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How to certify EOI submissions

Allie Schermerhorn
Updated

Employers play an important part in certifying the coverage amounts elected by employees that are subject to Evidence of Insurability (EOI).

Learn more about your options for certifying EOI:

  maxwell.logo_heart.png Note: Clients using the Maxwell Health platform for benefits administration will not need to certify employee coverage amounts subject to EOI on Sun Life Connect. Learn more about handling EOI in Maxwell.

 

Certify multiple employees' EOI by spreadsheet

If your enrollment period is underway, the EOI spreadsheet is a good option for you. It allows you to certify multiple employees’ EOI at one time.

  1. Open the instructions you received from Sun Life, which includes a sample spreadsheet.

  2. Add the employee and coverage information requiring EOI to your spreadsheet.

  3. Send the completed spreadsheet to groupmedicalunderwriting@sunlife.com or through an SFTP setup direct feed set up.

 

Certify an individual employee’s EOI by paper

  1. Once you receive the EOI paper form from your employee, fill out the employer portion of the EOI form.

  2. Once you and your employee complete the EOI paper form, send it to Sun Life:

By mail:
Sun Life
Group Medical Underwriting
P.O. Box 81344
Wellesley Hills, MA 02481

By email:my.eoi@sunlife.comorgroupmedicalunderwriting@sunlife.com

By fax:781-304-6137

If you previously sent an EOI spreadsheet to Sun Life, we will send your employee a pre-populated EOI instructions form with the Employer section already completed.

 

Certify an individual employee's EOI online

  1. Select the Evidence of Insurability tab located in the top navigation menu and then select Action needed EOI.

  2. Select the employee’s name that has a status of Employer Action Needed.

  3. Identify the benefits requiring EOI, and provide the current coverage amount, the total coverage amount requested and the requested effective dates for each coverage.

  4. Select I certify that this information is correct.

  5. Select yes to confirm that you wish to certify the EOI application. You will receive another message stating the application has been successfully submitted, select OK to continue.

You can check the status of an EOI on the View EOI Status page located within the Evidence of Insurability section.

Share this flyer with your employees to help guide them through the online process.

 

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