What is the process for changing my beneficiary?

Changing a beneficiary with Sun Life Financial is generally a straightforward process, but it can vary depending on the specific type of product or policy involved, such as life insurance or investment accounts. To initiate the change, it is advisable to access your client account through the Sun Life financial website. This platform often allows users to manage their accounts directly, including updating beneficiary information. If users prefer to fill out a form instead, they can typically find the change of beneficiary form in the resources section of the Sun Life website. After completing the form with the necessary details, including the name and relationship of the new beneficiary, it should be submitted according to the instructions provided, which may require mailing or faxing it. It is important to ensure that the selected beneficiary remains valid and that all relevant changes are documented. Users should also consider discussing their decisions with legal or financial advisors to ensure that changes align with their overall financial and estate planning goals. For precise steps and any specific requirements, checking the current Sun Life website is highly recommended, as it contains the most accurate and up-to-date information.