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The application process for SunAdvantage my savings is quick and simple! Here is the information you will need to complete the online application:
- Your company's registered legal name
- Your business number (Canada Revenue Agency payroll account number)
- Contact information for the person who will be the day-to-day contact for the plan
- Employer contribution information, if applicable, and contribution frequency
- ADP or Dayforce ID payroll number(s) that are assigned to your company, if applicable (only necessary if contribution details and payments will be submitted to Sun Life on your behalf)
- The Regional Director Business Development name
- Your advisor's name, and contact information (telephone number, address and email)
Please review the following helpful hints before you begin:
- Complete all sections of the application before submitting.
- Any additional supporting forms required to complete the plan set up should be e-mailed to GRS.Plan.Set.Up@sunlife.com.
Once you’ve submitted the application, if no additional documents are required, please wait for the Sun Life team to contact you to confirm your plan has been set up and to provide you with the next required steps to enrol your members.
IMPORTANT – You must be working with a licensed advisor to set up a SunAdvantage my savings plan for your employees. Information about the advisor will be required to submit the application.
IMPORTANT REMINDER – Quebec Sun Life advisors:
In accordance with Quebec’s regulation respecting the pursuit of activities as a representative, advisors offering group annuity products or services to a client (plan sponsor) must provide a mandate setting out in writing the nature and scope of the products and services being offered to the Client. You can choose one of two combinations of SunAdvantage my savings products to help your employees save. We offer a Retirement Savings Plan (RSP), a Deferred Profit Sharing Plan (DPSP) and a Tax-Free Savings Account (TFSA) or an RSP and TFSA only.