With Sun Life, you can choose a billing administration strategy that supports the way you do business and makes benefits administration easier.
List bill administration
Clients with list bill administration will receive online billing statements each month from Sun Life, and can manage employee eligibility, bill payments, and more on Sun Life Connect. Email notifications make it easy to know when your bill is ready to view, and you can set up online autopay to ensure that you never miss a payment.
Customizing your bill
With list bill, you can choose the bill set up that best aligns with your payment and reporting needs.
Do you want a single bill or multiple bills?
- Single bill - All employees and benefits will be listed on a single bill. This option is best for clients with one plan administrator who prefers to receive one bill and make one payment.
- Multiple bills - Bills can be split up by location, department, benefit line, or something else. This option is best for clients with multiple locations and administrators who need separate bills, especially if there is a need to separate member details and claims information for privacy needs.
Sun Life bills certain benefits in advance (prior to the coverage period) and certain benefits in arrears (after the coverage period). Depending on the benefits you have with Sun Life, you may automatically receive two bills.
Learn about advanced and arrears billing >>
How do you want your bill organized?
With both single and multiple bills, you can choose how you want employees organized on your bills:
- A simple view with all employees listed in alphabetical order by their last name.
- Employees grouped by location, division, department, or something else to enhance your organization.
Ensuring an accurate bill
Since Sun Life is generating your bill each month, it's important to ensure that employee eligibility is up-to-date. The quickest and easiest way to make eligibility updates is through Sun Life Connect (www.sunlife.com/account).
- Please submit all employee eligibility adds, changes, and terminations to Sun Life on a timely basis.
- Newly added employees enrolled in coverage with a future effective date will not be available to manage on Sun Life Connect, or included on your Sun Life bill, until they have reached their effective date.
- Billing and employee changes can also be sent to customeradvocacy@sunlife.com or faxed to 888-208-2323.
- Please note: If you are utilizing a data feed (EDI) to send eligibility adds, changes, and terminations to Sun Life from a benefits administration platform (Maxwell Health, etc.), you should not make changes in Sun Life Connect as it could cause discrepancies with the feed.
Learn more about managing employee eligibility on Sun Life Connect >>
Self-bill & TPA administration
Self-bill administration allows you to completely manage your employees on your own HR system, and then report changes in premium to Sun Life each month. If a third-party administrator (TPA) is managing employees on your behalf, that would be considered TPA administration. Your TPA would then be responsible for reporting any changes to Sun Life. Changes are reported each billing cycle via a summary statement that is submitted with your payment. Statement and payment are due by the first of each month.
Please note: Clients with less than 300 lives may require Sun Life approval if selecting self-bill or TPA administration. Certain benefits may also require a data feed to maintain eligibility for claims.
Learn more about tracking eligibility and enrollments for easier administration >>
Summary Statements
A summary statement is a tool that can be used to calculate your premium each billing cycle. Self-bill and TPA clients will need to complete and send Sun Life a summary statement with the total number of employees, volume, and premium for the current month. When you include this statement with your monthly payment, we can reconcile and apply your payment faster.
Sample Summary Statement
Sun Life makes it easier to calculate your premium by providing an estimated summary statement each month in your Sun Life Connect account. From Sun Life Connect, you can calculate and submit your summary statement, make a payment, and view past summary statements.
Learn more about calculating your bill >>
Learn how to calculate and pay premium on Sun Life Connect >>
If your benefits administration or payroll system already generates the needed information, share it with your Implementation Consultant to see if it meets our requirements. We accept the statement in Excel, PDF and Word formats.