Managing your Disability Insurance claim (Policy 12500-G)

It is common in a workplace that some employees will become unable to work due to illness or injury. Employers understand this and have programs in place to assist employees, both medically and financially, until such time as they are able to return to work.

The Disability Insurance (DI) Plan is available to employees of the federal public service who are represented by bargaining agents. The Plan is designed to replace a portion of lost income if you become “totally disabled” for a prolonged period.

This website is designed to help you with the claim submission process and answer any questions you may have about the disability claim experience.

View, download, or print any of the documents below - just click on the one(s) you need. The documents are in Adobe Acrobat PDF format. If you don't already have Adobe Acrobat Reader, you can download it here.

COVID-19 – Guidance for managers: Disability Insurance (DI) Plan

In response to the COVID-19 pandemic, the Government of Canada is providing managers with guidance on supporting employees who are returning to work after a period on Disability Insurance (DI), and who are submitting DI applications.

COVID-19 – Guidance for managers: Disability Insurance (DI) Plan

Initial Claim Package

The DI claim application package contains four forms that need to be completed and sent to Sun Life in order to come to a decision regarding your claim. It is ideal to send your claim 60 days prior to the end of the elimination period but no later than 90 days after the end of the elimination period. If a claim form is submitted later than 90 days after the end of the elimination, this may impede Sun Life's ability to assess your claim.

Before downloading these four forms, we recommend you download and read through the following:

Employee Claim Guide for instructions on how to submit your DI claim

Step-by-step guide to learn more about how your claim is processed

DI Plan Checklist

1. Employee's Statement 

Information provided by you about your condition and medical history.

Employee's Statement

2. Immediate Manager / Supervisor's Statement

Information provided by your immediate manager/supervisor about your specific work duties, your current situation and how it affects your workload and performance.

Immediate Manager / Supervisor's Statement Form

3. Compensation Advisor's Statement

Information provided by your compensation advisor about your employment status, insured salary, allowances, and tax exemptions.

Compensation Advisor's Statement

4. Physician's Questionnaire

Choose the Attending Physician's Questionnaire that best describes your medical condition, and provide it to your doctor for completion. If you are unsure which one to use, take all three to your doctor and they will choose the most appropriate form. Please note that only one completed questionnaire is required.

Questionnaire for Musculoskeletal related conditions

Questionnaire for Mental Health related conditions

Questionnaire for all other medical conditions

Ongoing Claims Management

The Plan Member Update form is mailed out on a yearly basis to all claimants with Long Duration status. It must be submitted back to Sun Life to provide us with an update on the status of your employment, medical condition and any other sources of income. It is your responsibility to inform our office immediately of any changes, so that we can review your claim for any adjustments. We have provided a fillable PDF format here.

Long Duration Status - Plan Member Update Form

QUESTIONS?

Call us at 1-800-669-7921
Mon to Fri 8:00 a.m. to 8:00 p.m. ET

Sun Life Assurance Company of Canada is the insurer of this product, and is a member of the Sun Life group of companies.