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Get Sun Life Financial 4290-E 2017-2024

To find out about our Privacy Policy visit our website at www. sunlife. ca or to obtain information about our privacy practices send a written request by e-mail to privacyofficer sunlife. com or by mail to Privacy Officer Sun Life Financial 225 King St. West Toronto ON M5V 3C5. I certify that the information in this form is true and correct and that I am authorized to disclose the information provided on this form to Sun Life Assurance Company of Canada Sun Life its agents and service providers. I hereby consent to the collection use and disclosure of this information by Sun Life its agents and service providers to its subsidiaries and affiliates some of which may be located outside of Canada for the purposes of conducting an unclaimed property search of its own records and disclosing the results of its search to me. Unclaimed property search request Requestor Last name First name Address street number and name Apartment or suite City Province Phone number Postal code Email address Provide a photocopy of the two pieces of identification at least one of which is photo ID. 1. Is the Unclaimed Property part of an Individual Plan or Group Plan 2. What is your affiliation to the Unclaimed Property for example owner/member life insured beneficiary executor relative attorney etc* 3. Is the owner/member of the unclaimed property still living Yes No If No please provide the date of death. Date dd-mm-yyyy If the request is coming from someone other than the owner the following will be required Copies of two pieces of identification at least one of which is a photo ID and Proof of the person s entitlement to receive the information such as a power of attorney from the owner if the owner is still alive or Proof that the Requester is the executor of the estate of the former owner or Provide the following information if known Description of unclaimed property Insurance product Savings product Trust product Policy number Company that issued the policy Date of policy issue dd-mm-yyyy Last name of owner/ member Owner/member s date of birth dd-mm-yyyy Relationship to owner/member Name of life insured if life insurance policy If this search is unsuccessful further assistance may be obtained as follows For residents in Alberta please refer to the Government of Alberta website at www. finance. alberta*ca/business/unclaimedproperty/index. html* For residents of British Columbia please visit the British Columbia Unclaimed Property Society website at www. unclaimedpropertybc*ca* www. revenuquebec*ca/en/. For further assistance in tracing predecessor companies please visit the Canadian Life and Health Insurance Association at their website www. clhia*ca* Submit the completed questionnaire along with required 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* Respecting your privacy about you and your contract s with us. Our files are kept for the purpose of providing you with investment and insurance products or services that will help you meet your lifetime financial objectives.

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