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Products > Banking > Loans > Access Line of Credit

Cash Surrender Value (CSV) Line of Credit (LOC) options

There are three CSV LOC options depending on the Borrower on the LOC and the owner of the insurance.  Please select the proper application which pertains to your case and follow instructions noted in the application.

 CSV Personal Line of Credit

CSV Personal Line of Credit Application (AB0810)

Security documentation:

For ALOC+ also include:

  • Recent paystub (within past 6 weeks)
  • Most recent 2 years CRA Notice of Assessments and T1 Generals
  • Copy of current investment

 CSV Corporate Line of Credit

CSV Corporate Line of Credit Application (AB0811)

Security documentation:

Note: Solicitor’s Letter of Opinion required if loan is over $500,000. We recommend you do not ask your client to obtain the Solicitor’s Letter of Opinion until such time as the Application is approved.

 CSV Personal Line of Credit with Corporate Security

CSV Personal Line of Credit with Corporate Security Application (AB0813)

Security documentation:

For ALOC+ also include:

  • Recent paystub (within past 6 weeks)
  • Most recent 2 years CRA Notice of Assessments and T1 Generals
  • Copy of current investment

Note: Solicitor’s Letter of Opinion required if loan is over $500,000. We recommend you do not ask your client to obtain the Solicitor’s Letter of Opinion until such time as the Application is approved.

Please return these signed documents to Manulife Bank either by fax (preferred) or mail:

Fax:      1-866-236-7317
Mail:     Manulife Bank, 500 King Street North, P.O. Box 1602, STN WATERLOO, Waterloo, ON, N2J 4C6

Note: The above are typical requirements for most applications. However, Manulife Bank reserves the right to request additional information and documentation for credit adjudication purposes.

Contact us

If you have an underwriting question about a loan in process or a concern regarding an existing CSV Line of Credit, contact Manulife Bank Lending Services at 1-800-567-9170.

If you have any questions about this product or about the forms included here, please call advisor sales support at 1-800-567-9170 from 8am - 8pm across Canada.

 


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