Loading
Get Sun Life Financial 4290-e 2014
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Sun Life Financial 4290-E online
This guide provides clear and supportive instructions on how to complete the Sun Life Financial 4290-E form online. By following these steps, users can efficiently submit their unclaimed property search request with confidence.
Follow the steps to fill out the Sun Life Financial 4290-E form online:
- To begin the process, click the ‘Get Form’ button to obtain the Sun Life Financial 4290-E form and open it in your preferred editor.
- In the Requestor section, provide your last name, first name, address details (including street number and name, apartment or suite number, city, province, phone number, postal code, and email address).
- Attach a photocopy of two pieces of identification, ensuring that at least one is a photo ID.
- Indicate whether the unclaimed property is part of an Individual Plan or a Group Plan by selecting the appropriate option.
- Specify your affiliation to the unclaimed property (e.g., owner/member, life insured, beneficiary, executor, relative, attorney, etc.) in the provided field.
- If applicable, indicate whether the owner or member of the unclaimed property is still living by selecting ‘Yes’ or ‘No.’
- If you selected ‘No’ for the previous step, please enter the date of death in the specified format (dd-mm-yyyy).
- If you are submitting on behalf of someone else, ensure to provide two pieces of identification along with proof of your entitlement, such as a power of attorney or other relevant documentation.
- Provide a description of the unclaimed property by selecting the type (e.g., insurance product, savings product, trust product) and fill in the policy number and the company that issued the policy.
- Enter the date of policy issue and the owner/member's last name, first name, and date of birth in the specified format (dd-mm-yyyy).
- Specify your relationship to the owner/member and fill in the name of the life insured if applicable.
- Once you have completed all relevant sections, review your information for accuracy. You may then save changes, download, print, or share the completed form.
Complete your unclaimed property search request online now.
Get form
Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.
Withdrawing funds from Sun Life is a simple process, but it varies depending on your policy type. For Sun Life Financial 4290-E, you typically need to submit a withdrawal request, which can be done online or via customer service. Always keep in mind any withdrawal fees or conditions that might affect your available funds.
Get This Form Now!
Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.