Website maintenance starting Friday April 19 @ 9pm ET
The secure site and tools will be temporarily unavailable starting Friday April 19 @ 9pm until 9pm on Saturday April 20 ET for system maintenance. Thank you for your understanding.
Website maintenance starting Friday April 19 @ 9pm ET
The secure site and tools will be temporarily unavailable starting Friday April 19 @ 9pm until 9pm on Saturday April 20 ET for system maintenance. Thank you for your understanding.
Go digital! Use our Sun eApp to apply for new business applications. Additional information, instructions, and tips and tricks, are available in the Sun eApp Checklist. You can submit conversion applications through the Application for conversion and exercising an option form, E260.
Replacement applications can be sent through:
Rapid Application (fillable) / Rapid Application (810-2815) (paper)
Application for life and/or critical illness insurance (810-2799)
Review our:
Permanent and Universal Life insurance:
To comply with anti-money laundering legislation and regulatory requirements:
Life coverage
Critical Illness coverage
Labs
Tele-interview for Life and Critical Illness
Tele-interviews can make it easier and faster to do business with Sun Life.
There are many situations where the tele-interview option can help both you and the Client. For example:
Our tele-interview team will gather information from the Client over the phone.
For more information:
Please share the documents that you send to us with your firm. This will ensure that you and your firm have records of the business you have with Sun Life.
You can send us documents by:
Applications are normally posted to the Advisor Site within 2 business days.
For documents related to a pending application (e.g. delivery and settle requirements):
For paper applications
You can use these paper applications to submit new business:
Rapid Application (fillable) / Rapid Application (810-2815) (paper)
Application for life and/or critical illness insurance (810-2799)
Application to submit conversions
Meeting with Clients Non-face-to-face while using the paper application:
For Permanent and Universal Life insurance:
For Term and Critical illness:
Clients can use an existing application to apply for a new Critical Illness Insurance (CII), term, universal or participating life insurance policy. This is an option if:
Temporary insurance coverage is only available through a fully completed new application.
Apply for a new CII application using an existing life application
Submit a request to your Case Manager on behalf of the Client that confirms they're interested in additional coverage, and the details of your conversation about their needs. Please also include:
Our New Business team will use this information to see if they can set up the new policy. Underwriting will also review for medical and financial suitability. At delivery of the policy, there are a series of amendments the Client will sign, including that their insurability hasn't changed.
Before delivery and settlement:
Apply for a new life policy using an existing CII or life application
Submit a request to your Case Manager on behalf of the applicant that confirms they're interested in additional coverage, with the details of your conversation about their protection needs. Please also include:
Before delivery and settlement:
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