Benefits forms

This page includes all the forms you need to:

• enrol for benefits,
• enrol for payroll,
• submit a paper claim, and
• make changes to your benefit coverage.

For quicker processing and payment, consider submitting your UBC Dental or UBC Extended Health claims online. You can also register to have your reimbursement deposited directly into your bank account.

Log into to the Sun Life Member website, mysunlife.ca to submit your claim online, or visit the Claims page for instructions.

Extended Health and Dental claims forms can also be downloaded from mysunlife.ca, using your access ID and password.

New employees: You can also complete your benefit enrolment forms by using UBC Benefits Sign-On . You’ll need to refer to your letter of offer for your enrolment code.

Mailing addresses for completed UBC benefit forms

If you are completing a form on paper rather than online, print and complete the form. You can then mail the completed form to the appropriate address below.

Vancouver campus

Attention: Payroll Services
UBC Financial Operations
500 – 6190 Agronomy Road
Vancouver, BC V6T 1Z3
Phone: 604-822-2187
Fax: 604-822-9233

Okanagan campus

Attention: Payroll
UBC Finance Operations and Strategies
OM1 – 1157 Alumni Avenue
Kelowna, BC V1V 1V7
Phone: 250-807-8625
Fax: 250-807-9354

Note: Your Fair PharmaCare Registration Form must be sent directly to Fair PharmaCare.

Find a form

• Dental

Learn about UBC Dental benefits and how to make a claim.

Enrol for benefits

• Enrol for dental benefits

Download a claim form

• Dental Claim Form: Faculty and Staff, with the exception of Management & Professional, IUOE 115, CUPE 2950 and CUPE 116
• Combined Dental + HSA Claim Form: Management & Professional, IUOE 115 and CUPE 2950, and CUPE 116 only (more information about the HSA)
• Out-Of-Country Emergency Medical Expense Claim Form (all employees): use this form to claim for expenses related to an out-of-country dental accident (for non-emergency expenses, use the Dental Claim Form above)

Make changes to your enrolment

• Change your address or update your dependants
• Enrol a newborn or adopted child to your benefits coverage
• Cancel your dental coverage

Extended Health

Learn about UBC Extended Health benefits and how to make a claim.

Enrol for benefits

• Enrol for extended health benefits

Download a claim form

• Extended Health Claim Form: Faculty and Staff, with the exception of Management & Professional, IUOE 115, CUPE 2950 and CUPE 116. Non-UBC Management & Professional Staff (Paymaster employers) should use this claim form.
• Combined Extended Health + HSA Claim Form: Management & Professional, IUOE 115, CUPE 2950, and CUPE 116 only (information about the HSA)
• Out-Of-Country Emergency Medical Expense Claim Form (all employees): use this form to claim for expenses related to an out-of-country medical emergency (for non-emergency expenses, use the Extended Health Claim Form above)

Make changes to your enrolment

• Change your address or update your dependants
• Enrol a newborn or adopted child to your benefits coverage
• Cancel your Extended Health coverage

Employee Family Assistance Program

Learn about the Employee Family Assistance Program (EFAP).

Enrol for EFAP

• Enrol for EFAP or update your dependants

Make changes to your enrolment

• Enrol a newborn or adopted child to your benefits coverage

Tuition Waiver

Learn about UBC Tuition Waivers and how to apply online.

Basic Group Life Insurance

Learn about UBC’s Basic Group Life Insurance plan.

Enrolment in this plan is mandatory for all UBC staff and faculty. Your spouse and/or dependent children are not covered under this plan. You must provide Payroll with original copies of the Basic Group Life Insurance forms. Photocopies and/or electronic copies are not accepted.

Enrol for Basic Group Life Insurance

• Enrol for Basic Group Life Insurance

Submit a life insurance claim

• Information about submitting a life insurance claim

Make changes to your beneficiary

• Update or change your beneficiary information

Optional Life Insurance & Optional Accidental Death & Dismemberment

Learn about UBC’s Optional Life Insurance plan and Optional Accidental Death & Dismemberment coverage.

You must submit original copies of the Optional Life and Optional Accidental Death & Dismemberment forms to UBC Payroll for processing. Photocopies and/or electronic copies are not accepted.

All applications are subject to proof of good health. After you apply, Payroll will send you a Sun Life Health Statement is to complete and return. If your application is approved, you will then pay monthly premiums through payroll deduction.

Apply for insurance or to increase coverage

• Apply to UBC for Optional Life and Optional AD&D (new enrollments and increase to coverage)

Reduce your coverage, cancel your coverage or indicate change of smoker status

• Change your coverage (other than increase)

Make changes to your beneficiary

• Update or change your beneficiary information (Optional Employee Life Insurance)
• Update or change your beneficiary information (Optional Spousal Life Insurance)

Disability Benefit Plan/Income Replacement Plan

Learn about UBC’s long-term disability benefits, including the Disability Benefit Plan and the Income Replacement Plan. You must enrol for coverage under a long-term disability plan when you begin working at UBC.

Enrol in the long-term disability plan

• Income Replacement Plan: Faculty, Academic Executives, and Administrative Executives and M&P staff enrolled in the Faculty Pension Plan
• Disability Benefit Plan: Administrative Executives enrolled in the Staff Pension Plan, Management & Professional, BCGEU Okanagan, IUOE 115, Non-Union Technicians/Research Assistants, Executive Administrative, BCGEU Childcare, CUPE 2278, CUPE 2950, CUPE 116

Apply for long-term disability benefits

• Sun Life Disability Claim Form (Member)

Fair PharmaCare

Learn about the Fair PharmaCare program.

Enrol in the Fair Pharmacare program

• Register for Fair Pharmacare.

Retirement and Survivor Benefits Program

Learn about the Retirement and Survivor Benefits Program and how to make an RSB claim.

Enrol in the RSB Program

• RSB enrolment form

Make a claim

• RSB Extended Health Claim Form
• RSB Dental Claim Form
• Out-Of-Country Emergency Medical Expense Claim Form: use this form to claim for expenses related to an out-of-country medical emergency (for non-emergency expenses, use the Extended Health Claim Form above)

Print out your Medi-Passport card

• Sun Life Medi-Passport Card (emergency travel card)

Payroll forms

Faculty and staff can update and view their personal and payroll information quickly and securely through the UBC Faculty & Staff Self-Service Portal. You will need your Campus Wide Login (CWL) to access the portal.

If you do not have access to a computer, you can print and submit the following paper payroll forms:

• Enrol or update your Payroll Direct Deposit information
• Update or change your personal information

Tax forms

• Complete/update your TD1 Federal Tax Form
  • select the federal TD1 form
• Complete/update your TD1BC Provincial Tax Form
  • select the provincial TD1BC form

Need help?

If you have questions or need assistance completing a form, please contact UBC Benefits.