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Title Type Order #
Last revised
Affinity Markets Dental Claim
Standard Dental Claim Form (PDF)
Form CM5001E 2018-11-26
Reinstatement Declaration
Use for a reinstatement request for a Personal Accident Disability Insurance plan.(PDF)
Form 2011-05-02
Flexcare Application - National
Flexcare application for all provinces except Quebec. (PDF)
Application AF1344 2017-05-16
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 (PDF)
Form NN1572 2013-12-01
Surrender of vested bonus additions
Form to request a surrender of the vested bonus additions. (PDF)
Form BIL1231 2015-12-01
Beneficiary Designation - Annuity Settlement Option
Application for an Annuity Settlement Option - Beneficiary Designation. (PDF)
Form NN1001 2015-12-01
Servicing advisor change
NN0988E - Servicing Advisor Change (PDF)
Form NN0988 2013-12-01
Travelling Canadians Travel Insurance Medical Questionnaire and Application
Travelling Canadians travel insurance application. (PDF)
Application 2018-01-01
Visitors to Canada Travel Insurance Application
Visitors to Canada travel insurance application.
Application AT0148 2018-12-01
Smoking and nicotine usage questionnaire
NN0710E - Smoking and nicotine usage questionnaire (PDF)
Questionnaire NN0710 2017-05-31
Student Travel Insurance Application
Student travel insurance application (PDF)
Application 2018-12-01
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Forms & Marketing Materials - training module
for index purposes
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
Servicing Guidelines - Collateral assignment
How to process a collateral assignment. (PDF)
Guide 2014-06-01
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
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
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
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
CIRP Shareholding Checklist
Checklist 2011-01-01
Servicing Guidelines - Change in Dividend Option
How to change dividend option on life policy. (PDF)
Guide 2015-04-01
Confirmation of compliance by Administrator/Transferee
To be provided for transfer of registered pension plan locked-in benefits. (PDF)
Form PC1850E 2015-07-01
Ownership Change Form - Absolute or Partial
AF1445E - Complete this form to partially or fully assign ownership of the policy to another party. (PDF)
Form AF1445 2015-05-15
Individual accidental dismemberment claim
NN0793E - Individual accidental dismemberment claim
Form NN0793
Application - Health & Dental Benefit Downgrade
AF1438E - Complete to reduce the level of benefits on your health plan. (PDF)
Form AF1438 2015-05-20
Foreign residence/Travel questionnaire
NN0964E - Foreign Residence/Travel Questionnaire (PDF)
Questionnaire NN0964 2013-12-01
Request for Over-Age Dependant Coverage
GL0514E - Application for over-age disabled dependant coverage for group benefits (PDF)
Application GL0514 2006-12-01
Application - Health & Dental Medical Underwritten Plan Reinstatement
AF1440E - Complete to reinstate your medical underwritten health insurance. (PDF)
Form Af1440 2015-05-20