I just talked to a Sun Life agent. He told me that, yes, you can submit the documents through the app. Scan or take a picture.
If there is any issue, they would get back to you.
Everyone - also note: even if you only buyback partial service, you have to take all of the remaining money out of the SFU Pension Plan (your RRSP is unaffected by this rule as far as I know).
Hope this helps!
Anke
Anke Kessler (she/her)
Professor and Department Chair | Department of Economics
Simon Fraser University | West Mall Complex
8888 University Dr.. Burnaby, B.C. V5A 1S6
Professor and Department Chair | Department of Economics
Simon Fraser University | West Mall Complex
8888 University Dr.. Burnaby, B.C. V5A 1S6
Located
on territories of the Tsleil Waututh (səl̓ilw̓ətaʔɬ), Kwikwetlem (kʷikʷəƛ̓əm), Squamish (Sḵwx̱wú7mesh Úxwumixw) and Musqueam (xʷməθkʷəy̓əm) Nations.
On Jul 22, 2022, at 8:00 AM, Oliver Schulte <oschulte@cs.sfu.ca> wrote:
Hi all,
as you know we can now buy past years of service by asking Sunlife to transfer funds from our old Defined Contributions Plan to our new BC College Defined Benefit Plan. The College Plan has sent us forms to effect this transfer. I've heard that instead of filling in paper forms and snail mailing them to Sunlife, it's possible to request the transfer using the Sunlife App.
Has anyone managed to do the transfer using the App?
Regards,
Oliver
P.S. Apropos the pension, I'd like to thank our pension plan trustees for all their hard work towards our community.--------------------------------------------------------------------------------------------------Oliver Schulte E-mail: oschulte@cs.sfu.caSimon Fraser University Phone: (778) 782-3390Professor Fax: (778) 782-3045School of Computing Science Web: http://www.cs.sfu.ca/~oschulteTASC 1 Building 9021 Work Schedule: see home pageBurnaby, B.C. V5A 1S6Canada