We’re making it easier for our Investment-Only and Corporate Annuity Services clients to reach us. Starting November 1, 2022, you may directly contact our Corporate Annuity department for all pensioner-related services. Separate contact information will remain available for Investment-Only service requests. The services provided by both Corporate Annuity and Investment-Only Services are detailed below. Please send separate requests when you need to communicate with both of these Services.

What would you like to do?

 Who to contact:
Corporate Annuity Services:
  • New pensioner set-ups 
  • Requests for reports 
  • Investigations & notifications of annuitant accounts 
  • Requests to extract documents from secure site (annuity account set up)
  • Other annuitant changes (address, banking information) 
 corporate_payout_annuity@sunlife.com
Investment-Only Services (Sponsor DB related requests): 
  • Plan lump sum contributions 
  • Plan withdrawals
  • Life events (eg, deaths, marriage breakdowns) 
  • INVO statement inquiries
  • INVO-related correspondence and queries
  • Processing requests from secure site (INVO related) via secure data link
  • Invoice payment requests
 GRSCAINVO@sunlife.com