Ensuring Accuracy: A call to review and update plan member information

We encourage you to review plan member data to ensure all information is up-to-date and complete. You can review this data within your record management systems and processes, which would then be transferred to Sun Life either through member edits or demographic files. It’s essential to verify that all information continues to be accurate, particularly plan member status (active, terminated or retired). Accuracy of records is key to ensuring proper administration of the plan.

As a reminder, CAPSA guideline #3 sections ‘1.3.1 Sponsor Responsibilities’, ‘2.3 Maintenance and Retention of Records’ and ‘6.6 Reviewing Maintenance of Records’ provide best practices as well as governance regarding records management.

Our Purpose is to help our Clients achieve lifetime financial security and live healthier lives. We collect, use and disclose personal information to: develop and deliver the right products and services; enhance the member experience and manage our business operations; perform underwriting, administration and claims adjudication; protect against fraud, errors or misrepresentations; tell plan members about other products and services; and meet legal and security obligations. Sun Life relies on you to provide us with accurate data. This information is crucial as it enables us to fulfill our purpose and duties as a service provider. With this data, we’re able to maintain precise records for our plan members, including updating or removing information based on changes in plan member statuses. The accuracy of the data we receive directly impacts our ability to deliver effective and reliable services to our Clients and their plan members.

We keep information confidential and only as long as needed. You can read our Global Privacy Statement and local policy at www.sunlife.ca/privacy.

Questions? We're here to help.

Please contact your Sun Life Group Retirement Services Representative.