Use this guide to determine the appropriate transfer form to use for incoming external transfers depending on the Sun Life department. The entire Sun Life organization also accepts government transfer forms which are listed separately below.
Note: Send transfer forms directly to the relinquishing institution and also a copy to the applicable Sun Life department for tracking purposes.
Transfer Form
Transfer Authorization for Registered Investments (4823-E)
Receiving institution name & address
SLGI Asset Management Inc.
30 Adelaide St E, Suite 1
Toronto, ON M5C 3G9
Who to contact for support
Phone: 1-877-344-1434
Fax: 1-877-805-9310
Email: info@sunlifeglobalinvestments.com
For Sun Life advisors: Submit documentation via eSignature through the Signature Centre or via Request Centre
Transfer Form
Client signed letter of direction (LOD) that includes:
Note: Dealer approved transfer forms for non-registered investments are accepted.
Receiving institution name & address
SLGI Asset Management Inc.
30 Adelaide St E, Suite 1
Toronto, ON M5C 3G9
Who to contact for support
Phone: 1-877-344-1434
Fax: 1-877-805-9310
Email: info@sunlifeglobalinvestments.com
For Sun Life advisors: Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Transfer authorization for registered investments (4622-E)
Receiving institution name & address
Sun Life Assurance Company of Canada
30 Adelaide St E, Suite 1
Toronto, ON M5C 3G9
Who to contact for support
Phone: 1-844-753-4437
Fax: 1-855-247-6372
Email: GIFs@sunlife.com
For Sun Life advisors: Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Transfer authorization for non-registered investments (4621-E)
Receiving institution name & address
Sun Life Assurance Company of Canada
30 Adelaide St E, Suite 1
Toronto, ON M5C 3G9
Who to contact for support
Phone: 1-844-753-4437
Fax: 1-855-247-6372
Email: GIFs@sunlife.com
For Sun Life advisors: Submit documentation via eSignature through the Signature Centre or via Request Centre.
Note: Sun Life does not accept the following sources of premium for Payouts policies:
Transfer Form
Direct transfer to a payout annuity (E161)
Receiving institution name & address
Sun Life Assurance Company of Canada
227 King St South
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Transfer authorization for registered investments (4427-E)
Receiving institution name & address
Sun Life Assurance Company of Canada
227 King St South
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Transfer authorization for non-registered investments (4428-E)
Receiving institution name & address
Sun Life Assurance Company of Canada
227 King St South
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Transfer registered assets from another company to a registered product (E63)
Transfer authorization for registered investments (4427-E)
Receiving institution name & address
Sun Life Assurance Company of Canada
227 King St South
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Transfer authorization for non-registered investments (4428-E)
Receiving institution name & address
Sun Life Assurance Company of Canada
227 King St South
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Note: Refer to Transfers on Advisor hub for more information
Transfer Form
Transfer authorization for Nominee registered and non-registered investments (4429-E)
Receiving institution name & address
Sun Life Financial Investment Services (Canada) Inc.
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Note: Refer to Process a transfer on Advisor hub for more information.
Transfer Form
Transfer authorization for registered investments (4427-E)
Receiving institution name & address
Sun Life Financial Investment Services (Canada) Inc.
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Transfer authorization for non-registered investments (4428-E)
Receiving institution name & address
Sun Life Financial Investment Services (Canada) Inc.
PO Box 1601 STN Waterloo
Waterloo, ON N2J 4C5
Who to contact for support
Phone: 1-877-272-2020
Fax: 1-866-891-5446
For Sun Life advisors:
Submit documentation via eSignature through the Signature Centre or via Request Centre.
Transfer Form
Application for direct transfer of assets (dir trsf ccc E)
Receiving institution name & address
Sun Life Financial
Group Retirement Services
PO Box 2025 Stn Waterloo
Waterloo, ON N2J 0B4
Who to contact for support
Phone: 1-844-220-4808
| Form Number | Use For | Link |
|---|---|---|
| T2033 | RRSP or RRIF to another RRSP or RRIF or to purchase an eligible annuity. | T2033 Direct Transfer Under Subsection 146.3(14.1), 147.5(21) or 146(21), or Paragraph 146(16)(a) or 146.3(2)(e) |
| T2151 | DPSP or RPP transfer of a single amount under subsection 147(19) or section 147.3 of the Income Tax Act. | T2151 Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3 |
| T2030 | Transfer of a full or partial commutation of an RRSP annuity to another RRSP, a RRIF, an SPP, or a PRPP or to transfer it to buy another annuity. Transfer of an excess amount from a RRIF to an RRSP, an SPP or a PRPP. | T2030 Direct Transfer Under Subparagraph 60(I)(v) |
| T2220 | RRSP or RRIF, to the RRSP or RRIF of the annuitant's current or former spouse or common-law partner due to marriage breakdown. | T2220 Transfer from an RRSP, RRIF, PRPP or SPP to Another RRSP, RRIF, PRPP or SPP on Breakdown of Marriage or Common-law Partnership |
| ESDC SDE 0100 - Part A | RESP to another RESP at a different promoter Note: this transfer form MUST be sent to the receiving institution first |
Part A – Subscriber request (version 2023-05) |
Forms are subject to change. To access up-to-date forms visit:
Certain institutions or pensions may have additional form requirements and possible fees for completing a transfer. Be sure to check directly with the relinquishing institution for all requirements.
Complete the forms(s) in full including all required information:
A locking-in agreement (LIA) with pension jurisdiction information must be signed and completed for locked-in transfers.
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