Policy search request form by linzhengnd

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									Policy search request form
Requestor:
 Full name:

 Address:




 Telephone number:

 Email address:

1. Are you requesting a search on behalf of: Yourself                                           Someone else                          Client signed authority
2. If someone else, please confirm your interest (e.g. beneficiary, executor, relative, employer, solicitor, IFA etc)




3. Please provide full details of the policy you are trying to trace:

 Plan number:                                                  *Company that issued the plan (please see list                 Date of plan issue:
                                                               of companies below):



 Name of plan owner:                                           Owner’s date of birth (dd/mm/yy):                              Owner’s national insurance number:
                                                                                                                              (1st , 2nd and 8th digits only)



 Full name and address of policy holder:




 Previous address 1:



 Previous address 2:



 Signature (Policyholder):                                                                                                    Date:


 Signature on behalf of the Policyholder (if appropriate):                                                                    Date:



4. As a fraud prevention measure, we may need to ask you for additional documentary evidence; for example, if your name has
   changed since we last contacted you.
5. Please send this completed form to: Operations Dept, Sun Life Financial of Canada, Carter Court, 4 Davy Way, Gloucester GL2 2DE
*Armco Life Assurance Company Limited, Associated Investors Life Assurance Company Limited, British National Life Assurance Company Limited, British National Insurance
Company Limited, Cannon Assurance Limited, Citibank Assurance Company Limited, Confederation Life Assurance Company, Imperial Life Limited, Imperial Trident Life
Limited, International Life Insurance Company (UK) Limited, Laurentian Life, Liberty Life Assurance Company Limited, Life & Equity Assurance Company, Lincoln Assurance
Limited, Southampton Insurance Company Limited, Trident General Insurance, Company Limited, Trinity Insurance Company Limited, Yeoman Assurance Company Limited

Sun Life Assurance Company of Canada (UK) Limited (company number 00959082, FSA reference number 110481), SLFC Assurance (UK) Limited (company number 00830572, FSA reference number
139630) and SLFC Investment Managers (UK) Limited (company number 01900586, FSA reference number 122753) are all authorised and regulated by the UK Financial Services Authority. SLFC
Services Company (UK) Limited (company number 06997417) is an appointed representative of these companies. All companies trade under the name Sun Life Financial of Canada whose UK life
and pensions business is operated by Sun Life Assurance Company of Canada (UK) Limited and SLFC Assurance (UK) Limited. All companies are incorporated in England with registered office at
Matrix House, Basing View, Basingstoke, Hampshire, RG21 4DZ, England. www.sloc.co.uk
SL3537 - 8/11

								
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