2013 Canada Sun Life Financial 4197-OPT-CI-BI-E (Formerly 4197-OPT-CI-E)-2026

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  1. Click ‘Get Form’ to open the document in our editor.
  2. Begin with Section 1, which is designated for the plan administrator. Fill in the contract number, contract holder name, and select whether the member is new or re-hired. Ensure to include the date of hire and effective coverage date.
  3. Proceed to Section 2 for plan member details. Clearly print your last name, first name, gender, address, date of birth, and marital status. Choose your preferred language and provide your email address.
  4. In Section 3, indicate any refusals of benefits for Extended Health Care or Dental Care by checking the appropriate boxes.
  5. For banking details in Section 4, attach a void cheque or direct deposit form as instructed.
  6. Complete Sections 5 and 6 if applying for spouse or children coverage respectively. Provide their names, dates of birth, and any relevant health care coverage information.
  7. In Sections 7 through 10, specify optional benefits and beneficiaries. Make sure to initial any changes made.
  8. Finally, sign and date the form in Section 12 to authorize the information provided.

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SunLife Ltd is a UK-based financial services company. Founded in 1810, the company is best known for its range of services for people aged 50 and over. SunLife currently offers over 50s life insurance and equity release in the United Kingdom.
Visit sunlife office directly. Yes, you can just stop paying for it but you will lose everything you paid. Depending on what your policy is, you might be able to claim some of it back upon surrender.
Share certificate holders: Contact a stockbroker to sell your common shares of Sun Life Financial Inc. Share ownership participants in Canada: You can sell your common shares by detaching and completing Form A on the front of your share ownership statement. Mail the form to TSX Trust Company .
Phoenix Group acquired Sun Life Assurance Company of Canada (U.K) Limited in April 2023. At the end of November 2024, it was renamed Phoenix Life CA Limited.
The administration of the Public Service Health Care Plan (PSHCP) will transition from Sun Life to Canada Life on July 1, 2023.

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How can I access my insurance policy information? Manage your account and access policy information by registering in the My Sun Life client portal. Learn how to register and download the Sun Life PH mobile app. You may also visit any of our Client Service Centers.
The administration of the Public Service Health Care Plan (PSHCP) will transition from Sun Life to Canada Life on July 1, 2023. As preparations for the transition continue, Sun Life, as the current plan administrator would like to say a word of thanks and provide further transition details.

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