Current Plan Member
Helping you manage your day-to-day

Need to make a claim?

Prescription drug claims– Once you’ve enrolled in the plan, you will receive drug card. Simply present your drug card to your pharmacist when you fill your prescription.

Dental services, paramedical services and vision care claims– You can submit these claims online. To do so, you will need to be registered for GroupNet for Plan Members and signed up for direct deposit of claim payments with eDetails. Please note, if you submit your claim online, your Explanation of Benefits will be provided online only.

All other healthcare claims– Visit My Canada Life at Work to get a personalized claim form, which you’ll need to submit (see instructions on the form).

Claims must be submitted to Canada Life no later than 15 months after you incur the expense (and if you’re submitting a paper claim, don’t forget to attach your receipts!). Make sure to keep your receipt for 12 months from the date you submit your claim as a record of the transaction. It’s also a good idea to save a copy of your Explanation of Benefits, once the claim has been paid.

Healthcare Spending Account (HCSA) claims– These claims must be submitted using a paper claim form – visit GroupNet for Plan Members to get a personalized claim form. For dental claims to your HCSA, use form M5429A or form M445D (HCSA); for all other claims to your HCSA, use form M5431A or form M635D (HCSA). HCSA claims must be submitted 31 days after the end of the year in which the expense was incurred.

Life insurance, AD&D or critical illness claims– Please refer to your plan booklet for details.


Life can take many twists and turns, and it’s important that your benefits coverage can adapt to meet your needs as they evolve. If you experience a change in family status that affects your coverage needs, you may make changes to your benefit options without waiting for the next re-enrollment period.

A change in family status includes:

  • Marriage/common-law;
  • Birth or adoption of a child;
  • Separation/divorce;
  • Loss of coverage through your spouse’s group benefit program (for example, if your spouse loses his/her job);
  • Death of your spouse or only child;
  • Your spouse or only child ceasing to qualify for coverage (for example, through divorce or your child reaching the age limit for coverage).

When you retire or terminate employment, you will no longer be eligible for coverage. However, upon retirement, you may be able to join the retiree benefits plan. You may also be able to convert your life insurance to an individual policy. Contact your plan administrator for details.

Getting the most from your employee assistance program (EAP)

Going through a rough time at home? Feeling stressed at work? Looking for help or resources and not sure where to go?

Your plan includes an Employee Assistance Program (EAP) offered through Shepell, which offers voluntary, confidential short-term counselling and referral services to support you and your eligible family members when dealing with work-related and personal problems.

This service is available 24 hours a day, seven days a week at no cost to you. Counselling is available by telephone, in-person, online, and text-based self-help. Services include:

  • Family Support – professional support and resources to help solve family and personal life issues including finding a childcare service, help with aging parents, etc.
  • Financial Support – advice from financial experts: budgeting and cash management, debt management, planning for retirement, etc.
  • Legal Support – confidential consultation providing information and clarification on how the law applies to a specific situation (landlord and tenant, will and estates, civil litigation, criminal law matters, etc.)
  • Physical Health Support – advice from health care and nutrition experts: weight management, health coaching programs, help with how to navigate health system in Canada, etc.
  • Online Services – stress management program, online games to relieve stress, online smoking cessation program, video conference and chat room counselling with an EAP counsellor.

For more information, or to access confidential EAP support:

  • 1-800-387-4765 (English)
  • 1-800-361-5676 (French)

Or visit


IMPORTANT: Your Retirement & Savings plans are now with Canada Life.

Once you register and/or access your account, then starting July 19 you'll be able to see your account balance(s). Learn more at Canada Life’s CBBenefits Welcome Site.

A refreshed CBBenefits website is coming soon!
We are in the process of updating information on this website.
The Sun Life Retirement & Savings information is no longer valid.

In the meantime you can: Watch a recorded info session | Refer to the Insights blog posts

Questions? Send a note to or call Canada Life at 1—833-900-3853.

As a CBPP member, you know the CBPP offers fund options across the risk/reward spectrum: from the low-risk money market fund, to higher-risk funds such as the CBM Aggressive fund. To help ensure the best outcomes from the plan, it’s important to be an active participant in saving for your future – for example, checking your risk tolerance profile periodically and updating your investment selections if your circumstances change.

Not sure if your investments are still appropriate? Use Sun Life’s risk profiler to determine your risk tolerance.

Want to save even more for retirement?

Did you know you can make voluntary contributions by payroll deduction, in any amount you choose?

You can start, change or stop making voluntary contributions at any time. If your employer agrees, you may choose to contribute a lump sum amount instead of having monthly payroll deductions. Talk to your treasurer for more information.

In accordance with the Canadian Income Tax Act, the total of all contributions (including those made by your employer) to the DCPP in any year can’t exceed the lesser of 18% of your compensation and the money purchase limit for that calendar year. You and your employer are responsible for making sure your voluntary contributions don’t exceed the contribution limit. Unlike your basic contributions, voluntary contributions can be withdrawn at any time.

Planning for retirement

As a CBPP plan member, planning for retirement is one of the most important decisions you will make. It can be difficult to understand how much you’ll need in retirement, and whether you’re on track to get there. As you get closer to retirement it is important to give some thought as to how you’d like to spend your retirement. The dedicated retirement consultants at Sunlife can help you develop a plan to help ensure the money will last. Contact them at 1-866-224-3906 and remind them of the custom retirement options exclusive to you as a member of this plan.

Tools and resources for you:


To view your investments, see your account balance, or access retirement planning resources and tools, contact Sun Life:

Contact Sun Life’s dedicated retirement consultants for our plan at 1-866-224-3906 (Option 1). Make sure you ask about CBM’s retirement options built specifically for our plan!

For our READY TO RETIRE program, email

For general inquiries, email