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Investment claims

Helping you manage your financial investments

When managing your investments, there may be occasions when you need to initiate a claim. Whether you or your beneficiaries require fund withdrawals, navigate tax implications, or submit documentation to a probate court, our dedicated team is here to assist you.

Every claim is unique, so please explore the relevant section below to find specific details tailored to your situation.

Annuity, RRSP, and Other Investments

Getting Started

Wawanesa Life Claim forms for Annuities, RRSPs or other Investment policies are available through our Annuity Services team or through your insurance broker.

To request a package you can reach out to us via:

Submitting Information

You can submit completed forms via:

  • Email: annuities@wawanesa.com
  • Fax: 1-888-985-3872
  • Mail: The Wawanesa Life Insurance Company, 236 Carlton St, Winnipeg, MB R3C 1P5

Need a claim form?

Find forms and resources to help you through submitting your claim.

Investment forms

Have a Concern or Complaint?

If you encounter any issues, we’re committed to addressing them promptly.

Concerns and complaints