The application process for SunAdvantage my savings is quick and simple. Here is the information you will need:
Please review the following helpful hints before you begin:
IMPORTANT – Once you’ve submitted the application, please wait for the Sun Life team to contact you with pre-filled 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.