Description

Form Nbr

Aggregation Form for Variable Annuities

IAAA134

Annuitization - Lifetime Income Bonus Benefit Removal - For AG Edwards Products ONLY

IAAA108

Annuitization Paperwork for Variable Annuities

ANNUITIZATION KIT

Bank Draft Investing Enrollment Form

GX08-7503

Beneficiary Designation Form

SLPC 10647

Beneficiary Form for Annuitized Accounts

IAAA137

Beneficiary 403(b)/IRA Acknowledgement Form

SLPC 10973

California Residents Over Age 60 - CA 620 Form

GX08-7565

Charitable Remainder Trust Waiver Form

IAAA 04

Direct Deposit Form

GX08-7727

Fund Transfer Authorization Form

FTA-04

Fund Transfer Form

GX08-7258

Income ON Demand Benefit Base Increase Form

GX08-6865

Income ON Demand Systematic Withdrawal Form

GX08-7089

Income ON Demand Withdrawal Form

GX08-6824

Living Benefit Cancellation Form

GX08-6823

Non-Natural Owner Acknowledgement - Corporation

IAAA114

Non-Natural Owner Acknowledgement - Estate

IAAA115

Non-Natural Owner Acknowledgement - Partnership

IAAA116

Non-Natural Owner Acknowledgement - Tax Exempt

IAAA117

Ownership Change Request Form

GX08-6826

Partial Surrender RMD Form

GX08-7784

Power Of Attorney Affidavit

GX08-5943

Required Minimum Distribution Request For Owners Form

GX08-7090

Required Minimum Distribution for Owners Highlight Sheet

SLPC 7432

Required Minimum Distribution Request for Beneficiaries Form

SLPC 10975

Retirement Asset Protector (RAP) Step Up Request

GX08-6806

Retirement Asset Protector (RAP) Withdrawal Form

GX08-6827

Retirement Income Escalator (RIE) SWP Form

GX08-8336

Retirement Income Escalator (RIE) Upgrade Form

GX08-8323

Retirement Income Escalator (RIE) Withdrawal Form

GX08-8335

Roth IRA Conversion Form

GX08-7731

Schedule A Suspension Request Form

IAAA142

Secured Returns Withdrawal Form

GX08-6849

Secured Returns Systematic Withdrawal Form

GX08-6973

Secured Returns Cancellation Form

IAAA112

Secured Returns 2 Step-Up Form

IAAA110

Secured Returns 2 AB to WB Form

IAAA111

Secured Returns for Life and Secured Returns for Life Plus Step-Up Form

GX08-7217

Secured Returns for Life and Secured Returns for Life Plus AB to WB Form

GX08-7215

Stretch Payments Request Form for Non-Qualified Accounts

SLPC 10649

Stretch Payments - Beneficiary Account Acknowledgement Form for Non-Qualified Accounts

SLPC 10559

Sun Life Trustee Certification

TRUSTEE CERT

Systematic Withdrawal Request Form for SunDex Advantage

SA08-7086

Systematic Withdrawal Request Form for SunDex Bonus

SB08-7218

Systematic Withdrawal Request Form for SunDex Provantage

SP08-7085

Systematic Withdrawal Request Form for SunLife Variable Annuities

GX08-7084

Transfer Forms Booklet

TRANSFER FORMS BOOKL

Transfer Out Of Assets or Rollovers from Qualified Accounts

GX08-7520

Transfer Out Of Assets from a 403(B) Form

GX08-7971

Transfer Out Of Assets Request for Outgoing Full 1035 Exchange Form

GX08-7507

Withdrawal Form for Sun Life Variable Annuities

GX08-6810

Withdrawal Form for SunDex Advantage

SA08-6875

Withdrawal Form for SunDex Bonus

SB08-7219

Withdrawal Form for SunDex 100 and SunDex ProVantage

GX08-6812

Withdrawal - Enrollment Request for Substantially Equal Periodic Payments (SEPP) (72T)

GX08-7724

Withdrawal - Change To Substantially Equal Periodic Payments (SEPP) (72T)

GX08-7719

Withdrawal Form for Rydex & Stein Roe ONLY

IAAA118

NY Bank Draft Investing Enrollment Form

NGX08-7505

NY Beneficiary Designation Form

GX08-6822

NY Certificate of Deposit Transfer Form

IAAA 21

NY Charitable Remainder Trust Waiver Form

IAAA 22

NY Change in SEPP Amount Form

NGX08-7721

NY Direct Deposit of Annuity Payments Form

NGX08-7730

NY IRA, 403(b) or Qualified Transfer and Direct Rollover Form

IAAA 18

NY Transfer OUT Of Assets or Rollovers for Qualified Accounts

NGX08-7521

NY Transfer Out Of Assets from a 403(B) Form

NGX08-8075

NY 1035 Exchange Form for Non-Qualified Annuities

IAAA 17

NY IRA Conversion/Rollover Request Form

IAAA 40

NY Request for Outgoing Full 1035 Exchange Form

NGX08-7509

NY Regulation 60 Paperwork and Transfer Forms

NGX08-6914

Non-Natural Owner Acknowledgement - Corporation

IAAA114

Non-Natural Owner Acknowledgement - Estate

IAAA115

Non-Natural Owner Acknowledgement - Partnership

IAAA116

Non-Natural Owner Acknowledgement - Tax Exempt

IAAA117

NY Fund Transfer Authorization Form

FTANY-04

NY Non-Qualified Beneficiary Account Acknowledgement Form

SLPC 10650

NY Benficiary IRA/403B Acknowledgement Form

NGX08-6847

NY Collateral Assignment Authorization Form

IAAA 09

NY Compass 3 403(b) Salary Reduction Agreement Form

IAAA 24

Required Minimum Distribution Request for Beneficiaries Form

SLPC 10975

Required Minimum Distribution Request For Owners Form

GX08-7090

NY Secured Returns for Life & Secured Returns for Life Plus AB to WB Form

NGX08-7216

Aggregation Form for Variable Annuities

IAAA134

NY Ownership Change Request Form

NGX08-7240

NY Systematic Withdrawal Request Form for SunLife Variable Annuities

NGX08-7239

NY Secured Returns Systematic Withdrawal Form

NGX08-7237

NY Variable Annuitization Paperwork

ANNUITIZATION KIT NY

NY Beneficiary Form for Annuitized Accounts

IAAA138

Schedule A Suspension Request Form

IAAA142

Secured Returns New York Withdrawal Form

NGX08-6850

NY IOD Withdrawal Form

NGX08-6825

NY Withdrawal Form for Sunlife Variable Annuities

NGX08-6897

NY Roth IRA Conversion Form

NGX08-7733

NY Partial Surrender RMD Form

NGX08-7785

NY SEPP Enrollment Form

NGX08-7725

Annuitization Paperwork for Keyport Variable Annuities

KP VARIABLE

Beneficiary Change Request Form

KX08-7148

Bank Draft Investing Enrollment Form

KX08-7504

Charitable Remainder Trust Waiver Form

IAAA 04

Fixed Annuitization Paperwork

IAAA79

Keyport VA Fund Transfer Form

KX08-7529

Ownership Change Request Form

GX08-6826

Transfer OUT Of Assets or Rollovers from Qualified Accounts

KX08-7522

NY Transfer OUT Of Assets or Rollovers from Qualified Accounts

NKX08-7523

Request for Outgoing Full 1035 Exchange Form

KX08-7508

Required Minimum Distribution Option Form

MINIDOPTIONFORM

Non-Natural Owner Acknowledgement Non-Profit

IAAA76

Non-Natural Owner Acknowledgement For-Profit

IAAA75

NY Bank Investing Enrollment Form

NKX08-7506

NY 1035 Exchange Form for Non-Qualified Annuities

IAAA 17

NY Automatic Premium Payment Authorization Form

IAAA 55

NY Beneficiary Change Request Form

NKX08-7241

NY Certificate of Deposit Transfer Form

IAAA 21

NY Direct Deposit of Annuity Payments Form

NGX08-7730

NY Enhanced DCA Disclosure Form

IAAA 57

NY IRA, 403(b) or Qualified Transfer and Direct Rollover Form

IAAA 18

NY IRA Conversion/Rollover Request Form

IAAA 40

NY Ownership Change Request Form

NGX08-7240

NY Request for Outgoing Full 1035 Exchange Form

NKX08-7510

NY Regulation 60 Paperwork and Transfer Forms

NGX08-6914

NY Systematic Withdrawal Request Form for Fixed Annuities

NGX08-7242

NY Systematic Withdrawal Request Form for Variable Annuities

NGX08-7243

Power Of Attorney Affidavit

GX08-5943

Schedule A Suspension Request Form

IAAA142

Sun Life Trustee Certification

TRUSTEE CERT

Systematic Withdrawal Request Form for Keyport Fixed Annuities

KX08-7088

Systematic Withdrawal Request Form for Keyport Variable Annuities

KX08-7087

Transfer Forms Booklet

TRANSFER FORMS BOOKL

Withdrawal Form for Keyport Fixed Annuities

KX08-6813

Withdrawal Form for Keyport Fixed Index Annuities

KX08-6811

Withdrawal Form for Keyport Variable Annuities

KX08-6814

Withdrawal Form for Keyport New York Fixed Annuities

NGX08-6898

Withdrawal Form for Keyport New York Variable Annuities

NGX08-6895

Keyport Direct Deposit of Annuity Payments Form

KX08-7728

Keyport Roth IRA Conversion Form

KX08-7732

Keyport SEPP Enrollment Form

KX08-7723

Keyport SEPP Change Form

KX08-7720

Keyport Partial Surrender RMD Form

KX08-7783

Keport Required Minimum Distribution Option Form

KX08-7717

Keyport Transfer Out Of Assets from a 403(B) Form

KX08-8074

NY Keyport Direct Deposit of Annuity Payments Form

NKX08-7729

NY Keport Required Minimum Distribution Option Form

NKX08-7718

NY Keyport Partial Surrender RMD Form

NKX08-7786

NY Keyport Roth IRA Conversion Form

NKX08-7734

NY Keyport SEPP Change Form

NKX08-7722

NY Keyport SEPP Enrollment Form

NKX08-7726

NY Transfer Out Of Assets from a 403(B) Form

NKX08-8076

Alabama Replacement Form

ALrep

Arizona Replacement Form

AZrep

Arkansas Replacement Form

ARrep

California Replacement Form

CArep

Colorado Replacement Form

COrep

Delaware Replacement Form

DErep

Florida Replacement Form

FLRep

Georgia Replacement Form

GArep

Hawaii Replacement Form

HIrep

Idaho Replacement Form

IDrep

Illinois Replacement Form

ILLrep

Indiana Replacement Form

INrep

Iowa Replacement Form

IArep

Kansas Replacement Form

KSrep

Kentucky Replacement Form

KYrep

Louisiana Replacement Form

LArep

Maine Replacement Form

MErep

Maryland Replacement Form

MDrep

Massachusetts Replacement Form

MArep

Minnesota Replacement Form

MNrep

Mississippi Replacement Form

MSrep

Missouri Replacement Form

MOrep

Montana Replacement Form

MTrep

Nebraska Replacement Form

NErep

Nevada Replacement Form (Life to Annuity)

NVrep

Nevada Replacement Form (FA and FIA to Annuity)

NVrep

New Hampshire Replacement Form

NHrep

New Jersey Replacement Form

NJrep

New Mexico Replacement Form

NMrep

North Carolina Replacement Form

NCrep

Ohio State Replacement Form

OHrep

Oklahoma Replacement Form

OKrep

Oregon Replacement Form

ORrep

Pennsylvania Replacement Form

PArep

Puerto Rico Replacement Form

PRrep

Rhode Island Replacement Form

RIrep

South Carolina Replacement Form

SCrep

South Dakota Replacement Form

SDrep

Tennessee Replacement Form

TNrep

Texas Replacement Form

TXREP

Utah Replacement Form

UTrep

Virginia Replacement Form

VArep

Vermont Replacement Form

VTrep

Washington Replacement Form

WArep

West Virginia Replacement Form

WVrep

Wisconsin Replacement Form

WIrep

Wyoming Replacement Form

WYrep