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SunAdvantage™ my savings

Before you begin your application

The online application process for SunAdvantage my savings is quick and simple. Here is the information you will need: 

  • Your Company's registered legal name
  • Your business number (Canada Revenue Agency payroll account number)
  • Contact information for the person who will be the day-to-day contact for the plan
  • Employer contribution information, if applicable, and contribution frequency
  • ADP or Ceridian ID number(s) that are assigned to your Company, if applicable (only necessary if allocation details and payments will be submitted to Sun Life on your behalf)
  • The Regional Director Business Development / Account Executive name
  • Your advisor's name and contact information (telephone number and email address)

Note: for security reasons, your application will automatically time out after 18 minutes of inactivity, with no ability to save the application. You will be prompted to download a copy of your completed application at the end of the process.

 

IMPORTANT REMINDER – Quebec: Career Sales Force (CSF) Advisors and Group Retirement Services (GRS) Representatives holding a group license with the Autorité des Marchés Financiers (AMF)

In accordance with Quebec’s regulation respecting the pursuit of activities as a representative, advisors offering group annuity products or services to a client (plan sponsor) must provide a mandate setting out in writing the nature and scope of the products and services being offered to the client.
 

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You can choose one of two combinations of SunAdvantage my savings products to help your employees save. The first combination provides a Retirement Savings Plan (RSP), a Deferred Profit Sharing Plan (DPSP) and a Tax-Free Savings Account (TFSA). The second combination provides only an RSP and TFSA.

Review the applicable contracts

Contracts

Questions?

If you have questions or need assistance, please contact the Sponsor Care Centre at 1-800-387-7262 or e-mail SCC@sunlife.com.

For companies in Quebec, contact the Small Business Centre at 1-855-362-3086 or email SmallBusinessSavings@sunlife.com.