Enhancing the Client paperless experience: Simplifying eligibility criteria

October 22, 2025

Many Clients chose ‘paperless’ as part of their application. Until now, if they hadn’t registered for mysunlife.ca, they continued to receive print-out statements and trade confirmations via mail. As of Dec 5th, unregistered Clients who have indicated a ‘paperless’ preference will receive email notifications when new documents are available on mysunlife.ca – which are easily accessible after a simple 3-step registration process – and will no longer receive print-out statements and trade confirmations via mail.

Starting Dec 5, 2025, we’re simplifying the paperless experience for Clients by making it easier for them to receive the digital experience they’ve already requested. All Clients already receive email notifications when new documents are available on mysunlife.ca – and if they haven’t registered and wish to view their documents digitally, we offer a simple 3-step registration process.

This change will allow us to provide our Clients with the paperless experience they requested – with email notifications for all their digital documents and no paper on key documents*.

*Note: The Client communications will call out some documents that aren’t yet available digitally and will still be mailed to Clients.

Key dates:

  • October 30, 2025: Client email communication is sent out
  • December 5, 2025: New Client experience change is turned on

Calls-to-action:

  • Answer any Client questions (leverage the attached FAQ), reassuring Clients that this update is about aligning to the Client’s currently chosen preference.
  • Encourage Clients to register if they wish to view their documents online and keep their email addresses up to date for seamless digital communication.
  • Emphasize that, if Clients have changed their mind, they can still choose to receive paper on mysunlife.ca: register, navigate to Profile, Preferences, and select Paper.
  • *Note: The Client communications will call out some documents are not yet available digitally and will still be mailed to Clients.

Resources

Contact

If you have any questions, please reach out to Owen Brown, Sr. Digital Adoption Strategy Consultant, CXO: owen.brown@sunlife.com