Sun life unclaimed 2026

1. Click ‘Get Form’ to open the sun life unclaimed document in the editor.
2. Begin by filling in your personal information in the 'Requestor' section, including your last name, first name, address, phone number, and email address. Ensure all details are accurate for a smooth process.
3. Provide a photocopy of two pieces of identification, ensuring at least one is a photo ID. This is crucial for verifying your identity.
4. Indicate whether the unclaimed property is part of an Individual Plan or Group Plan by selecting the appropriate option.
5. Specify your affiliation to the unclaimed property (e.g., owner/member, beneficiary) and answer whether the owner/member is still living. If not, provide the date of death.
6. If you are not the owner, include necessary documentation such as proof of entitlement to receive information and identification copies.
7. Fill in any known details about the unclaimed property including description, policy number, and issuing company. This will assist in locating the records.
8. Review all entered information for accuracy before submitting. Once complete, submit your form along with required documents to Sun Life Financial Ombudsman’s Office.

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