Sunlife e83 2025

1. Click ‘Get Form’ to open the sunlife e83 in the editor.
2. Begin by listing the policy numbers for which you wish to change beneficiaries. Ensure each number is entered clearly.
3. Provide your personal information as the policy owner, including your full name, date of birth, and phone number.
4. If applicable, fill in details about the insured person using a separate form for each individual. Include their name, date of birth, and phone number.
5. For Quebec policies, indicate if you are naming your legally married or civil union spouse as a beneficiary. Choose between irrevocable and revocable options.
6. List your new primary beneficiaries along with their relationship to the insured person and percentage shares. Repeat for secondary beneficiaries if necessary.
7. If any beneficiary is under 18, designate a trustee and provide their name. Ensure you understand the implications of this designation.
8. Finally, sign and date the form as the policy owner. Make sure all required signatures are included if there are multiple owners.

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