WHAT TO DO NOW - Sun Life Financial 2025

Get Form
WHAT TO DO NOW - Sun Life Financial Preview on Page 1

Here's how it works

01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out WHAT TO DO NOW - Sun Life Financial with our platform

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2
  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out your personal information. Record your name, address, and contact details in the designated fields. Ensure this information is accurate and up-to-date.
  3. Proceed to the section for health-care professionals. List your family doctor, dentist, and any specialists along with their contact information.
  4. In the 'People to Contact' section, provide details for your legal advisor, accountant, and financial advisors. Include names, phone numbers, and email addresses.
  5. Continue through each section methodically—documenting legal details, locations of important documents, bank accounts, insurance policies, and funeral arrangements as prompted.
  6. Review all entries for accuracy before saving or sharing the completed document with your executor.

Start using our platform today to simplify your estate planning process!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
The case was recently filed with the Ontario Superior Court of Justice. The Sun Life class action lawsuit alleges that the company willfully miscalculated cost-of-living increases for clients receiving long-term disability benefits.
With the plans money back feature, you can get a portion of your money back based on the total premiums paid after 10 years. NOTE: Benefits indicated above are subject to the specific guidelines set by Sun Life and the actual provisions of the insurance policy contract.
For variable life insurance accounts, Sun Life allows full or partial fund switching and/or withdrawal subject to existing administrative rules set by Sun Life. The amount to be switched must not be less than the minimum amount determined by Sun Life.
Phoenix Group acquired Sun Life Assurance Company of Canada (U.K) Limited in April 2023. At the end of November 2024, it was renamed Phoenix Life CA Limited.
Largest shareholders include Royal Bank Of Canada, Vanguard Group Inc, Td Asset Management Inc, Mackenzie Financial Corp, Bank Of Montreal /can/, 1832 Asset Management L.P., Manufacturers Life Insurance Company, The, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, National Bank Of Canada /fi/,

People also ask

Take out money Sign in to my Sun Life . From the Investments page, choose the plan you want to withdraw from. Select Make a change from the top menu and choose Withdraw.

Related links