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Election of method of settlement and statement ... - Sun Life Financial 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the 'Information about the deceased' section. Indicate if the deceased is a member, spouse, or dependent, and provide their last name, first name, address, social insurance number, cause of death, date of birth, marital status at death, and relationship to the member.
  3. Next, complete the 'Member information' section. Enter the policy number, member's last name and first name, social insurance number, member ID number, date of birth, and address details.
  4. In the following fields, list all physicians who attended to the deceased in the past five years along with hospitals or institutions where treatment was received.
  5. If claiming an accidental death benefit, answer 'Yes' or 'No' and describe circumstances surrounding the death. Provide police officer details if applicable.
  6. Fill out 'Information about the claimant', including your name, address, telephone number, social insurance number, date of birth, relationship to deceased and basis of claim.
  7. Finally, review and sign in the 'Authorization and signature' section. Ensure all required documents are attached before submission.

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