Inpatriate Health Plan EnrolmentChange Form For employees 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by selecting the type of coverage you are applying for: Single, Single + 1 dependent, or Single + 2 dependents or more. This is crucial for determining your insurance needs.
  3. Fill in your general information, including your policy number, billing group number, and member identification number. Ensure all details are accurate to avoid processing delays.
  4. Provide personal details such as your name, date of birth, and contact information. If applicable, include information about your spouse and dependent children by filling out their respective sections.
  5. Complete the declaration and authorization section by confirming that your answers are true. Sign and date the form where indicated.
  6. Finally, return the completed form to Sun Life Assurance Company of Canada using the provided address.

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You can update your banking or credit card information for your investment plans by calling the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET. You can update your banking information for your group benefits plan online: Sign in to my Sun Life.
A dependent is defined as a person, especially a family member, who relies on another for financial support. Within group benefits plans, this refers specifically to your spouse and children. Parents, grandparents, and cousins for example, are not eligible dependents in a group benefits plan.
I forgot my email/Access ID. You can find it on statements, letters or contracts youve received from us.

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Click browse to select the file you wish to upload. Then click submit. Only documents with the extension format of docHub (pdf) or Text (txt) can be submitted online. Documents with any other extension format can be submitted by fax or TLS email.
Select Add a member from the Members menu, or from the Members table on the Welcome page. Enter the information for the new member. Click on continue. Enter remaining information for the new member. Click on submit to submit the form and view the Coverage Summary.
To change your beneficiaries: Sign in to my Sun Life. Under Investments, click my financial centre. Under Quick links, choose Beneficiary info. Under Update Beneficiary info, click the Beneficiary designation form button to download the PDF version of the form. Then follow the instructions on the page.
Removing a dependent To remove an overage dependent or spouse from your plan, please contact the Sun Life Customer Care Center at 1‑800‑361‑6212. You will need to provide them with your contract number (150798) and your member ID (the same as your employee ID) when you call.
Submitting PSA claims online for Standard Plans 1. Sign-in to mysunlife.ca or the my Sun Life mobile app. 2. Click Submit a claim and select Personal Spending Account.

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