Get E28 - Contingent Owner Change Form - Sun Life Financial

Filling out the E28 - Contingent Owner Change Form for Sun Life Financial is a straightforward process designed to help users designate a contingent owner for their insurance policy . This guide provides step-by-step guidance to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully fill out the form online:

1. Press the ‘Get Form’ button to obtain the form and open it in your chosen editor.
2. Locate the policy number section. Enter the policy number associated with the insurance or annuity policy.
3. In the 'Information about the owner of the policy' section, fill in the owner's first name, middle name, date of birth in the format dd-mm-yyyy, last name, and telephone number.
4. Proceed to the 'Information about the insured person' section. Enter the first name, middle name, date of birth (dd-mm-yyyy), last name, and any relevant additional information.
5. Navigate to the 'Information about the contingent owner.' Fill in the contingent owner's first name, middle name, last name, date of birth (dd-mm-yyyy), address, province, social insurance number, country, relationship to the owner, apartment or suite number, city, telephone number, postal code, and relationship to the insured person.
6. Review the important note regarding the age requirements for the contingent owner. Ensure that they meet the necessary age criteria depending on your province.
7. In the signature section, the policy owner must sign and date the form. Ensure all owners sign if there are multiple owners. If the owner is a company, include the names and titles of the signing officers.
8. Finally, you can save your changes, download, print, or share the completed form as necessary.

Complete your E28 - Contingent Owner Change Form online today!