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Title Type Order #
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Last revised
Advisor-FAQ: New application forms
FAQ re: new forms to meet legislative requirements
NA 350 2010-03-01
Repsource and Group Benefits Plan Advisor secure site instructions
Repsource and Group Benefits Plan Advisor secure site instructions
Instructions GL5049 2011-01-10
2016 Rewards Enhancements for Managing General Agents
2016 Rewards Enhancements for Managing General Agents
Brochure
CAP compliance annual review
Self-assessment questionnaire
Form CS5104
Flexcare Application - Quebec
Flexcare application for Quebec. (PDF)
Application AF1345 2019-06-14
Using new forms
This page contains privacy policy information for Manulife Financial Using new forms
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 2019-05-02
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
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
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
Health & Dental Quote Request Form – National
Building a health and dental 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 2018-12-20
FollowMe Travel Add-On Application
Clients can now add travel coverage to FollowMe Health.
Form 2016-07-18
NRSP for Broker Sponsored Plans Only
NRSP for Broker Sponsored Plans Only
Form GP0762 2016-10-28
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
Transfer of ownership
NN0687E - Transfer of ownership. (PDF)
Form NN0687 2018-05-01
In-Home Nursing Care Form
AF1042E - You must complete nursing approval forms before starting homecare and nursing services. (PDF)
Form AF1042E 2018-11-01
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
Enrollment Form
GP5499E - EPSP enrolment form (PDF)
Form GP5499 2014-04-01
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
Deposit Details Form
GP0819E- Investment Only Plans (CIO) (PDF)
Form GP0819 2012-03-01
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
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
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
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
Indemnity Agreement Probate Form (CS5731)
Manulife Bank Idemnity Agreement Probate form (CS5731)
Form CS5731 2017-08-25
Declaration of loss of policy
NN0528E - Declaration of loss
Form NN0528 2018-02-26
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
Automatic Transfer instructions
NN0947E - Automatic Transfer Instructions form (PDF)
Form NN0947 2018-05-25
Deposit option
NN0713E - Deposit options (PDF)
Form NN0713 2018-09-30
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
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
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