Uhlelo lwami lokusebenza lweselula lwe-Sun Life lukunikeza ukufinyelela okusheshayo, okulula nokuvikelekile kweyakho:
• izinzuzo zeqembu,
• umshwalense wempilo yomuntu kanye nempilo,
• Iqembu elibhalisiwe lezinhlelo zokulondoloza umhlalaphansi (RRSPs),
• izinhlelo zokonga zomuntu ngamunye noma zeqembu,
• izicelo zomshwalense kanye nezicelo ze-e-mail,
• uhlelo lomhlalaphansi, kanye
• utshalomali.
Ungasebenzisa uhlelo lokusebenza noma nini ukuze:
• hambisa izicelo zezokwelapha nezamazinyo,
• thola umhlinzeki wezempilo,
• lawula ukonga kwakho komhlalaphansi, i-RRSP yeqembu noma uhlelo lokonga lweqembu, kanye nokutshalwa kwezimali komuntu siqu, futhi ubuke imikhiqizo yakho yomshwalense, usohambeni.
Impilo yakho (izinzuzo zezokwelapha nezamazinyo)*
Kungakhathaliseki ukuthi unezinzuzo ngohlelo lomuntu siqu noma ngomqashi, ungasebenzisa uhlelo lokusebenza uku:
• thola izinzuzo, umshwalense kanye nolwazi lwezempilo olubaluleke kakhulu kuwe,
• thumela izicelo zezokwelapha nezamazinyo** futhi uhlole kalula isimo sazo,
• thola ukuthi uhlelo lwakho lwezokwelapha luhlanganisani,
• thumela amadokhumenti athile ngokuthwebula isithombe, ukunamathisela amarisidi noma amanye amadokhumenti asekelayo,
• yiba namakhadi akho okukhava atholakale lapho uya khona,
• hlola i-Health Spending Account (HSA) kanye nebhalansi ye-Personal Spending Account (PSA),
• buka imininingwane yeningi lomshwalense wakho womuntu siqu,
• buka amadokhumenti ahlobene nokutshalwa kwezimali komuntu siqu kanye nemikhiqizo yomshwalense,
• thola izibuyekezo mayelana nezinguquko zesimo sesimangalo sakho ngezaziso zohlelo lokusebenza, futhi
• xhumanisa i-akhawunti yakho ye-Sun Life ne-Alexa.
*Uma kusebenza ohlelweni lwakho lwezinzuzo.
** Izimangalo eziningi zikhokhwa kungakapheli amahora angama-48 uma idiphozithi eqondile isethiwe.
Imali yakho (ukonga, umhlalaphansi kanye nomshwalense)
Uhlelo lokusebenza likuvumela ukuthi uphathe kalula ukutshalwa kwezimali kwakho njengohlelo lokonga lweqembu, i-RRSP yeqembu, isikhwama somuntu siqu kanye nemikhiqizo yesikhwama ehlukanisiwe.
Sebenzisa uhlelo lokusebenza uku:
• hlola ibhalansi yakho,
• buka umlando wakho wokutshala imali,
• bona ukuthi izinhlelo zakho zokutshala imali endaweni yokusebenza zisebenza kanjani ngokuhamba kwesikhathi,
• nikela ku-RRSP yakho noma izinhlelo zokonga,
• sithumele isithombe samafomu esingawadinga, kanye
• buka amadokhumenti ahlobene nokutshalwa kwezimali komuntu siqu nokokusebenza, kanye nemikhiqizo yomshwalense
• ukuqondisa izinkokhelo zesimangalo sezempilo emikhiqizweni yokonga ekhethiwe.*
(*Lokhu kutholakala kuphela kumalungu ohlelo afanelekayo.)
Izinzuzo ezengeziwe zokunakekelwa kwezempilo
Thatha ithuba lamathuluzi engeziwe okunakekelwa kwezempilo anikezwa kuhlelo lokusebenza. Ungakwazi:
• thola ukuthi yibaphi abasebenzi bezempilo abahlinzeka ngezinsizakalo ezibonakalayo,
• sebenzisa usesho lomhlinzeki we-Lumino ukuze useshe abahlinzeki bezempilo endaweni yakini (isb. izazi zokusebenza kwengqondo, odokotela bamazinyo, odokotela bezinhlungu) futhi ubhukhe izikhathi zokuhlangana nabo,
• bhukha ama-aphoyintimenti aku-inthanethi nabanye abahlinzeki bezimo eziphuthumayo,
• sebenzisa ithuluzi lokubheka izidakamizwa ukuze uthole ulwazi ngemithi,
• thola amathiphu okuthi ungonga kanjani imali esicelweni sakho esilandelayo sezokwelapha noma samazinyo, futhi
• bheka izaphulelo nezipesheli ezinsizeni zezempilo yengqondo, izingubo zamehlo, ukufaneleka nokunye okwengeziwe.
Thola izibuyekezo nokusekelwa kwaSun Life
Uhlelo lokusebenza futhi ikuvumela:
• thola izaziso zohlelo lokusebenza mayelana nesimo sakho sesimangalo kanye nolwazi olubalulekile mayelana ne-akhawunti yakho,
• bona izaziso zomkhiqizo nezibuyekezo zesevisi, izipesheli nezikhumbuzi eziwusizo,
• sifinyelele ngokushesha ukuze sikwazi ukuphendula imibuzo yakho,
• sishayele ngaphakathi kohlelo lokusebenza - sizoba nohlelo lwakho, inqubomgomo noma imininingwane yenkontileka isilungele ukusebenza, kanye
• xhumana kalula nomeluleki wakho noma thola umeluleki eduze nawe.
Uzodinga i-ID yokungena ngemvume evumelekile kanye nephasiwedi ukuze usebenzise uhlelo lokusebenza. Bhalisa kusuka kuhlelo lokusebenza noma ku-mysunlife.ca. Ukuze uthole ulwazi olwengeziwe, vakashela sunlife.ca/mobile.
Qaphela: Izindleko zedatha zingasebenza uma usebenzisa lolu hlelo lokusebenza.
Awukwazi ukusebenzisa uhlelo lokusebenza? Usengabuka i-akhawunti yakho ngokungena ngemvume ku-mysunlife.ca, noma usithinte kokuthi 1-877-SUN-LIFE (1-877-786-5433).
Noma yikuphi ukusetshenziswa kwalolu hlelo lokusebenza kungaphansi kwemibandela Yesivumelwano Selayisense Yomsebenzisi Wokugcina etholakala ku-mysunlife.ca/mobilelicence.
Kubuyekezwe ngo-
Okt 9, 2024