Checklist - Sun Life
Define Goals and Review Client Information
Online Application to Sun Life
- Purpose
- Legato 1/2/3
- Legato Client Information
- Driver's License (Box) and SIN
Online Application to Sun Life
- Sun eApp
- Corporate owner
- Business number
- #5091 Corporate Resolution form
- #4545 International Tax Classification
- Sun #E96 - Financial Questionnaire for personal and corporate
- Large App: Sun #4831 Identify Third Party AML
- Non face-to-face: Sun #4355 NF2F form
- Replacement: complete LIRD
- Upload forms
- Sign and submit
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