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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