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
- The Plan sponsor and member must complete pertinent information and sign this form upon member’s termination of employment or retirement.
- 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.
