Get Application For An Advance - Sun Life Financial

Filling out the Application For An Advance - Sun Life Financial is essential for policy owners seeking financial support. This guide is designed to provide clear and supportive instructions for completing the form accurately and efficiently online.

Follow the steps to complete your application successfully.

1. Press the ‘Get Form’ button to access the application form in your preferred online document editor.
2. Provide your general information, including your last name, first name, and middle initial as the policy owner. Complete your contact numbers and those of the life insured.
3. Enter your policy number accurately to ensure that your application is properly linked to your policy.
4. In the request details section, indicate the amount of advance you are requesting clearly in both words and figures.
5. Select one of the options for dividend accumulation: Option 1 includes dividend accumulation in the advance, Option 2 withdraws it, or Option 3 leaves it untouched. If you choose Option 2, complete the Dividend Authorization form as well.
6. Outline precisely how the advance amount will be applied, ensuring all required details are included.
7. In the signatures section, ensure that you, any irrevocable beneficiaries, and a witness sign the document. Use a witness who is not directly involved or have it notarized to meet legal requirements.
8. If applicable, provide new signature specimens if there are changes in your signature. Include the type, ID number, and issuer of the identification documents presented.
9. Once all fields are filled out, review the form for any errors, then save your changes, download, or print the completed application.

Start filling out your Application For An Advance online today to access your benefits quickly!