Financial security is something that everyone craves. It is a common desire to want to know that you will be able to take care of your needs. In order to address this, a number of companies have been introducing financial plans to help clients who are in tough spots. Sun Life Canada is an insurance and financial planning business that seeks to help Canadians better manage their money. Sun Life recognizes that keeping track of your insurance benefits or claims can be an ordeal. In order to assist clients better use the insurance system, Sun Life Canada has made it easy for its clients to track their benefits and submit claims online. This quick guide will help you get started.
How To Submit a Claim with Sun Life
To begin, head to www.sunlife.ca/member to visit the official page. From there, you will need to find the link that says “submit or track a claim”. Click on this option and head through to the next page. On the following page, you will be given two ways to submit a claim – either by doing so online, or by doing so through your advisor.
Track Your Claim Through Your Advisor
If you want to track your claim through your advisor, then contact your advisor directly. If you want to speak to Sun Life directly, contact them at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8am to 8pm ET.
Submit Your Claim Online
If you want to track your claim online, follow these simple steps to do so.
1) First, sign into your account. If you do not have an account, click the link to register and follow through with the registration process before you continue.
2) On the next page you will see two different registration offers, both offering different services. Click on “Register” to complete the registration.
3) The next page will ask you to enter your personal information. You will be required to enter your date of birth, your full address (with apartment number if this applies), postal code and account number. Next, click on “Continue” button and you will be granted access to the next page.
4) The next step is to create your own user identification for the website and a password that only you should know. Once you have created your unique login information, click to finish the procedure and you will receive a confirmation message. If you require a copy of the terms and conditions of your registration, please click “need a form” and you will be sent this information in hard copy.