April 27, 2020

New, one-stop location for account documents

Sun Life is making it easier for your employees with multiple Sun Life accounts to get to key documents. The change to mysunlife.ca happened on April 19, 2020.

One-stop Document Centre covers all Sun Life accounts
The Document Centre was previously available only for personal investment and insurance accounts. Now it also links to documents for Group Retirement Services and Group Benefits accounts.

How it works
After sign-in, your employees will find the Document Centre in the Global Navigation bar. This bar appears at the top of every page on mysunlife.ca.

Your employees will see tabs for up to four categories of account. They will only see tabs for those categories where they have accounts.

Within the Workplace investments tab, your employees can link to statements, tax slips and contribution info.

For Total Benefits plans, your employees will see Recent claims under the Benefits tab.

Employees will still be able to find these documents in the ways they are used to:

  • Through the sidebar on the Personal Portfolio Home Page.
  • Through the menu bar at the top of the page.

The new Document Centre increases convenience for those of your employees with multiple accounts at Sun Life.

Please contact your Sun Life Group Retirement Services representative.