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Your shareholder account FAQ
Here are the answers to some frequently asked questions we receive about common shares of Sun Life and your shareholder accounts:
How do I obtain information about my shareholder account?
What is CIBC Mellon AnswerLine® and how do I register?
How do I change my address?
How do I replace a dividend cheque, share certificate, or share ownership statement?
How do I transfer ownership or sell my common shares?
How do I enroll in the Canadian Dividend Reinvestment Plan and Share Purchase Plan?
How do I obtain information about my shareholder account?
If you hold a share certificate or a share ownership statement and require information about:
- dividend payments
- changes of address or changes in banking information
- share registration and share transfer
- selling shares
- tax receipts
- Canadian Dividend Reinvestment Plan and Share Purchase Plan
- other administrative matters concerning shares
If your shares are in a brokerage account, contact your stockbroker.
What is CIBC Mellon AnswerLine® and how do I register?
Our transfer agent, CIBC Mellon Trust Company, offers 24-hour online access to information about your share holdings, including your dividend payment history and the market value of your shares.
To register for this service, visit the CIBC Mellon Investor Centre *
* For shareholders in the U.K., AnswerLine online service is available for share certificate holders only. If you have a share ownership account, contact Capita Registrars Ltd.
How do I change my address?
To change your address by telephone, contact the transfer agent in your country of residence. You can also change your address online through AnswerLine®.
How do I replace a dividend cheque, share certificate, or share ownership statement?
To replace a dividend cheque, contact the transfer agent in your country of residence.
To replace a share certificate or share ownership statement, requests must be made in writing to the transfer agent.
How do I transfer ownership or sell my common shares?
If your shares are in a brokerage account, contact your stockbroker.
To transfer ownership of your shares:
Visit the CIBC Mellon website for information about transferring your shares.
To sell your shares:
Share certificate holders
Contact a stockbroker to sell your common shares of Sun Life Financial Inc.
Share ownership participants in Canada:
You can sell your common shares by detaching and completing Form A on the front of your share ownership statement. Mail the form to CIBC Mellon.
Share selling service terms and conditions [PDF, 2 pages, 49 KB]
Note: Former shareholders of Clarica Life Insurance Company who received a share ownership statement continue to hold their common shares in the Canadian Share Account administered by CIBC Mellon.
Share ownership participants in the United Kingdom, Philippines and Bermuda:
The share selling service is no longer available. You will need to obtain a share certificate and sell your shares through a stockbroker who trades on the Toronto, New York or Philippine stock exchanges. For information on how to obtain a share certificate or transfer your share ownership, contact the transfer agent in your country of residence.
How do I enroll in the Canadian Dividend Reinvestment Plan and Share Purchase Plan?
Share certificate holders and share account participants who live in Canada can automatically reinvest cash dividends paid on their common shares and purchase additional shares through this plan. To enroll, complete the enrollment form [PDF, 1 page, 155 kb] and mail it to CIBC Mellon.
Read more about our Canadian DRIP and Share Purchase Plan.
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Sun Life share information
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