Support Staff Personal Spending Account
The Personal Spending Account (PSA) can be used to cover the cost of personal wellness related expenses.
Eligible support staff receive $1,250 to divide between their Health Spending Account (HSA) and their Personal Spending Account (PSA).
Fund allocation for support staff
Each fall starting in October, support staff are instructed to divide their $1,250 between their HSA and PSA for the following year. If a staff member takes no action, returns from a leave or is hired after the open enrollment dates, the default amount of $1,000 for HSA and $250 for PSA will be allocated for the calendar year. This amount is not prorated.
Allocate your 2023 accountsEligible Expenses
Education and Personal Development
- Tuition fees for university, college or continuing education (includes books and supplies)
- Language training
- Tutoring
- Professional membership fees or dues
- Fees associated with maintaining a professional designation
- Hobby and general interest classes
- Personal computer (e.g., desktop or laptop) and accessories, including internet access fees
- Mobile PDA devices (e.g., cell phone, iPhone, iPad, Blackberry)
Fitness equipment
- Durable equipment such as treadmills, exercise bikes and universal gym
- Skates, roller blades, bicycles, specialized athletic footwear, tennis racquets, golf clubs, safety helmets and specialized sports equipment (excludes running shoes)
- Fitness club memberships
Fitness-related services
- Registration fees for fitness-related programs or lessons, (e.g., aerobic classes, dance lessons)
- Sports team memberships and registration fees
- Annual memberships (e.g., golf)
- Court fees, green fees, ski passes, lift tickets and race registrations
- Personal trainers, fitness consultants, lifestyle consultants and exercise physiologists
Green living
- Coverage for monthly transit passes
Health-related services
- Weight management programs (excluding food)
- Smoking cessation programs
- Nutrition programs and counselling
- Maternity services (prenatal classes and services of a certified Doula)
- Services of alternative health practitioners (e.g., reflexologist, iridologist, herbalist, homeopath, athletic therapist, Chinese medical practitioner, Shiatsu therapist)
- Stress management programs
- Cholesterol and hypertension screening
- First aid and CPR training
- Health assessments
- Vitamins and supplements, including herbal products
- Other alternative wellness services: Reiki, Ayurvedic medicine, touch therapy, Rolfing and light therapy
Insurance premiums
- Insurance premiums paid for Critical Illness, Life Insurance and Long Term Care
Work-life balance
- Child Care expenses
- Elder Care expenses
How to submit a claim
Direct billing from your PSA is not available. Make a claim to Sun Life using the Personal Spending Account Claim Form.
Keep copies of your original receipts for 12 months in case you need to submit them.
Claims deadline
Expenses must be submitted for reimbursement by March 31 of the year following the year the expense was incurred to be eligible for payment.
Managing Your Personal Spending Account
You can view the status and balance of your PSA using the Sun Life Member Services website or mobile app. The policy number for the PSA is 150434 and your employee number is your University ID.