PDF version of the form. Then follow the instructions on the page.

The following documents are required if you wish to surrender your policy: Cash Surrender Value Form signed by the Policy Owner and the irrevocable beneficiary/ies, if any. Policy contract. Valid IDs of Policy Owner and irrevocable beneficiary/ies, if any.

You can cancel your policy and receive any cash value at any time. However, your life insurance coverage will end, and some or all of the money you receive may be subject to tax.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232