Checklist & Premium Payments - Sun Life

Define Goals and Review Client Information

• 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

sun_life_online_banking_instructions.jpg
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File Type:	jpg

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