If you're covered for group life or disability, or you administer group benefits, browse this list of frequently-used forms from Sun Life Assurance Company of Canada.

Group Forms

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PDF


Life and AD&D
Long Term Disability
Short Term Disability
Stop-Loss
SunAdvisor®


Enrollment
Premium
Evidence of Insurability
Miscellaneous

Looking for forms for New York group policies? Click here.

Form Nbr

Description

Life and AD&D

XGR/404-NEW

Life Conversion Notice

GR/2284

Group Life Conversion Kit

XGR/1787

Sun Universal Protector Plus Handout

XGR/2361

Group Death Claim Packet

XGR/1548

Group Life and Disability Claim Packet

XGR/740

Beneficiary Designation

XGR/740-SP

Beneficiary Designation - Spanish version

Long Term Disability

XGR/1640

Long Term Disability Claim Employer's Statement

XGR/1641

Long Term Disability Claim Employee's Statement

XGR/1642

Long Term Disability Claim Attending Physician's Statement

XGR/464

LTD Conversion Application

XGR/351

LTD Conversion Notice

LOOK-BACK_FORM

Look-Back Percentage Form

LOOK-BACK_FORM_NY

Look-Back Percentage Form (NY)

Short Term Disability

XGR/432

Short Term Disability Claim Packet

Disab_Auth_APS

STD Employee Stmt Authorization and APS

SLF_Auth_APS

STD Authorization and APS

LOOK-BACK_FORM

Look-Back Percentage Form

LOOK-BACK_FORM_NY

Look-Back Percentage Form (NY)

Enrollment

XGR/645

Group Enrollment Form

SLF_ENROLL_INSTR_SP

SLF Enrollment Instructions - Spanish

XGR/645-SP

Enrollment Form - Spanish Version (except VA)

XGR/823

Life/AD&D-Only Enrollment Form (non-contrib)

Dental and Vision

XGR/2262

SLHIC (U.S.) Dental Claim Statement

XGR/2326

Vision Claim Form - SLHIC (U.S.)

Evidence of Insurability

Now Available: Online Evidence of Insurability
If your employer has asked you to complete an Evidence of Insurability (EOI) application, you can use our secure web site to send in your required EOI information. Select Online Evidence of Insurability Application below and complete the questionnaire (it normally takes less than 15 minutes).

  • Online Evidence of Insurability Application

     

  • If you cannot use our Online EOI application, or your employer does not participate in our online services, click below for a printable EOI Application.

  • Printable EOI Application (requires Acrobat Reader)
  • Premium/Billing

    XGR/389

    Statement of Premiums Due

    XGR/1457

    List Billing Change Form

    XGR/390

    Premium Statement for Life Step-Rates

    XGR/388

    Stop-Loss Statement of Premium Due

    Stop-Loss

    XGR/437

    Specific Stop-Loss Claim/50% Notice

    XGR/1348

    Stop-Loss Simultaneous Reimbursement

    XGR/467

    Aggregate Monthly Claims Report

    XGR/1679

    Stop-Loss Direct Deposit Form

    SunAdvisor®

    XGR/647

    SunAdvisor® Claim Packet

    SLF_SA_AUTH_APS

    SunAdvisor Authorizations & APS

    ERISA Booklet Endorsements

    XGR/1277

    ERISA Booklet Endorsement

    Miscellaneous

    XGR/1385

    Authorization (Complies with HIPAA)

    W-2_LTD

    W-2 Service Agreem't (STD and/or LTD)

    SLPC5578


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