Get Sunlife Health Spending Acct Form

Filling out the Sunlife Health Spending Acct Form is a straightforward process that ensures you receive reimbursement for eligible medical expenses. This guide provides step-by-step instructions designed to assist you in completing the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click 'Get Form' button to obtain the form and open it in your preferred online tool.
2. Provide your personal information in section 1. Ensure that you fill in the contract number, member ID number, plan sponsor or employer, last name, preferred language, first name, address, date of birth, and daytime phone number accurately.
3. Complete section 2 only if you or your spouse are covered under another benefit plan. Indicate if your spouse is a member of another plan, and provide their details if applicable, including their last name, first name, date of birth, type of coverage, and any necessary signatures.
4. If you have a Health Spending Account (HSA), fill out section 3 by selecting your preference to use the HSA for the claim. Consider using other plans first before using your HSA.
5. In section 4, provide information about the claim. List all individuals for whom you are claiming expenses, their dates of birth, relationships to you, and the amounts claimed. Make sure to total the claimed amounts accurately.
6. Continue in section 4, reporting whether receipts for out-of-Canada expenses are attached and provide additional details for claims resulting from work injuries or motor vehicle accidents if applicable.
7. Finish by completing section 5 with your authorization and signature. Read through the certification statements carefully and ensure to sign and date where indicated.
8. Once all sections are complete, save your changes, and prepare to download, print, or share the filled-out form as needed. Remember to retain copies of all documents for your records.

Start filling out your Sunlife Health Spending Acct Form online to ensure timely processing of your claims.