If you bought insurance coverage or set up an investment account through your advisor
Contact your advisor directly. Do you need your advisor’s phone number or email address? Go to Find an advisor and enter your advisor's last name.
You can also call the Customer Care Centre at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. ET.
If you have a pension, savings, investments or health benefits through your employer
For pension and saving plans:
To see who your beneficiaries are:
- Sign in to my Sun Life.
- Under Investments, click my financial centre.
- Under Quick links, choose Beneficiary info.
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.
Not registered yet? Take a few minutes to register now. You can also call the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET. Please have your coverage card ready.
Remember to have your registered email address and password ready to enter into our automated telephone system.
For health benefit plans:
1. Download and print one of these forms: