Exception sun life form 2026

1. Click ‘Get Form’ to open the exception sun life form in the editor.
2. Begin by filling out your personal information in the 'Plan Member Information' section. Include your contract number, member ID, last name, first name, date of birth, and contact details.
3. In the 'Claimant Information' section, provide details about the person for whom you are making the claim. Specify their relationship to you and select the reason for your request from the provided options.
4. If applicable, complete the 'Coordination of Benefits' section by indicating if the claimant is covered under another benefit plan and providing necessary details.
5. Ensure that you authorize Sun Life Assurance Company to collect necessary information by signing in the 'Authorization and Signature' section.
6. Finally, have your prescribing physician complete their section on the reverse side of the form, detailing medical reasons for requesting an exception.

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