Sun Life Financial, US

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Licensing

For a new broker/firm or individual:

To become contracted/appointed, we will need the following completed and mailed to us:

  1. Group Producer Agreement and Contract Application Form
    New York | Traditional or Worksite Products with Flat/Graded Commissions | Worksite Products with High/Low and Vested Commissions

  2. Fair Credit Reporting Act Consent Form
    All States

  3. Current copy of the Life and Health/Disability License for the state in which you are requesting the appointment

  4. W-9 Form
    All States

For a new writing agent with a firm that is already contracted/appointed with us:

To become contracted/appointed, we will need the following completed and mailed to us:

  1. Group Producer Agreement and Contract Application For Individual Form
    New York | All Other States

  2. Fair Credit Reporting Act Consent Form
    All States

  3. Current copy of the Life and Health/Disability License for the state in which you are requesting the appointment

Want to have your commissions deposited electronically? Click here to complete the Electronic Funds form.

 

PDF Format Our forms are available in Portable Document Format (PDF). To view the forms, you may need to download the latest version of Adobe® Acrobat® Reader which is available free at www.adobe.com.