Election of method of settlement and statement ... - Sun Life Financial 2025

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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, date of birth, and cause of death.
  3. Next, complete the 'Member information' section. Enter the policy number, member's last name and first name, social insurance number, and address details.
  4. In the 'Information about the claimant' section, print your name clearly and provide your relationship to the deceased along with your contact information.
  5. Finally, review the 'Authorization and signature' section. Ensure all necessary signatures are provided before submitting your form along with any required documents.

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