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Change your beneficiaries

If you bought insurance coverage or set up an investment account through your advisor

Contact your advisor directly. Do you need your advisor’s phone number or email address? Go to Find an advisor and enter your advisor's last name.

You can also call the Customer Care Centre at 1-877-SUN-LIFE (1-877-786-5433), Monday to Friday, 8 a.m. to 8 p.m. ET.

If you have a pension, savings, investments or health benefits through your employer

For pension and saving plans:

To see who your beneficiaries are:

  1. Sign in to mysunlife.ca.
  2. Under Investments, click my financial centre.
  3. Under Quick links, choose Beneficiary info.

To change your beneficiaries:

  1. Sign in to mysunlife.ca.
  2. Under Investments, click my financial centre.
  3. Under Quick links, choose Beneficiary info.
  4. Under Update Beneficiary info, click the Beneficiary designation form button to download the PDF version of the form. Then follow the instructions on the page.

Not registered yet? Take a few minutes to register now. You can also call the Customer Care Centre at 1-866-733-8612, Monday to Friday, 8 a.m. to 8 p.m. ET. Please have your coverage card ready.

Remember to have your registered email address and password ready to enter into our automated telephone system.

For health benefit plans:

  1. Download and print one of these forms:

 Beneficiary nomination (102G-E)

Use this form to name or change a beneficiary (the person or people who get the payment after you die) for your life and accidental death benefits.

 Beneficiary nomination with optional benefits (102G-OPT-E)

Use this form to name or change a beneficiary for your optional life and accidental death benefits.

  2. Complete the form and sign it.

  3. Send the completed form to your plan administrator.

 

If you have a plan you purchased online

To change your beneficiaries for online plans:

  1. Download and print this form
    Beneficiary change request form
  2. Complete the form and then sign and date it.
    Send the completed form to Sun Life. Options to send the form are:

Mail:
Sun Life Assurance Company of Canada
P.O. Box 2001 Stn Waterloo
Waterloo,
ON N2J 0A3

Fax:
1-800-367-0813