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Unclaimed property

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 2 pieces of personal identification, at least one of which is photo ID. It will take 4 to 6 weeks for us to process your request to be processed and notify you 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 2 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 that 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   Unclaimed property search request 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

  2. Contact Sun Life Financial

    Please contact the Ombudsman's Office at:

    Phone: 1-416-408-8954 or 1-514-866-2477

    E-mail: ombudsman@sunlife.com

    You will receive an unclaimed property questionnaire in the mail. You must complete this questionnaire and return it with the necessary supporting documentation to:

    Sun Life Financial Ombudsman's Office

    225 King St. W
    Toronto ON M5V 3C5

It will take us 4 to 6 weeks to do a complete search and then contact you with the results. If this search is unsuccessful, you may obtain further assistance as follows: