Sun Life's ePay capabilities makes it easy to pay your bills online through Sun Life Connect.

Learn how to:

Create a payment profile

Before making online payments, you'll need to create a payment profile on your Sun Life Connect account. Follow these steps to get started:

From your Sun Life Connect home page, hover over the Payments tab and select Payment settings.
Select Create a profile on the right-hand side of your screen to set up a new payment profile.
On the left, select your Policy # from the drop-down and indicate the Bill descriptions (or locations) for which this payment profile will be used.
Now you will need to enter your banking information. Once the required information has been entered, select Submit.
Your profile is now ready to begin making online payments.

Make an online payment

List bill administration clients can easily make payments online. To make a one-time payment:

Hover over the Payments tab and select Make a payment.
You will see a summary of premiums paid and currently due. On the right side enter the Payment amount and then select Continue.
Review the information entered, check the confirmation box, and then select Submit payment.
You’ll see a confirmation of your payment, and if necessary, you can View & edit payment details.

If you are a self-bill or TPA administration client, you can calculate and pay your bills directly in Sun Life Connect.

To calculate a statement:

Hover over the Payments tab and select Make a payment.
You will see a list of bills and statements either ready to be paid or calculated. To calculate a statement, select Calculate payment.
Enter the current lives, volume, and any applicable adjustments for each benefits. If you have a Varies rate (generally for age banded benefits), you will need to input the subtotal amount. Review the information entered, and then select Calculate.
If you have adjustments, you will need to select the Reasoning for the adjustment and enter a description.
To finalize your calculation, check the confirmation box, and then select Finalized calculations.
You will be brought back to Make a payment, and the button next to the statement will have changed to Pay bill.

To pay your bill:

Select Pay bill next to the calculated statement that you wish to pay.
- Please note: You must pay outstanding balances in order. For example, if you have an outstanding balance from last month, you will need to pay that balance before you can pay the balance for the current month.
Select the bank information and payment date.
Confirm the payment information is accurate, check the confirmation box, and then select Submit Payment.
You will see that your payment has been submitted. Under Payment transactions you can view the status of your pending payments and your payment history.

List bill clients can set up autopayments so they never miss paying a bill. Follow these steps to set up autopay in your Sun Life account:

Hover over the Payments tab and select Manage autopayments.
From Payment Settings, select Schedule an autopayment.
You will need to select your Policy # and Payment profile name from the drop down menus.
Now, select the Bill descriptions (or location) to be included.
- Please note: Each bill descriptions can only be included in one autopayment.
Select the Pay on date to determine when your payment will be submitted each pay period.
Select Continue once all information has been entered, and then verify your scheduled autopayment before selecting Submit.