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| Title | Type | Order # xxxxxxE |
Last revised |
|---|---|---|---|
| Advisor-FAQ: New application forms FAQ re: new forms to meet legislative requirements |
NA | 350 | 2010-03-01 |
| CAP compliance annual review Self-assessment questionnaire |
Form | CS5104 | |
| 2016 Rewards Enhancements for Managing General Agents 2016 Rewards Enhancements for Managing General Agents |
Brochure | ||
| Repsource and Group Benefits Plan Advisor secure site instructions Repsource and Group Benefits Plan Advisor secure site instructions |
Instructions | GL5049 | 2011-01-10 |
| Manulife (and legacy) Specimen Plan Numbers CRA RSP, RIF, TFSA and RESP specimen plan numbers may be required for transfer forms and forms to unlock funds. (PDF) |
NA | 2017-02-16 | |
| FollowMe Travel Add-On Application Clients can now add travel coverage to FollowMe Health. |
Form | 2016-07-18 | |
| i-Watch Alert: Manulife Asset Management Manulife Asset Management has announced the appointment of a new investment team to manage Core and Value U.S. Equity mandates |
Report | 2011-05-20 | |
| NRSP for Broker Sponsored Plans Only NRSP for Broker Sponsored Plans Only |
Form | GP0762 | 2016-10-28 |
| Using new forms This page contains privacy policy information for Manulife Financial Using new forms |
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| Flexcare Marketing Materials Order Form Flexcare Marketing Materials Order Form. (PDF) |
Form | 2018-04-06 | |
| Association Marketing Materials Order Form Association Marketing Materials Order Form. (PDF) |
Form | 2018-04-06 | |
| FollowMe Marketing Materials Order Form FollowMe Marketing Materials Order Form. (PDF) |
Form | 2018-04-06 | |
| Travel Marketing Materials Order Form Travel Marketing Materials Order Form. (PDF) |
Form | 2018-02-15 | |
| Enrolment Report Enrolment report (spreadsheet to gather information for each eligible employee) (Excel) |
Report | 2014-04-10 | |
| Request for Quotation Form for requesting a quotation for Group Benefits (Advisor use only) (PDF) |
Form | 2010-12-01 | |
| PADI Quote Request Form Building a disability insurance plan that suits your client’s needs has become easier. All you need to do is fill in this editable form right on your computer and send it to your wholesaler. |
Form | 2016-12-12 | |
| Request for Quotation Form for requesting a quotation for Group Benefits (Advisor use only) (WORD) |
Form | 2010-12-01 | |
| Splitting a policy Splitting a policy |
Form | ||
| Transfer of ownership NN0687E - Transfer of ownership. (PDF) |
Form | NN0687 | 2018-05-01 |
| Request to change address information - Insurance NN1572E- Form for changing insurance policy owner's address |
Form | NN1572 | 2013-12-01 |
| Advisor declaration and sale checklist Advisor declaration and sale checklist for the LaunchPlan (PDF) |
Form | 2013-07-01 | |
| Risky Business: You asked and we delivered… an improved delivery model. And so much more! We’re focused on an improved experience for you and your clients. From process improvements to updated forms, here are some of the newest development. |
Article | 2018-06-26 | |
| Enrollment Form GP5499E - EPSP enrolment form (PDF) |
Form | GP5499 | 2014-04-01 |
| Servicing Guidelines - Declaration of Insurability How to complete the form to reinstate a life insurance policy. (PDF) |
Guide | 2012-09-03 | |
| Beneficiary Designation Personal Accident Disability Insurance, Disability Guaranteed Renewable (PDF) |
Form | 2015-09-17 | |
| HUB Int contest entry form HUB Int contest entry form |
Application | 2015-06-25 | |
| Page cannot be found Page cannot be found |
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| Change Form GP0768E - Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF) |
Form | GP0768 | 2012-02-01 |
| Authorizations and agreements - NN7006E AMW insert NN7006E - Authorizations and Agreements - NN7006E AMW insert |
Application | NN7006 | 2010-01-01 |
| Enrolment form - Group DPSP FutureStep DPSP enrolment form (PDF) |
Form | 2014-07-02 | |
| Enrolment form - Group RRSP FutureStep Group RRSP enrolment form (PDF) |
Form | 2014-07-02 | |
| Acknowledge and Change Form - Plan Administrator / Company Personnel GP5232E - RPP, RRSP, DESP (PDF) |
Form | GP5232 | 2012-02-01 |
| Deposit Details Form GP0819E- Investment Only Plans (CIO) (PDF) |
Form | GP0819 | 2012-03-01 |
| Surrender of vested bonus additions Form to request a surrender of the vested bonus additions. (PDF) |
Form | BIL1231 | 2015-12-01 |
| Investment Direction Form GP0815E - Investment Only Plans (CIO) (PDF) |
Form | GP0815 | 2015-11-23 |
| Extended Health Care Claim GL3585E - To be completed by the plan member unless otherwise indicated. Original receipts must be attached for all expenses. (PDF) |
Form | GL3585 | 2007-05-01 |
| Pre-Authorized Debit Form GP0970E - RPP, RRSP, TFSA, DPSP, EPSP, NRRSP (PDF) |
Form | GP0970 | 2012-02-01 |
| Qualifying Recognised Overseas Pension Schemes - Member Information Qualifying Recognised Overseas Pension Schemes - Member Information |
Form | ||
| Beneficiary Designation - Annuity Settlement Option Application for an Annuity Settlement Option - Beneficiary Designation. (PDF) |
Form | NN1001 | 2015-12-01 |
| Interfund Transfer Form GP0814E - Investment Only Plans (CIO) (PDF) |
Form | GP0814 | 2012-03-01 |
| Dental Care GL3586E - Dental claim form to be filled out by the dentist and plan member (PDF) |
Form | 2006-11-01 | |
| Smoking and nicotine usage questionnaire NN0710E - Smoking and nicotine usage questionnaire (PDF) |
Questionnaire | NN0710 | 2017-05-31 |
| Change form GP4992E - Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF) (PDF) |
Form | GP4992 | 2006-06-01 |
| Authorization of Payment of Pension Funds Form* (RPP) GP0818E - Investment Only Plans (CIO) (PDF) |
Form | GP0818 | 2012-03-01 |
| Servicing advisor change NN0988E - Servicing Advisor Change (PDF) |
Form | NN0988 | 2013-12-01 |
| Withdrawal Form GP0766E - RPP/DPSP/NRSP/TFSA withdrawal form (PDF) |
Form | GP0766 | 2014-10-01 |
| Authorization of Payment of Funds Form* (NRSP) GP0849E - Investment Only Plans (CIO) (PDF) |
Form | GP0849 | 2012-03-01 |
| Change Form GP0816E - Investment Only Plans (CIO) (PDF) |
Form | GP0816 | 2012-03-01 |
| Shareholder Communication Instruction Form GP5313E - Use this form to provide instructions pertaining to disclosure, the information you with to receive and how you wish to be contacted. |
Form | GP5313 | 2007-07-01 |
| Supply Order Form GP0832E - Investment Only Plans (CIO) (PDF) |
Form | GP0832 | 2012-03-01 |