If you believe you or someone upon whose behalf you are acting has unclaimed property (insurance or savings products) with Sun Life Financial or its predecessor companies, you can initiate a search through the Sun Life Financial Ombudsman's Office. Please present your request in writing, as described below, together with supporting documentation including two pieces of personal identification, at least one of which is photo ID. It will take 4 to 6 weeks for a request to be processed and a claimant notified of the result.
To obtain information on our policies and procedures for locating owners of unclaimed property, please contact the Sun Life Financial Ombudsman's Office.
Important Note**
To protect an individual’s privacy, authentication of your identity will be required to confirm that you have a right to the information and/or funds. Sun Life Financial must be satisfied of any claimant's identity and entitlement to any funds prior to releasing such funds. Therefore, all claims must be submitted to us in writing and any claimant must provide at least two pieces of identification, at least one of which is photo ID. Such documentation must establish the name, signature and date of birth of the claimant. In addition, if you are acting in a representative capacity, please submit a copy of the document which provides you with the authority to make the request (for example, Power of Attorney).
To initiate a search for unclaimed properties:
1. Print and Submit
Print the attached document and complete the applicable questions. Submit the completed questionnaire along with required documentation to:
Sun Life Financial Ombudsman's Office 225 King St. W Toronto ON M5V 3C5
You will receive an unclaimed property questionnaire in the mail. This questionnaire must be completed and returned with the necessary supporting documentation to
Sun Life Financial Ombudsman's Office 225 King St. W Toronto ON M5V 3C5
Please allow 4 to 6 weeks for a complete search at which time you will be contacted.
If this search is unsuccessful, further assistance may be obtained as follows:
For residents of British Columbia, please visit the British Columbia Unclaimed Property Society website at www.bcunclaimedproperty.bc.ca
