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SunLife Financial Pension Forms


First Nations Insurance Services Ltd Defined Contribution Pension Plan Application

The new plan member must complete this form before the date of enrolment
in the pension plan. Download Form

Retirement Savings Plan—Financial Change Authorization
The plan member must use this form to transfer assets currently in member’s account,
to change allocation of future contributions or to stop or change rate of contributions.
Download Form

Change of Records
The plan member must complete this form, if required, due to a change of name, change
of address, change of marital status and/or member's wish to change beneficiary designation(s).
Download Form

Notice of Termination of Service (Plan Sponsor and Plan Member)
Plan sponsor must complete applicable section(s) then sign form and have Plan
member complete Section C then have member sign the form and return to our office
for processing. Plan sponsor must attach a completed Tax Certification Letter (below)
for those members whose income was tax-exempt." Download Form

Notice of Termination of Service (Plan Sponsor Only)
The Plan sponsor and member must complete pertinent information and sign this form upon
member's termination of employment, retirement or death. Plan sponsor must attach a
completed Tax Certification Letter (below) for those members whose income was tax-exempt.
Download Form

Tax Certification Letter
When a member terminates employment or retires and is eligible to cash out their pension
assets or chooses to start a retirement income under a product offered by Sun Life Group
Retirement Services, the Tax Exemption Certification letter will need to be completed and
signed by the employer. Download Form

Non-Registered Savings Plan (NREG) Enrolment Form
The new plan member must complete this form before the date of enrolment in the
non-registered savings plan. Download Form

Appointment of Trustee or Administrator for a Minor Beneficiary
The Plan member must complete this form if a minor beneficiary is assigned under
their retirement plan. Download Form

Request to Withdraw Funds
The Plan Sponsor & Plan Member must complete & sign this form upon termination of
employment or retirement, and in order to request a withdrawal of or transfer funds available.
Download Form




 

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