Contingent owner change form Note: Use for life, critical illness, accidental death, long term care insurance and non-registered annuity policies only. Important: You must initial any corrections.
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How to fill out the E28 - Contingent Owner Change Form - Sun Life Financial online
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:
- Press the ‘Get Form’ button to obtain the form and open it in your chosen editor.
- Locate the policy number section. Enter the policy number associated with the insurance or annuity policy.
- 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.
- 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.
- 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.
- Review the important note regarding the age requirements for the contingent owner. Ensure that they meet the necessary age criteria depending on your province.
- 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.
- Finally, you can save your changes, download, print, or share the completed form as necessary.
Complete your E28 - Contingent Owner Change Form online today!
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