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

Assignment as Collateral Security Form - New York

20-616 NY

Bank Authorization PAC Form

30091

Bank Authorization PAC Form - New York

30091 NY

Beneficiary Change Request

43-4

Beneficiary Change Request - New York

43-4 NY

Individual Death Claim Form

44-5

Individual Death Claim Form - New York

44-5 NY

Ownership Change Request

43-3

Ownership Change Request - New York

43-3 NY

Release of Assignment as Collateral Security Form

20-638

Release of Assignment as Collateral Security Form - New York

20-638 NY

Verification of Trust

14-241

Verification of Trust - New York

14-241 NY

Verification of Trust Death Claim

44-20

Verification of Trust Death Claim - New York

44-20 NY

Loan, Dividend, Withdrawal, or Partial Withdrawal Request Form

LPDW

Loan, Dividend, Withdrawal, or Partial Withdrawal Request Form - New York

LPDW NY

Loan, Dividend, Withdrawal, or Partial Withdrawal Request Form - Oregon

LPDW OR

Loan, Dividend, Withdrawal, or Partial Withdrawal Request Form - Washington

LPDW WA

Date of Birth Change Request Form

DOBC

Date of Birth Change Request Form - New York

DOBC NY

VUL Date of Birth Change Request Form

DOBC V

VUL Date of Birth Change Request Form - New York

DOBC VNY

Statement of Lost Policy Form

LPCS

Statement of Lost Policy Form - New York

LPCS NY

VUL Statement of Lost Policy Form

LPCS V

VUL Statement of Lost Policy Form - New York

LPCS VNY

Name, Address, & Email Change Request Form

NAEC

Name, Address, & Email Change Request Form - New York

NAEC NY

VUL Name, Address, & Email Change Request Form

NAEC V

VUL Name, Address, & Email Change Request Form - New York

NAEC VNY

VUL Telephone Authorization Form

20-302

VUL Telephone Authorization Form - New York

20-302 NY

VUL Third Party Authorization Form

20-309

VUL Third Party Authorization Form - New York

20-309 NY

VUL Policy Proceeds Form

20-304

VUL Policy Proceeds Form - New York

20-304 NY

VUL Policy Proceeds Form - Oregon

20-304 OR

VUL Policy Proceeds Form - Washington

20-304 WA

VUL Fund Administration

VUL Fund Admin Form

20-823

VUL Fund Admin Form - New York

20-823 NY

VUL Payment Administration

VUL Premium Changes Form

PPDC V

VUL Premium Changes Form - New York

PPDC VNY

VUL Bank Authorization PAC Form

30091 VL

VUL Bank Authorization PAC Form - New York

30091 VL NY

SLPC5578

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