When you receive the notice from us, please contact the Client and share the form with them. You can use the wording below to help create your message to the Client:
- We noticed you have someone paying for your life insurance policy.
- Because of this, we need to collect some additional information from you.
- We’re collecting this information to ensure we follow regulatory requirements about insurance policies that are paid for by someone who isn’t the owner of the policy.
- Could you please complete this form and return it to Sun Life or to me.
- You can:
- mail the form to:
Sun Life Assurance Company of Canada
P.O. Box 1601 STN Waterloo
Waterloo, ON N2J 4C5 - fax the form to 1-866-487-4745
- upload the completed form to the Sun Life mobile app
- mail the form to:
- If you have any questions or would like to talk, please call me at PHONE NUMBER, or you can call Sun Life at 1-877-786-5433.