RETIREMENT PLAN ENROLLMENT
Joining the Samuel, Son & Co., Limited Retirement Plan is as easy as 1-2-3.

1. LEARN ABOUT HOW YOU CAN INVEST YOUR SAVINGS

  • Go to mysunlife.ca and sign in using this temporary information:
    • Access ID: 06153
    • Password: Refer to your paper enrolment package
  • Select Quick Links > Investment performance to see a list of the investment options available in the plan.
  • Select a fund’s name to learn more about it.
  • Not sure which investment options are right for you? Select Quick Links > my money tools > Continue to complete the Asset allocation tool. It will help you understand which investments make sense for you.

2. COMPLETE YOUR ENROLMENT FORM
After you’ve learned about your investment options, please complete and return the paper enrolment form that’s available from your Human Resource Department.

3. REGISTER FOR ONLINE ACCESS TO ACCOUNT
After your account is set up, Sun Life will mail a welcome letter to your home address. When you get it, go to mysunlife.ca and select Register to get your personal sign-in/access ID and password for your account.

NEED HELP?

Call the Sun Life Financial Customer Care Centre at 1-866-733-8613 any business day from 8 a.m. to 8 p.m. ET.


GET TO KNOW HOW IT WORKS

Watch the video!


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