• your name and current address
• your relationship to the deceased owner of the unclaimed balance
• legal documents proving that you are representing the estate, or are an heir to the deceased’s estate (e.g., Power of Attorney, will)
• whether anyone else may have some entitlement to the balance in question
• documentation to prove that the deceased resided at the address provided to the Bank of Canada by the financial institution that transferred the unclaimed balance to us.
You may also be able to claim funds if you are an officer of an organization which owned an unclaimed account. Other than these two possibilities, there is no way to make a claim on someone else’s behalf.
What should you expect from your financial advisor?
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