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The application process for SunAdvantage my savings is quick and simple. Here is the information you will need: 

  • 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 Ceridian 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), and the commission option they have chosen for the plan

Please review the following helpful hints before you begin:

  • For security reasons, this web page will automatically time out after 18 minutes of inactivity.
  • Please save the application to your computer and upload to this web page once complete.
  • When saving, do not change the recommended file type.
  • Be sure to complete the form electronically, as a hand written or a non-fillable PDF cannot be accepted.
  • Complete all sections of the form before upload.
  • Only upload the SunAdvantage my savings application form.
  • Any additional supporting forms required to complete the plan set up should be e-mailed to GRS.Plan.Set.Up@sunlife.com.
  • Be sure to keep a copy of the application for your records.

IMPORTANT – Once you’ve submitted the application, please wait for the Sun Life team to contact you with enrolment forms for your employees. We require Client ID, Plan ID, and Member ID on the form in order to process the enrolment. If an enrolment form is received without this information, it could result in processing delays and a delay in member contribution deposits.

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.

We are excited to announce that we will be launching an enhanced version of SunAdvantage my savings on September 16, 2024! To ensure a smooth transition, we will not be accepting new applications for this product from September 1 through September 15. We appreciate your patience as we prepare to deliver an improved experience with the updated product. Please check back on September 16 to see all the details and apply for the updated SunAdvantage my savings!

Follow these 2 steps to apply:

1. Download the SunAdvantage my savings application form If you have having trouble opening the PDF, please right-click on the link and select “save link as” in order to download and save the PDF to your files. You’ll then be able to open the PDF directly in your PDF reader.

2. Proceed to the next page to upload the form

 

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