When you file your 2015 income taxes with Canada Revenue Agency, you can claim medical expenses for yourself and your eligible dependants as a non-refundable tax credit. To make this process easier, you can view a summary of the medical expenses you have submitted to the PSHCP through the Public Service Health Care Plan Member Services Website.
To view your claims summary, go to www.sunlife.ca/pshcp and log into your account using your Access ID and password. If you have never used the Sun Life Plan Member Services Website, you will need to register to access the site.
Once you have logged in, click on “My Claims.” Under “View Claim Summary,” you have the option of viewing your Drug claim summary or your Medical claim summary. Click on the summary you wish to view and select the appropriate date range (Jan 1, 2015 to Dec 31, 2015). The summary at the bottom of the page will show the total amount claimed, the total amount paid by the Plan, and the total amount not paid by the Plan for the selected date range.
If you have submitted expenses to more than one plan (i.e. if you have additional coverage from your province or territory or you have coordinated your benefits under another group benefits plan), you will need to review the summaries from these plans to determine the total amount you paid out of pocket. You can also refer to individual claims statements to see what amounts have been paid by other plans in situations where the PSHCP is a second-payer plan.
To learn more about which medical expenses can be claimed as non-refundable income tax credits, please visit Canada Revenue Agency’s website at www.cra-arc.gc.ca/medical.