Did you know that there are ways to process your member contributions more quickly and easily?

1. Setting up pre-authorized withdrawal (PAW)

You can set up PAW to process your contributions automatically overnight. To do this, you just need to connect your bank account to your profile. It takes two easy steps:

• Complete the form and send it to your Group Retirement Services representative. In the form you’ll be able to set a limit on withdrawals from your account.
  
• We’ll set up your PAW within 10 business days.

With the PAW set up, you can view up to 13 months of your transaction history.

2. Using the “Enter member contributions” feature

“Enter member contributions” available on the secure Sponsor site will help you save time and manual effort. As well, this online feature will increase accuracy of the information entered to the system.

What are the key advantages of the feature?

• The information you enter into the system processes immediately. No need to wait for your Sun Life representative to enter the data you’ve provided by mail or email. 
• You can easily monitor and view historical contributions.
• You’ll know when your deposits have been completed.
• It’s easy, safe and accurate!

Where can I find this feature?

• Log in to the plan sponsor website using your Access ID and password.
• Under “Administration,” click “Enter member contributions.”

To make the process smooth and easy, we’ve created a step-by step guide that you can find here.

If you don’t have access to the secure Sponsor site, please contact your Group Retirement Services representative.

Questions?

Contact your Sun Life Group Retirement Services representative.