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Seattle Public Schools

Sun Life
(aka: Sun Life)

This Vendor Page has not been approved by Sun Life,
but the information provided should be useful to you.

Sun Life (aka: Sun Life) - General Status

Sun Life is exiting the 403(b) market. Sun Life has stopped accepting new applications as of 10/1/08 and will no longer accept contributions after 12/31/08. Sun Life will continue to manage existing accounts.

Sun Life has provided this PDF documentation: View / Download

Sun Life (aka: Sun Life) Web Homepage

Sun Life Homepage may be accessed here .

Product Information

Click the link(s) below for information on Sun Life investment products:

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Fee Information

Click the link(s) below for information on the fees associated with Sun Life accounts:

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403(b) Investment Options

Sun Life offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

Sun Life does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Sun Life are marketed using the following approaches:

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Helpful Employee Resources

Sun Life has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Sun Life provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Sun Life, please visit our General Sun Life Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

Sun Life (aka: Sun Life) - Seattle Public Schools Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Sun Life Plan Number

When contacting Sun Life or its local contacts, have ready your Seattle Public Schools - Sun Life GROUP NUMBER: To Be Determined

Seattle Public Schools EIN

When contacting Sun Life or its local contacts, you may require the Seattle Public Schools EIN: 916001541

Seattle Public Schools Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Sun Life on Seattle Public Schools list of authorized vendors.

Request Additional Information from Sun Life

Sun Life has not a "contact us" link. The moment they do, we'll post them here.

Information Sharing Agreement, If Applicable

Sun Life has NOT signed any Direct Information Sharing Agreement with Seattle Public Schools or any Umbrella Information Sharing Agreement with CCC. Consequently, Sun Life is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Seattle Public Schools 403(b) accounts.

Employer Minimum Contribution

Seattle Public Schools does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Sun Life does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Sun Life has not provided copies of or links to any Vendor Forms. Please contact Sun Life to request any forms you might need.

Seattle Public Schools Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Seattle Public Schools 403(b) Plan and much more on the Seattle Public Schools Information Page, available by clicking here.