Sun Life Financial - Sun Life Sales

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Life Forms & Applications

To get a single form quickly, go to Form & Applications. If you are a regular user, you should register on the full-service site.

Get all the info you need

View “Your Account / Book of Business” for pending & inforce life cases, product information, illustration software, marketing material, underwriting & new business info and much more. Find out more and register.

Register for full service now!

Appointed Producers can register by providing a SS/Tax ID # and either a Producer # or a Contract/Policy Number

Distribution Support Staff can register by obtaining a “Firm Key” from your Office Manager or your Sun Life Sales Desk Representative (866-990-2399)

Tools to build your practice

• Quick access to life insurance forms and applications
• Information on our full-service site and instructions on how to register

Use the New User button in the above box to get started!

Access to this page and the Forms and Applications site (the “Site”) is limited to licensed brokers who are appointed with a Sun Life Financial member company and their authorized administrative staff acting under the direction and supervision of such licensed and appointed brokers. By accessing the Site you are representing that you are a licensed broker appointed with a Sun Life Financial member company in the applicable state(s) for which you are accessing the Site, or you are performing administrative work under the direction and supervision of such a licensed and appointed broker. You may use the Site and download or print materials from the Site solely in the normal course of business as a licensed and appointed broker with a Sun Life Financial member company and subject to the terms and conditions of any applicable sales, distribution, and appointment agreements, as well as the applicable Sun Life Financial member company’s policies and procedures, including but not limited to the Market Conduct Guide for Individual Life and Annuity Producers.

SLPC 21339 01/10 (exp. 01/12)