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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
You can send us a secure message through my Sun Life or contact us through the my Sun Life mobile app. Or, you can call us at 1-877-SUN-LIFE (1-877-786-5433) Monday to Friday, 8 a.m. to 8 p.m. ET.
COMPULSORY DOCUMENTS Certified copy of death certificate. Notification of death form DHA 1663, (formerly BI 1663). Copies of ID or passport for the deceased. Proof of banking details (signed, dated and stamped bank statement not older than three months) for all beneficiaries/estate.
To check your balance: Sign in to my Sun Life. Under Investments, click my financial centre. Under Quick links, choose Balances.
Proof of Address such as Aadhaar Card (UID), Passport, Election ID etc. Legal Heir Certificate (not mandatory) Affidavit stating that the deceased died intestate and there are no other legal heirs other than the one mentioned therein (to be stamped as per local Law).
Life insurance purchased through an advisor Contact us. Please call us at 1-877-786-5433, Monday to Friday from 8 a.m. to 8 p.m. ET to let us know about your loss. Confirm if we need more information. Send us your claim information. Our review. The claim decision.
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People also ask

Personalized workplace plan claims forms To get your claim forms: Sign in to my Sun Life. Under Benefits, choose Submit a Claim, then Print claim form. Choose the PDF claim form you need and fill it out online, or print it and fill it out by hand.
Steps Needed to Submit a Claim Contact life insurance agent or the companys customer service department. The beneficiary will need to notify the insurance company or agent of the policyholders death. Gather documents. Wait for the claim to be processed. Receive the death benefit.
The claimant must submit the written intimation as soon as possible to enable the insurance company to initiate the claim processing. The claim intimation should consist of basic information such as policy number, name of the insured, date of death, cause of death, place of death, name of the claimant.
Click your MF account number(s) and click the Statement of account tab. Click Download Statement to access your e-SOAs. Up to how many e-SOAs are reflected on the Portal? The My Sun Life Client Portal will contain your e-SOAs for the past two (2) years or a total of eight (8) quarters.
To get your claim forms: Sign in to my Sun Life. Under Benefits, choose Submit a Claim, then Print claim form. Choose the PDF claim form you need and fill it out online, or print it and fill it out by hand.

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