To be eligible, your policy must have a disability waiver benefit. The claimant will need to complete the Claim Form and an authorization to obtain additional medical information if necessary, provide a Physician's Statement completed by the treating physician, and provide a statement from his or her employer.

address confirmation for mailing the necessary forms.

the date the disability commenced and the cause of disability and.

name of the insured and policy owner (if different).Call or send your request to obtain the Claims Forms. The designated beneficiary will need to provide proof of death (i.e., certified copy of the death certificate or a notarized attending physician's statement) and a completed claim form.Ī. beneficiary's name, address and phone number.funeral home name, address and phone number and.name of the deceased, and the dates of birth and death.To expedite your claim, including the following information: Call or send your request to obtain the necessary forms. The rate is not guaranteed and is subject to change.Ī. Interest on SLFBA assets is compounded daily at an annual rate of 0.25% and is credited once a month. Find the current interest rate on a Sun Life Financial Benefit Account (SLFBA)?Ī. Call or complete the Policy Change Request form to determine if your policy is eligible for face amount increases. Increase the face amount on my policy? (interest sensitive policies only)Ī. Send a copy of the Power of Attorney document and include the policy number(s). Complete the Authorization for Assignment or Release of Policy as Collateral form and have the assignee complete it, including the policy number(s).Ī. Remove a collateral assignment from my policy?Ī. Complete the Authorization for Assignment/Release of Policy as Collateral form or complete the American Banking Association Collateral Assignment Form, available at most financial lending institutions. Complete the Trustee Certification/Affidavit form. Ownership Change Request if in New York Ī.If none is designated and the primary owner dies before the insured, the ownership will default to the estate of the primary owner. We encourage you to designate a contingent owner if the primary owner is not the insured. If designating a trust, please complete the Trustee Certification/Affidavit form as well. Complete the Ownership Change Request form. Beneficiary Change Request if in New York Ī.If none is designated, the contingent beneficiary will default to the estate of the insured. We encourage you to designate a contingent beneficiary in the event the primary beneficiary dies before the insured. Complete the Change of Beneficiary form, listing the policy number(s). Name, Address, & Email Change Request if in New York Ī.Name, Address, & Email Change Request.Call or complete the Name, Address, and E-mail Change Request form including policy number(s). Change the phone number or address on my policy?Ī.

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