MS. JULIE STATEMENT 227 KING ST S WATERLOO, ON N2J 4C5
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1 MS. JULIE STATEMENT 227 KING ST S WATERLOO, ON N2J 4C5 If you have questions about your savings and retirement statement, please contact your advisor, John Advisor, at (999) Or call our Customer Care Centre toll free at SUN-LIFE / Retirement income investments January 1, 20XX ($) December 31, 20XX ($) More details on Income Master RRIF AN-H999, , , Page 3
2
3 Owner(s): Julie Statement Policy minimum for 20XX $4, Issue/conversion date Interest details Maturity date 31 Dec 20XX ($) Daily interest account variable 6, Total $6, Daily interest rate can fluctuate. Opening balance on 01 Jan 20XX $6, Interest earned $15.49 Closing balance on 31 Dec 20XX $6, Income Type No Schedule Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies.
4 Issue/conversion date Interest details Maturity date 31 Dec 20XX ($) 15 June 20XX 3.50% 15 Jun 20XX $45, Total $45, You have a guaranteed investment maturing in the next 12 months. Your money will be reinvested for the same term unless you give us other instructions before the maturity date. Please contact your advisor to discuss options available to you. Opening balance on 01 Jan 20XX $47, Transfers out/withdrawals - $4, Interest earned $ Closing balance on 31 Dec 20XX $45, Income Type Frequency Income payment per frequency Minimum income Monthly $ (gross) Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies.
5 Contribution/transfers in: money being put into your policy/account. This section includes any deposits made through the pre-authorized cheque plan (PAC), cash and cheque deposits, money transferred into this policy/account from another policy/account, transfers from another investment within the same policy/account, and any corrections made to this policy/account. Income/transfers out/withdrawals: money being taken from your policy/account. This section includes any withdrawals made from your policy/account, money transferred out of this policy/account and deposited to another policy/account, transfers from one investment in the same policy/account, and any corrections to this policy/account. Locked in: money that has originated from a registered pension plan and has been transferred to either a locked-in RRSP or locked-in retirement account (LIRA). Opening balance on January 1, 20XX: The value of your guaranteed investments, minus any interest earned on the first day of 20XX. For your convenience, we have included your income schedule summary for all RRIF/LIF policy(ies) in this statement. On January 1st of each year, we are required to calculate the legal minimum withdrawal you are required to make from your RRIF. Depending on the type of income payments you have chosen to receive, you may see a change in the amount of your payment. Contract Administration We administer our contracts so they meet all current federal and provincial laws. We may be required by the Canada Revenue Agency (CRA), or a provincial regulator to update existing contracts to satisfy federal and provincial laws. These laws include the Income Tax Act (Canada). If you have any questions about your contract, please contact your advisor. How we protect your information At Sun Life, we take the security and confidentiality of your information very seriously At Sun Life Financial, protecting your privacy is a priority. We maintain a confidential file in our offices containing personal information about you and your contract(s) with us. Our files are kept for the purpose of providing you with investment and insurance products or services that will help you meet your lifetime financial objectives. Access to your personal information is restricted to those employees, representatives, distribution partners (such as advisors and their companies) and third party service providers who are responsible for the administration, processing and servicing of your contract(s) with us, our reinsurers or any other person whom you authorize. In some instances these persons may be located outside Canada, and your personal information may be subject to the laws of those foreign jurisdictions.
6 You are entitled to consult the information contained in our file and, if applicable, to have it corrected by sending a written request to us. Our privacy policy informs you that we will tell you about other products and services we offer and on how you can tell us if you no longer want this information. To find out about our Privacy Policy, visit our website at or to obtain information about our privacy practices, send a written request by to privacyofficer@sunlife.com, or by mail to Privacy Officer, Sun Life Financial, 225 King St. West, Toronto, ON M5V 2C5 Sun Life Assurance Company of Canada is a member of the Sun Life Financial group of companies.
MS. JULIE STATEMENT 227 KING ST S WATERLOO, ON N2J 4C5
MS. JULIE STATEMENT 227 KING ST S WATERLOO, ON N2J 4C5 If you have questions about your savings and retirement statement, please contact your advisor, John Advisor, at (999)999-9999. Or call our Customer
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