If you have a Whole Life, Universal Life or Variable Universal Life policy, browse this list of frequently-used forms for Sun Life Assurance Company of Canada (US).

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Policy Information for Whole, Universal & VUL

VUL Fund Administration

VUL Payment Administration

 

Description

Form Nbr

Policy Information for Whole, Universal & VUL

Assignment as Collateral Security Form

20-616

New York - Assignment as Collateral Form

20-616 NY

Bank Authorization PAC Form

30091

New York - PAC Bank Authorization Form

30091 NY

Beneficiary Change Request

43-4

New York - Beneficiary Change Request

43-4 NY

Individual Death Claim Form

44-5

New York - Individual Life Death Claim Form

44-5 NY

Ownership Change Request

43-3

New York - Ownership Change Request

43-3 NY

Policy Service Request Form

20-200

New York - Policy Service Request

20-200 NY

Release of Assignment as Collateral Security Form

20-638

New York - Release of Assignment

20-638 NY

Verification of Trust

14-241

Verification of Trust Death Claim

44-20

New York - Verification of Trust Death Claim

44-20 NY

VUL Conversion Form

20-306

New York - VUL Conversion Form

20-306 NY

New York - VUL Directed Deductions Selection Form

20-317A NY

VUL - Policy Change Form

20-305

New York - VUL Policy Change Form

20-305 NY

Futurity - Telephone Authorization Form - VUL

20-302

New York - VUL Telephone Authorization Form

20-302 NY

Third Party Authorization Form - VUL

20-309

New York - VUL Third Party Auth Form

20-309 NY

VUL Fund Administration

VUL Asset Allocation Program Form

20-316

New York - VUL Asset Allocation program

20-316 NY

VUL Dollar Cost Averaging Form

20-314A

New York - VUL Dollar Cost Averaging Form

20-314A NY

Futurity - Fund Transfer Form

20-312

New York - Fund Transfer Form

20-312 NY

Futurity - Portfolio Rebalancing Form

20-315

Futurity - VUL Policy Proceeds Form

20-304

New York - VUL Policy Proceeds Form

20-304 NY

VUL Payment Administration

VUL Additional Payment Form

20-313

New York - VUL Additional Payment Form

20-313 NY

VUL Directed Deductions Selection Form

20-317A

New York - Portfolio Rebalancing Form

20-315 NY

Futurity - Pre-Authorized Check Form - VUL

20-308

New York - VUL Pre-Authorized Check Plan Form

20-308 NY

SLPC5578

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