Pension and Benefit Forms
Please visit the Benefit Plan Summaries page for information regarding your benefit eligibility.
All forms must be returned to HR (hradmin@sfu.ca) except as noted below.
Extended Health and Dental
Pacific Blue Cross
Forms and Resources |
Description |
| Pacific Blue Cross Enrollment form | To enroll/re-enroll in PBC Extended Health and/or Dental plans
|
| Pacific Blue Cross Change form | To make changes to your plan (add/remove dependent, address change, etc.) |
| Dental Plan Refusal for Employees in CUPE | To opt out of Dental plan (CUPE only) |
| Pacific Blue Cross Enrollment Form (Employees) |
To add a dependent with disabilities |
| Extended Health Claim form (Employees) | To submit your claims manually - please mail directly to PBC |
| Extended Health Claim form (Retirees) | To submit your claims manually - please mail directly to PBC |
| Cancellation of Benefits | To terminate one or more benefit plan enrollments |
| To declare common-law as part of your Pacific Blue Cross application | |
| TSSU Request for Continued Health & Dental Benefit Coverage | To request continued Extended Health & Dental coverage (TSSU members only)
|
Life Insurance
Manulife Basic Life Insurance
Forms and Resources |
Description |
| Life Insurance Beneficiary Designation form | To designate/change basic and/or optional life insurance beneficiary/ies
|
| Life Insurance Conversion | To convert Group Life coverage to an individual policy upon termination/retirement |
Manulife Optional Life Insurance
| Forms and Resources | Description |
| Optional Life Insurance and Evidence of Insurability Application | To enroll in Optional Life Insurance.
|
| Optional Group Life Insurance Premiums | To view Employee and Spousal Plan monthly rates |
| Life Insurance Beneficiary Designation form | To designate/change basic and/or optional life insurance beneficary/ies
|
| Optional Life Insurance Non-Smoking Declaration | To update status from smoker to non-smoker |
| Life Insurance Conversion | To convert Group Life coverage to an individual policy upon termination/retirement |
Accidental Death and Dismemberment (AD&D)
Basic Accidental Death and Dismemberment
| Forms and Resources | Description |
| Basic Accidental Death and Dismemberment Change of Beneficiary | To designate/change beneficiary/ies
|
Optional Accidental Death and Dismemberment
| Forms and Resources | Description |
| Vountary Accidental Death and Dismemberment Application | To enroll in Employee or Family Plan
|
| Voluntary Accidental Death and Dismemberment Change of Beneficiary | To designate/change beneficiary/ies |
Pension and RRSP
Administrative/Union Staff
| Forms and Resources | Description |
|---|---|
| Staff Pension Plan Declaration of Beneficiary | To designate/change beneficiary/ies
|
| Declaration of Marital Status | Please submit to HR |
| Staff Group RRSP Enrolment | Please submit directly to Sun Life |
| Staff Tax-Free Savings Account (TFSA) Enrolment | Please submit directly to Sun Life |
| Staff Non-Registered Savings Plan (NREG) Enrolment | Please submit directly to Sun Life |
| Staff Voluntary Registered Pension Plan (RPP) Contributions | Please submit to HR |
| Spouse's Waiver of PreRetirement Survivor Benefit | Spouse's waiver of Beneficiary right to benefits in a Pension Plan, Locked-IN Retirment Account, Life Income Fund or Annuity Before Payments Start |
| Lump Sum Contribution | To submit lump sum RRSP/TFSA/NREG contribution. Please submit directly to Sun Life. |
| Direct Transfer of Assets | Transfer of registered and non-registered plan assets from another financial institution to Sun Life Financial |
Faculty
| Forms and Resources | Description |
|---|---|
| Declaration of Marital Status | Please submit to HR |
| Faculty Group RRSP Enrolment | Please submit directly to Sun Life |
| Faculty Tax-Free Savings Account (TFSA) Enrolment | Please submit directly to Sun Life |
| Faculty Non-Registered Savings Plan (NREG) Enrolment | Please submit directly to Sun Life |
| Faculty Voluntary Registered Pension Plan (RPP) contributions | Online through Sun Life member account |
| Faculty Pension Plan Declaration of Beneficiary | Online through Sun Life member account |
| Lump Sum Contribution | Please submit directly to Sun Life |
Marriage Breakdown Forms
Academic Staff
Administrative/Union Staff
| Forms and Resources | Description |
|---|---|
| Form P1 | Claim and Request for Information and Notice |
| Form P2 | Request for Designation as Limited Member |
| Form P4 | Request by Limited Member for Transfer or Separate Pension |
| Form P7 | Withdrawal of Notice/Waiver of Claim |
| Form P9 | Agreement to have Benefits Divided Under Part 6 |
Paid & Unpaid Leaves
Pregnancy & Parental Leave
| Forms and Resources | Description |
|---|---|
| APEX: Pregnancy & Parental Leave Information | A reference guide for pregnancy & parental leaves for APEX employees |
| APSA: Pregnancy & Parental Leave Information | A reference guide for pregnancy & parental leaves for APSA employees |
| CUPE: Pregnancy & Parental Leave Information | A reference guide for pregnancy & parental leaves for CUPE employees |
| Poly Party: Pregnancy & Parental Leave Information | A reference guide for pregnancy & parental leaves for Poly Party employees |
Personal Leave
| Forms and Resources | Description |
|---|---|
| Application for Extended Leave of Absence without Pay | For Union and Administrative/Professional Employees Taking Personal Leave of Absence without Pay Exceeding 20 days |