Sun Life GIFs – application process modifications while working with Clients remotely
We understand that it’s not exactly business as usual. You’re adjusting the way you work, and we’re doing the same. We’ve temporarily amended guidelines on the information and types of authorization we can accept for Sun Life GIF applications. Our aim is to make it easier for you and your Clients to do business with us remotely.
Tips for completing applications remotely
1. Completing applications and forms: Use video conferencing to meet with your Clients, and use the online application and applicable forms on sunlifegifs.ca that can be saved to your computer. See also section below: Verification of Identity (VOI) for non-registered contracts.
2. Getting your Client’s signature: We accept e-signatures for certain documents – check with your Distributor for details. Alternatively, use the following chart to assess your options for getting a valid signature:
Client has a printer and scanner (preferred option) | Client has a printer but no scanner | Client has no printer and no scanner |
Email completed application and any applicable forms to Client Client prints documents and signs Client scans the signed documents and copies of the VOI documents (if applicable) Emails documents to advisor | Email completed application and any applicable forms to Client Client prints and signs documents Then the Client can either: 1. Take a picture of each page of the documents and send to advisor OR 2. Mail the signed documents and copies of the VOI documents (if applicable) | Email completed application and applicable forms to Client Client uses software such as Adobe Pro to place a scribble signature on the document digitally (typing their name is not acceptable) Client emails the digitally signed documents and copies of the VOI documents (if applicable) Alternatively, you can mail the completed application to the Client for signature, and they can return the paper document by mail |
If none of the above options are viable for you and/or your Client, contact Client Services at 1-844-SLF-GIFS (1-800-753-4437) to explore how we can provide further support.
3. Giving the Client the information folder and contract, as well as fund facts: Use the ‘share’ functionality on sunlife.ca/gifs to send these electronically.
4. Submitting the application: Submit via fax, mail or secured email. Include copies of the verified source documents to support the Dual Process, and indicate that you used the non-face-to-face process.
Tip: Record the contract number (if available) and date the application and any additional forms before saving the documents to your computer.
Verification of Identity (VOI) for non-registered contracts
For non-registered contracts, please use the new, modified dual process method to visually confirm the VOI:
- Complete sections 1, 6, and 7 of the identity verification, third party determination and politically exposed persons (PEP) for individual owners form (4830). All other anti-money laundering (AML) information is completed directly in the application.
- See detailed instructions on how to use the dual process and what documents you can use.
Note: If this is for an existing Client who has provided VOI and AML information within the last 24 months – you may not need to collect this again. You must confirm the information is still accurate. If it is, add this note to special instructions: “This application was completed and non face-to-face and VOI/AML information was collected within the last 24 months on contract <<insert contract number>>.”
IMPORTANT: All above references to using email are referring to secured email. You must use secured email when sending any of these documents to your Client.
Contact: gifs@sunlife.com