Printable Forms: Sun Life Financial Pension
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.
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.
- 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).
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."
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.
- 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.
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.
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.
- 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.
