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Title Type Order #
Last revised
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
Change form
GP4992E - Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF) (PDF)
Form GP4992 2006-06-01
Authorization of Payment of Funds Form* (NRSP)
GP0849E - Investment Only Plans (CIO) (PDF)
Form GP0849 2012-03-01
Student Travel Insurance Application
Student travel insurance application (PDF)
Application 2017-11-23
Collateral assignment
NN0504E - Collateral assignment (PDF)
Form NN0504 2013-12-01
Reinstatement Declaration
Use for a reinstatement request for a Personal Accident Disability Insurance plan.(PDF)
Form 2011-05-02
Request to prepay future premiums (former Zurich policies only)
NN0989E - Request to Prepay Future Premiums (former Zurich policies only)
Form NN0989 2018-02-26
Family Term with Vitality product page
NN1656E - Family Term with Vitality product page (PDF)
Form NN1656 2018-03-26
Manulife One for Business referral form (WM3435)
Manulife One for Business form (WM3435)
Form WM3435 2016-10-24
Declaration of payment made by money order/bank draft
Form to complete when submitting money order. (PDF)
Form PC5598 2015-09-01
Affinity Markets Dental Claim
Standard Dental Claim Form (PDF)
Form CM5001E 2018-11-26
FollowMe Health Application
FollowMe Health application (PDF)
Application AF1449E 2018-11-30
Request to change address information - Insurance
NN1572E- Form for changing insurance policy owner's address
Form NN1572 2013-12-01
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Forms & Marketing Materials - training module
for index purposes
Servicing Guidelines - Collateral assignment
How to process a collateral assignment. (PDF)
Guide 2014-06-01
Collateral Assignment Form
AF1446E - Complete this form if you wish to make a collateral assignment of your policy (To be facilitated by the agent). (PDF)
Form AF1446 2015-05-15
Servicing Guidelines - Change to Reduced Paid up
How to change to reduced paid up option on a life insurance policy. (PDF)
Guide 2015-12-18
Servicing Guidelines - Critical Illness Claims
How to submit a critical illness claim. (PDF)
Guide 2012-08-01
Release of collateral assignment
NN0971E - Release of collateral assignment
Form NN0971 2013-12-01
Policy change or reinstatement - Long term care
NN1548E - Policy change or reinstatement - Long term care
Form NN1548 2018-09-24
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
Transfer forms for Registered Funds (CS3092E)
This guideline provides information on how to transfer registered funds from another Canadian financial institution. (PDF)
Guide CS3092 2017-10-23
Fund Transfer
GP0954E- Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0954 2012-02-01
Trip Cancellation Insurance Feature Sheet
Trip Cancellation Insurance protects against sudden, unexpected events or conditions that could cause a trip to be cancelled.
Brochure GC2634 2015-07-16
NRSP Enrolment
GP0760E- Non-Registered Retirement Savings Plan (NRSP) (PDF)
Form GP0760 2014-09-09
TFSA Enrolment
GP5387E - Tax-Free Savings Account (TFSA) (PDF)
Form GP5387 2011-04-01
RRSP Enrolment
GP0764F - Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0764 2012-02-01
Oxygen Questionnaire
AF1044E - Home oxygen requires pre-authorization by Manulife prior to the commencement of therapy. The claimant’s attending physician must complete this form. (PDF)
Questionnaire Af1044 2006-05-01
NRSP Lump Sum Contribution Deposit
GP4759E - Non-Registered Retirement Savings Plan (NRSP)
Form GP4759 2014-06-01
Insurance Policy Coverage Summary Page
Sample of an insurance contract Policy Coverage Summary Page December 2011. (PDF)
Sample 2011-11-28
Refusal of Coverage
GL0003E - Refusal of all coverage form to be filled out by the plan sponsor. (PDF)
Form GL0003 2005-12-01
Lifecheque Basic Application
Lifecheque Basic CI application.
Application 2009-11-01
Synergy solution product page
NN1598E - Synergy solution product page (PDF)
Form NN1598 2011-06-16
Investment Direction
GP0955E - Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0955 2014-12-01
Servicing Guidelines - Cancellation of rider or benefit
How to cancel a rider or benefit on a life policy. (PDF)
Guide 2012-08-01
Establishing tenants in common ownership for a policy
NN0967E - Establishing Tenants in Common Ownership for a Policy
Form NN0967 2013-12-01
DPSP Enrolment
GP0759E - Deferred Profit Sharing Plan (DPSP) (PDF)
Form GP0759 2012-02-01
Motorcycle racing questionnaire
NN1513E - Motorcycle Racing Questionnaire
Questionnaire NN1513 2013-12-01
GP4993E - Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF) (PDF)
Form GP4993 2006-08-01
Deposit notice change request
NNC0003E - Deposit Notice Change Request
Article NNC003 2007-11-01
Confirmation of Insurability (69G)
Sample Confirmation of a person's continued insurability.
Application 2009-01-01
Personal Plan NRSP Enrolment
GP5119E - Personal Plans (PDF)
Form GP5119 2016-11-01
CIRP Shareholding Checklist
Checklist 2011-01-01
Beneficiary designations for LivingCare policies
NN1561E - Beneficiary designations for LivingCare policies
Form NN1561 2016-07-01
Association Application
Association Health and Dental Plan application (PDF)
Application 2017-02-01
Servicing Guidelines - Change in Dividend Option
How to change dividend option on life policy. (PDF)
Guide 2015-04-01
Direction to pay for Lifecheque policies
NN0999E - Direction to pay for Lifecheque policies (PDF)
Form NN0999 2016-07-01