Help

What is Plan Advisor Services?

The Plan Advisor Services website enables seamless access to both Group Benefits and Group Retirement Services.
It presents the most commonly used tools and information right up front, to provide an easy, self-serve environment online.
You’ll find a wide range of product information, news, forms and other tools to make your job easier.
Use our handy drop-down menus, Quick Links, Frequently Asked Questions (FAQs) and Help pages to make things even easier.

Who can use this website?

Anyone who sells Sun Life Financial Group Benefits or Group Retirement Services can access this website.

How do I sign in to Plan Advisor Services?

You need both an Access ID and a password to sign in to Plan Advisor Services. If you don’t have an Access ID, please contact us.

What if I forgot my Access ID?

For assistance, please contact us.

What if I forgot my password?

If you forgot your password, you can request a new password online.

What are the requirements for using this site?

Microsoft Internet Explorer, version 6 or higher
Mozilla Firefox, version 2 or higher
A browser supporting a minimum 128-bit encryption
A browser configured to enable SSL
A browser configured to enable JavaScript
An Access ID and a password
Popups should be enabled

Note: Beta or test versions of browsers are not supported.

What about security?

At Sun Life Financial, we work hard to protect your information and keep it confidential.

For more information about our security measures, review our Security policy.

Contact us

To protect the confidentiality of personal information, we recommend you contact us by phone if you are providing us with sensitive information.

Questions about Group Benefits

At Sun Life we believe in the rewards of employee health.

By listening, understanding and by partnering with advisors, we can deliver more than just a group benefits plan. Together, we can deliver innovative benefit and wellness solutions for today, and tomorrow, that will:

  • help manage clients' plan costs,
  • have clients' thanking their advisor, and
  • make an advisors' job easier and more rewarding. 

It's what we believe.  It's how we'll earn your business.

Call us and let's chat about how we can work together to help build your business.

SunAdvantage Small Business

If you are a broker or an advisor of a SunAdvantage Small Business Group Benefits plan:

Phone: 1-877-786-7227

Hours of operation: Monday to Friday, 8:30 a.m. to 4:30 p.m., ET

Group Benefits Administration

For inquiries on Group Benefits Administration, contact your Sun Life Financial representative or call us at one of these locations:

East: 1-800-361-2128

Central: 1-866-377-5818

Hours of operation: Monday to Friday, 8:30 a.m. to 4:30 p.m., ET

West: 1-800-563-0730

Hours of operation: Monday to Friday, 8:30 a.m. to 4:30 p.m., ET

SunAffinity or Association plan

If your question is about a SunAffinity or Association plan:

Phone: 1-800-669-7921

Hours of operation: Monday to Friday, 8:30 a.m. to 4:30 p.m., ET

For VRSP/PRPP questions in Quebec, please contact the Small Business Centre:

Sun Life Financial Small Business Centre
1155 Metcalfe Street, Suite 660

Montreal QC
1-800-387-7262
sponsorbusinesscentre@sunlife.com

All other inquiries: Sponsor Business Centre

Email: sponsorbusinesscentre@sunlife.com
Phone: 1-800-387-7262
Hours of operation: Monday to Friday, 8:30 a.m. to 5 p.m., ET

Questions about Access IDs and passwords

You don't have an Access ID, visit Register Now

You have an Access ID

Group Benefits

Phone: 1-866-218-4335 

Email: PCAID@sunlife.com

Hours of operation: Monday to Friday, 8 a.m. to 8 p.m., ET

Group Retirement Services

Phone: 1-800-387-7262

Hours of operation: Monday to Friday, 8:30 a.m. to 5 p.m., ET

If you forgot your password you can request a new password online.

Questions about Privacy

If you have any questions about Sun Life Financial's Privacy Policy and Privacy Code for Canada, please contact our Canadian Privacy Officer.

E-mail: privacyofficer@sunlife.com 
Phone: 416-408-8850
Hours of operation: Monday to Friday, 8:30 a.m. to 4 p.m., ET.

Save your Access ID - Help

What is this feature?

"Save your Access ID" is a feature that saves your Access ID number on your computer. The Access ID is stored in an encrypted permanent cookie on this computer only. Once saved, your Access ID appears masked. For example, if you have a 12 digit Access ID, it will appear as ************ on the sign in page so that no one can read the ID.

To use this feature, your Internet browser must have permanent cookies enabled. Please check your browser settings. See below for information on cookies.

For security purposes, your password cannot be saved with this feature. Please ensure you keep your Access ID and your password confidential.

Sun Life Assurance Company of Canada will not be held responsible for any loss or damages that may be incurred as a result of the unauthorized use of your Access ID or your password. If you are concerned your Access ID or your password may have become known to unauthorized users, you should contact the Sun Life Financial Customer Care Centre immediately.

When should I use this feature?

You should use this feature if you do not want to enter your Access ID each time you sign in. This feature should only be used if you are the only person using this computer.

This feature is optional. If you do not want to use this feature, do not check the box "Save your Access ID". Sign in as you would normally, by entering your Access ID and your password.

When should I not use this feature?

You should not use this feature if you share this computer with another person, for example a co-worker or another family member, or if this computer is available for public access, for example in a library, a school, an Internet café or an airport kiosk.

How do I save my Access ID?

When you sign in, you will have the option to save your Access ID. Enter your Access ID, enter your password, check the box "Save your Access ID" and select Submit. If you agree with the Terms of Use we will display, your Access ID will be stored in an encrypted permanent cookie. The "Save your Access ID" feature will be removed from the sign in page and be replaced by the link "Remove your saved Access ID". On your computer, only one Access ID can be saved for the sign in page.

The "Save your Access ID" feature stores your Access ID (for the purposes of signing in to our website) on this computer only. You may need to provide your Access ID elsewhere, such as: if you contact the Sun Life Financial Customer Care Centre for assistance, if you use our online password reset capability, if you sign in from another computer or if your saved Access ID is removed from this computer. To ensure you remember your Access ID, please print your Access ID card. Once you have signed in, you can print your Access ID card from the Profile link that appears at the top of your plan information page. Please store it in a secure location.

How do I remove my saved Access ID?

When you have saved your Access ID on a computer, the sign in page will display the link "Remove your saved Access ID". To remove the saved Access ID, select the link. A message will ask you to confirm you want to remove the saved Access ID. When you select Continue, the saved Access ID will be removed. You will be brought back to the sign in page and the "Remove your saved Access ID" link will be replaced with the "Save your Access ID" feature.

How do I change the saved Access ID?

To change the saved Access ID you must first remove the Access ID currently saved, enter the new Access ID and password, and then use the "Save your Access ID" feature. You may want to do this if your Access ID is cancelled and you are given a new Access ID.

What are cookies and how are they used?

A website can store information in a text file on your computer. This file is called a "cookie". A "permanent cookie" is a file that remains on your computer when you close your Internet browser. The cookie can be read only by the website that created the cookie when you visit that site again.

If you use the "Save your Access ID" feature, a permanent cookie will be set up on your computer to store your Access ID in an encrypted format, so that we can recognize it and save you time the next time you sign in to the Sun Life Financial Plan Member Services.

Your browser must have permanent cookies enabled in order to use the "Save your Access ID" feature.