Edit, Download, and Sign the Extended Health Care Claim Form - Sun Life Financial
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How do I fill this out?
Complete this section by providing your contract number, member ID, and personal details. If you or your spouse are covered under another plan, provide the necessary information in section 2. List all persons for whom you're claiming expenses in section 3, and ensure receipts are attached.
How to fill out the Extended Health Care Claim Form - Sun Life Financial?
1
Complete all personal details in section 1.
2
Provide details of other plans in section 2 if applicable.
3
List all claimants and their expenses in section 3.
4
Sign the authorization in section 4.
5
Mail the form with all receipts attached.
Who needs the Extended Health Care Claim Form - Sun Life Financial?
1
Employees of companies with Sun Life Financial coverage who need to claim medical expenses.
2
Spouses of employees who are covered under another plan.
3
Parents claiming expenses for their children.
4
Individuals with out-of-Canada medical expenses.
5
Persons involved in motor vehicle accidents requiring medical claims.
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1
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2
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3
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4
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5
Save the edited document.
What are the instructions for submitting this form?
Complete the form with your details and ensure all sections are filled. Attach the original receipts for each claimed expense. Mail the completed form to the nearest claims office: Sun Life Assurance Company of Canada, PO Box 11658 Stn CV, Montreal QC H3C 6C1 or Sun Life Assurance Company of Canada, PO Box 2010 Stn Waterloo, Waterloo ON N2J 0A6. You may also submit the form online if your plan allows. My advice is to keep photocopies of all documents for your records.
What are the important dates for this form in 2024 and 2025?
Ensure claims for 2024 expenses are submitted by December 31, 2024. Similarly, claims for 2025 expenses should be submitted by December 31, 2025.
What is the purpose of this form?
The Extended Health Care Claim Form from Sun Life Financial is designed to simplify the process of claiming medical expenses. By providing a structured format, it ensures all necessary information is collected, streamlining claims processing and reducing delays. This form accommodates various scenarios, including multiple benefits plans, out-of-country expenses, and accident-related claims. Completing and submitting this form accurately ensures that claimants receive the benefits they are entitled to. Proper usage of this form promotes efficient handling of claims, facilitating timely reimbursements and resolving potential issues early on.
Tell me about this form and its components and fields line-by-line.
- 1. Contract number: Your Sun Life Financial contract number.
- 2. Member ID number: Your unique member ID number.
- 3. Personal details: Includes your name, address, and contact information.
- 4. Other insurance plans: Information about any additional benefit plans.
- 5. Claimant details: Details of all persons for whom claims are being made.
- 6. Authorization and signature: Declaration of the accuracy of the information and permission for Sun Life to process the claim.
What happens if I fail to submit this form?
Failure to submit this form may result in delays or denial of your claim. Ensure all sections are complete and receipts are attached.
- Delayed Reimbursement: Submitting incomplete forms can delay the processing of your reimbursement.
- Claim Denial: Claims missing essential information may be denied.
- Follow-Up Requests: Incomplete submissions may require additional follow-ups, prolonging the claim process.
How do I know when to use this form?
- 1. Medical Expenses: Claim eligible medical services and expenses.
- 2. Out-of-Country Expenses: Claim medical expenses incurred outside Canada.
- 3. Accident-Related Claims: Submit claims for expenses due to accidents.
- 4. Multiple Plans: Coordinate benefits between multiple insurance plans.
- 5. Dependent Claims: Claim expenses for your spouse and dependents.
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