Which underwriting requirements should I order?
The requirements for an application are based on the client's age nearest at the time of application, and the amount of insurance requested. The underwriter may change the requirements based on their review and will notify the advisor in those cases. In the absence of this notification, refer to the age and amount charts. Some examples of these requirements are:
- Paramedical exam
- Blood
- Urinalysis
- Mature Age Focus Interview (MAFI)
There are underwriting requirements that are ordered directly by our New Business team. Some examples of these requirements are:
- Attending Physician Statement (APS)
- Tele-interview for a Life or Critical Illness insurance application
- Motor Vehicle report (MVR)
- Inspection report (IR) or Business Beneficiary report (BBR)
Which service provider company can I order underwriting requirements from?
The companies listed below are all Sun Life approved service providers. All of them meet or exceed our standards for quality, service delivery, compliance with policies and regulations, national coverage, preferred pricing, and most importantly customer care. Sun Life is committed to ensuring these standards are met and review our partnership with these contracted third parties on an ongoing basis.
You may choose any of these providers to complete the underwriting requirements. Each of these companies has a full list of the underwriting requirements and may at time seek confirmation of the requirements with our New Business team if what has been ordered does not match our charts for age, amount and product type.