Transcription of Application for direct transfer of assets - Sun Life …
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Application for direct transfer of assets - Sun Life …
Page 1 of 2 DIR TRSF E-03-17 X9 For SLF use: ACCT Application for direct transfer of assets Instructions for annuitant/owner (The term annuitant means the person who is entitled to receive payments from the plan.) Instructions for relinquishing institution (financial institution currently holding the assets ) Complete sections 1, 2, 3 and 6. Forward the signed form to the relinquishing institution (currently holding the assets ). Complete section 5 and return the form with a cheque for deposit into the annuitant/owner s account to: Sun Life Financial PO Box 11001 Stn CV, Montreal QC H3C 3P3 Please PRINT clearly. Nota : La version fran aise de ce document est galement disponible. 1 Member identification *Your Social Insurance Number is used for administrative purposes so that information on this form is applied to your account.
Page 1 of 2 C0KHL.02 DIR TRSF E-03-17 X9 For SLF use: ACCT Application for direct transfer of assets Instructions for annuitant/owner (The term “annuitant” means the person who is entitled to receive payments
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