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© Sun Life Assurance Company of Canada. All rights reserved.
We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
Product | Client | Advisor | MGA/NA Office | Duplicates | Comments | Online statements |
---|---|---|---|---|---|---|
SUN UL/Sun Limited Pay |
Yes |
No |
Hard copy sent to MGA who delivers to advisor |
Back to 2001 (on the anniversary date) |
Special statement can also be requested (precise date) within the last 2 years. Current dated can be requested and anniversary date statement can be requested. |
Annual statements issued after November 17, 2016 are now available on Client Portfolio and Customer Access. An Activity Centre notification is sent when new statements are available. |
Sun Par, SUN Accumulate |
Yes |
PDF sent to the advisor |
No |
Current or a copy of the PDF |
Only current dated or last anniversary, cannot go back before the last policy anniversary. |
|
Sun Term** |
|
|
|
|
**Not a statement but a policy information notice - sent to client only - Duplicate of notice is available |
|
Sun Old Permanent |
Yes |
No |
No |
Advisor can request an anniversary statement. |
|
|
Sun Old Term ** |
Yes |
No |
No |
Anniversary or current dated statements can be ordered. |
** If contract is annual, a statement will come out every anniversary. If policy is on PAC, a statement will come out at renewal point. |
|
PHI |
No |
No |
No |
|
There are no statements for PHI. The client receives a renewal notice and the advisor receives a copy. |
|
Critical Illness T10, T75 |
Yes* |
No |
No |
A general letter can be produced upon request. |
* If policy is annual or on PAC, a statement will come out at renewal point & sent to client. |
|
Critical Illness Lifetime (T100) |
Yes |
No |
No |
Anniversary or current dated statements can be ordered. |
Annual policyholder statement is generated. |
|
© Sun Life Assurance Company of Canada. All rights reserved.