Download forms (PDF)

Please select the forms you need to download. 

Form name

Purpose

Audience

File details

SunAdvantage Administration Guide
(GB10052-E)

Non GBA administration guide for Sun Life administered group plans.

Plan sponsor

[PDF, 43 pages, 4,338 KB]

Plan Sponsor Services - SunAdvantage Administration Guide
(GB10053-E)

GBA Administration guide for Client-administered group plans.

Plan sponsor

[PDF, 47 pages, 4,409 KB]

Administration Guide – Health Spending Account

Plan administrator guide – Health Spending Account

Plan sponsor

[PDF, 8 pages, 88 KB]

SunAdvantage Request for Access to Plan Sponsor Services
(4147-E)

SunAdvantage access form to the plan sponsor services site.

Plan sponsor

[PDF, 2 pages, 819 KB]

Administration Guide – Personal Spending Account

Plan Administrator guide – Personal Spending Account

Plan sponsor

[PDF, 4 pages, 72 KB]

Plan Sponsor Services - Group Benefits Administration at a glance
(CA-8815-E)

A quick reference guide to accessing virtually all the functions Sponsors need to administer their member records.

Plan sponsor

[PDF, 2 pages, 648 KB]

Plan Sponsor Contact List

Contact information to help Sponsors navigate our organization

Plan sponsor

[PDF, 2 pages, 73 KB]

Welcome Guide
(CA-8893-E)

This guide will assist the member through the registration process so they can make the most of their group benefits plan as soon as possible

Plan member
Plan sponsor
Plan advisor

[PDF, 8 pages, 440 KB]

SunAdvantage Application
(047-0430 / 047-0431)

Use this form to submit your request for SunAdvantage group benefit contract set up.

Plan advisor

[PDF, 7 pages, 758 KB]

New case submission Advisor’s report
(4978-E / 4978-F)

Use this form along with the SunAdvantage Application to submit your request for SunAdvantage group benefit contract set up.

Plan advisor

[PDF, 2 pages, 740 KB]

SLF Member Loader

Use this excel file when enrolling for group benefits.
Original Enrolment forms only necessary to record
beneficiary nominations if client has not opted for online administration.

Plan sponsor
Plan advisor

[xls, 2 sheets, 1398 KB]

Beneficiary nomination
(102G-ALL-E / 102G-ALL-F)

Use this form to nominate or change a beneficiary for your Life and AD&D benefits

Plan member
Plan sponsor

[PDF, 2 pages, 857 KB]

Beneficiary nomination with Optional benefits
(102G-OPT-E / 102G-OPT-F)

Use this form to nominate or change a beneficiary for your optional benefits

Plan member
Plan sponsor

[PDF, 3 pages, 752 KB]

Consent by beneficiary
(102C-E / 102C-F)

Use this form if you need to add, change, or update your irrevocable beneficiary

Plan member
Plan sponsor

[PDF, 1 page, 1.13 MB]

Disabled Child Coverage
(3381-E / 3381- F)

This form should be used for a member’s disabled child who exceeds the age of “child” specified in the group contract.

Plan member
Plan sponsor

[PDF, 5 pages, 753 KB]

Employee Data Sheet
(4801-E / 4801-F)

Use this form along with the request for quotation form

Plan advisor

[PDF, 1 page, 779 KB]

Enrolment form
(942-2755-BI / 942-2756-BI)

Use this form when enrolling for group benefits

Plan member
Plan sponsor

[PDF, 4 pages, 714 KB]

Enrolment form for plans with optional life
(4197-OPT-CI-BI-E / 4197-OPT-CI-BI-F)

Use this form when enrolling for group benefits if your plan offers optional benefits

Plan member
Plan sponsor

[PDF, 6 pages, 726 KB]

Group benefits enrolment/change form
(945-0735/945-0736)

Use this form to enroll or make changes to your group benefits.

Plan member
Plan sponsor


[PDF, 4 pages, 714 KB]

Group benefits enrolment form for First Nations Groups
(4197-FN-E (G2711-E) / 4197-FN-F (G2711-F))

Use this form when enrolling for group benefits for First Nations

Plan member
Plan sponsor


[PDF, 5 pages, 718 KB]

Group benefits enrolment/change form for First Nations Groups
(4197-FN-CHG-E / 4197-FN-CHG-F)

Use this form to enroll or make changes to your group benefits for First Nations

Plan member
Plan sponsor

[PDF, 5 pages, 719 KB]

Health Statement
(3484-Basic-Opt-CI-MSD-E / 3484-Basic-Opt-CI-MSD-F)

Use this form if your plan requires proof of good health for any benefits

Plan member
Plan sponsor


[PDF, 4 pages, 172 KB]

Non-smoking declaration
(940-3300)

Form used by members to update smoking status

Plan member
Plan sponsor

[PDF, 1 page, 63 KB]

Notice of Conversion Privilege Insurance options for plan members on termination of group benefits
(4262-E / 4262-F)

Use this form if you are losing coverage under the group plan and want information about continuing your benefits.

Plan member
Plan sponsor

[PDF, 2 pages, 732 KB]

Notice of Conversion Privilege Insurance options for plan members on termination of group benefits with CI
(4262-CI-E / 4262-CI-F)

Use this form if you are losing coverage under the group plan and want information about continuing your benefits.

Plan member
Plan sponsor

[PDF, 2 pages, 735 KB]

Insurance Tax Forms
(4297-E / 4297-F

Ontario Retail Sales Tax remittance election form

Plan sponsor

[PDF, 2 pages, 17 KB]

Medical and Dental Cost Plus benefit coverage
(042-0825 / 042-0826)

Use this form when submitting a request for cost plus payment

Plan sponsor

[PDF, 4 pages, 788 KB]

Member Consent form for Customer Care Centre

Use this form if you want someone to call the Customer Care Centre on your behalf. This form authorizes the Sun Life Customer Care Centre to provide your personal information to a specific person (s)

Plan member

[PDF, 2 pages, 131 KB]

Member Consent form for Customer Care Centre (PSHCP)

Use this form if you want someone to call the Customer Care Centre on your behalf. This form authorizes the Sun Life Customer Care Centre to provide your personal information to a specific person (s)

Plan member

[PDF, 2 pages, 131 KB]

Member Consent form for Customer Care Centre (PDSP)

Use this form if you want someone to call the Customer Care Centre on your behalf. This form authorizes the Sun Life Customer Care Centre to provide your personal information to a specific person (s)

Plan member

[PDF, 2 pages, 131 KB]

Pre-Authorized Debit Agreement
(300B-E/F)

Use this form to pay premiums automatically

Plan sponsor

[PDF, 1 page, 128 KB]

Refusal of Insurance
(947-0320 / 947-0321)

Use this form when an employee declines to participate in the group insurance plan

Plan member
Plan sponsor

[PDF, 1 page, 93 KB]

Request for Quotation
(4134-E / 4134-F)

Use this form when requesting a quote for SunAdvantage group benefits business

Plan advisor

[PDF, 3 pages, 147 KB]

Spouse/ Overaged Dependant Consent form for Customer Care Centre

Use this form if you want someone to call the Customer Care Centre on your behalf. This form authorizes the Sun Life Customer Care Centre to provide your personal information to a specific person (s)

Spouse or Dependent Child Age 16 and over

[PDF, 2 pages, 636 KB]

Travel Benefit and Medi-Passport Brochure and Card
(GB00200-E / GB00200-F)

Provide your plan member with this brochure if your group benefits plan offers Travel Assistance

Plan member
Plan sponsor

[PDF, 2 pages, 726 KB]

Form name Purpose Audience File details
Prior Auth & Ref Drug Program Communication to member.
Drug list not received.
Plan member
Plan sponsor
 [PDF, 1 page, 45 KB]
Prior Auth & Ref Drug Program Communication to member.
Drug list received.
Plan member
Plan sponsor
 [PDF, 1 page, 42 KB]
Prior Authorization Forms Includes forms required for the approval of prior authorization drugs. Plan member
Plan sponsor
 

Dental
Form name Purpose Audience File details
Dental claim – standard
(DENT- E / DENT - F)
Use this form when you want to make a standard dental claim Plan member
Plan sponsor
[PDF, 2 pages, 337 KB]
Dental with health spending account claim form
(DENT-HSA-E / DENT HSA-F)
Use this form when you want to submit a dental claim under your health spending account Plan member
Plan sponsor
[PDF, 2 pages, 356 KB]
Disability
Form name Purpose Audience File details
Disability Insurance - Important information A quick reference document to help you understand your disability coverage Plan member [PDF, 2 pages, 573 KB]
Rehabilitation Earnings Statement
(4630-E)
Form required for reporting a plan member’s earnings during a rehabilitation program Plan sponsor [PDF, 2 pages, 69.3 KB]
Rehabilitation Earnings Statement-ASO Deduction Support
(4630-ASO-E)
Form required for reporting a plan member’s earnings during a rehabilitation program Plan sponsor [PDF, 2 pages, 71.3 KB]

Disability – Long Term – Plan Member package

(Package-Standard-PM-LTD-SunAdvantage-E)

Includes forms required for the submission of a LTD claim Plan member [PDF, 35 pages, 2.64 MB]

Plan Sponsor’s Statement: Claim for Long-Term Disability Benefits – SunAdvantage

(490L-S-SunAdvantage-E)

Form required for the submission of a LTD claim Plan sponsor [PDF, 8 pages, 894 KB]

Attending Physician’s Statement – LTD (General)

Attending Physician’s Questionnaire Claim
for Long-Term Disability Benefits
SunAdvantage
(490L-M-SunAdvantage-GEN-E)

Medical form required for the submission of a LTD claim Plan member [PDF, 7 pages, 410 KB]
Attending Physician’s Statement – LTD (Mental Health)

Attending Physician’s Questionnaire Claim
for Long-Term Disability Benefits
Mental health Condition
SunAdvantage

(490L-M-SunAdvantage-MHC-E)
Medical form required for the submission of a LTD claim Plan member [PDF, 7 pages, 515 KB]
Attending Physician’s Statement – LTD (Musculoskeletal)

Attending Physician's Questionnaire Claim
for Long-Term Disability Benefits
Musculoskeletal Conditions
SunAdvantage
(490L-M-SunAdvantage-MSK-E)
Medical form required for the submission of a LTD claim Plan member [PDF, 7 pages, 530 KB]

Disability - Short Term - Plan Member package

(Package-Standard-PM-STD-SunAdvantage-E)

Includes forms required for the submission of a STD claim Plan member [PDF, 16 pages, 1.13 MB]

Attending Physician’s Statement: STD Claim - SunAdvantage

(490S-P-SunAdvantage-E)

Medical form required for the submission of a STD claim Plan member [PDF, 3 pages, 215KB]
Disability - Short Term - Plan Sponsor package
(PS-STD-LTD-SunAdvantage-E/F)
Includes forms required for the submission of a STD claim Plan sponsor [PDF, 7 pages, 518 KB]
COVID – 19 (CLHIA Form)
(490SL-M-COVID19-COI-E/F)
 
Confirmation of Illness form Plan member
Plan sponsor
[PDF, 4 pages, 131 KB]
Extended Health Care
Form name Purpose Audience File details
Extended health care - Standard claim form
(EHC-E / EHC-F)
Use this form for all medical expenses and services claims Plan member
Plan sponsor
[PDF, 2 pages, 341 KB]
Extended health care - Health spending account claim form
(EHC-HSA-E / EHC-HSA-F)
Use this form for all medical expenses and services to be claimed under your health spending account Plan member
Plan sponsor
[PDF, 2 pages, 342 KB]
Health Spending Account Claim Form
Form name Purpose Audience File details
Health Spending Account Claim Form
(HSA-E)
Use this form for all medical & dental expenses to be claimed through your health spending account only. Plan member
Plan sponsor
(PDF, 2 pages, 743.53 KB)
Life
Form name Purpose Audience File details
Notification of death
(020-3252) / (020-3253)
Use this form when submitting a death notification. Plan sponsor [PDF, 2 pages, 743 KB]
Election of method of settlement & statement of claim
(490-CS-E / 490-CS-F)
Use this form when submitting a life claim as a designated beneficiary. Plan member [PDF, 2 pages, 77 KB]
Election of method of settlement and statement of claim: Physician statement
(490-PS-E / 490-PS-F)
A completed Physician Statement is acceptable in lieu of an original or certified copy of a provincial death certificate.

A completed Physician Statement is required if death occurs within two years of coverage being approved or, if the benefit is more than $250,000 and coverage has been in effect for less than five years. This is in addition to an official death certificate.
Plan member [PDF, 2 pages, 735 KB]
Waiver of Premium Claim – Employers statement
(4205-E / 4205-F)
Use this form when submitting a waiver of premium claim notification. Plan member [PDF, 2 pages, 783 KB]
Waiver of Premium Claim – Claimant's statement
(4203-E / 4203-F)
Use this form when submitting a waiver of premium claim by the plan member. Plan member [PDF, 6 pages, 212 KB]
Waiver of Premium Claim – Physicia
(4202-E/4202-F)
Use this form to support a claim for waiver of premium. Plan member [PDF, 5 pages, 237 KB]

The above files are in Adobe Acrobat format. If you don't already have Adobe Acrobat Reader, you can download it here.