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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 2018-11-01
RIF/LIF/LRIF/PRIF Application
GP4931E - Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF) (PDF)
Form GP4931 2017-06-23
Manulife Par product page
NN1675E – Manulife Par product page
Form NN1675 2018-06-19
Personal Plan TFSA Enrolment
GP5400E - Personal Plans (PDF)
Form GP5400 2016-11-01
Personal Plan NRSP Enrolment
GP5119E - Personal Plans (PDF)
Form GP5119 2016-11-01
Personal Plan RSP Enrolment
GP0796E - Personal Plans (PDF)
Form GP0796 2016-11-01
Death Claim Requirements Quick Reference Card (NN0870)
NN0870E - Information about death claim requirements for individuals (PDF)
NA NN0870 2018-08-01
Direction to pay for LivingCare policies
NN1571E - Direction to pay for LivingCare policies (PDF)
Form NN1571 2016-02-01
Beneficiary designations for LivingCare policies
NN1561E - Beneficiary designations for LivingCare policies
Form NN1561 2016-07-01
Direction to pay for disability policies and critical illness policies (except Lifecheque and Synergy)
NN1611E - direction to pay for disability policies and critical illness policies (except Lifecheque and Synergy) (PDF)
Form NN1611 2016-07-01
Beneficiary designations for Lifecheque policies
NN1467E - Beneficiary designations for Lifecheque policies. (PDF)
Form NN1467 2015-10-01
Affinity Markets - Policy Services Change of Information
By completing this form, the insured person authorizes Manulife Financial to make changes (Name Change, Address/Email Change and Payment Information to their existing insurance policy. (PDF)
Form AF1323 2019-03-01
Direction to pay for Lifecheque policies
NN0999E - Direction to pay for Lifecheque policies (PDF)
Form NN0999 2016-07-01
Perspecta Universal Life Insurance - Investment instructions
Form to make investment changes to Perspecta policy. (PDF)
Instructions NN1664 2018-05-25
Health & Dental Quote Request Form – National
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. (PDF)
Form 162293 2019-03-22
Association Application
Association Health and Dental Plan application (PDF)
Application AF1325E 2019-03-29
Hypothecation of rights under an insurance contract (Quebec)
NN1542E - For Quebec use only
Article NN1542 2013-12-01
Designation of a successor owner/subrogated policyholder
NN0930E - Designation of a successor owner/subrogated policyholder
Form NN0930 2018-01-02
Transfer authorization for registered investments
GP0807E - Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0807 2016-07-13
Business Declaration Form (AB0705)
For non-personal loans (AB0705)
Form AB0705 2017-07-14
Notice of Death
GP0770E - Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0770 2016-06-30
Application for a child protection rider
NN1643E - Application for a child protection rider (PDF)
Form NN1643 2017-05-01
Application for Change
GL3187E- Please complete Sections 1 & 8 for all changes and any other sectionst that are applicable to your change. (PDF)
Form GL3187 2007-11-01
Proof of death: Physician's statement
NN0065E - Proof of death: Physician's statement
Form NN0065 2017-05-01
Foreign residence/Travel questionnaire
NN0964E - Foreign Residence/Travel Questionnaire (PDF)
Questionnaire NN0964 2013-12-01
Confirmation of compliance by Administrator/Transferee
To be provided for transfer of registered pension plan locked-in benefits. (PDF)
Form PC1850E 2015-07-01
Acknowledgement & consent for third-party policy ownership
NN1534E - Acknowledgement & Consent for Third-party Policy Ownership. (PDF)
Application NN1534 2017-05-31
Emotional Health Questionnaire
NN1616E – Emotional Health Questionnaire. (PDF)
Form NN1616
Authorization to disclose personal information
NN1633E – Authorization to disclose personal information (PDF)
Form NN1633 2013-06-01
Flexcare Marketing Materials Order Form
Flexcare Marketing Materials Order Form. (PDF)
Form 2018-04-06
Endorsement Form for Locked-In Funds (CS3141E)
An endorsement form must be given to a client who is applying for a savings or retirement income plan where the source of the premium payment is locked-in funds. (PDF)
Guide CS3141 2016-10-01
Standard Dental Claim Form
Claimants requiring reimbursement for dental care expenditures must have this form completed by their dentist or dental specialist. Original receipts and applicable supporting documentation must accompany all claim submissions. (PDF)
Form AF1040E 2015-02-01
Initial Claim Form
Complete this form to make an eligible claim on your Personal Accident Disability Insurance. (PDF)
Form 2019-01-01
Surrender and cancellation of policy (CS3192E)
This guideline provides information on policy surrenders and cancellations for the Life Insurance, Critical illness insurance, Savings and Retirement income policies. (PDF)
Guide CS3192 2017-04-01
Beneficiary designation
NN0283E - Beneficiary designation for life insurance.
Form NN0283 2016-07-01
Insurance Forms
Alerts and outages
HUB Int contest entry form
HUB Int contest entry form
Application 2015-06-25
Authorizations and Agreements - NN7006E AMW insert
If the policy will be paid for by automatic monthly withdrawal, this page forms part of the contract and must be dated, signed and submitted with the Signature and disclosure booklet for electronic applications, NN7006E.
NA 2010-01-01
Group Benefits Materials Re-order form
GL0006E - Forms pre-filled with plan specific information are available on our Internet Secure Site for groups with access to these sites. (PDF)
Form GL0006 2018-06-01
Commissionable advisor change
NN1613E - This form may be used to transfer one policy only. (PDF)
Form NN1613 2012-05-01
Payroll Deduction Authorization Form
Payroll Deduction Authorization Form
Form 2013-07-05
Amendment to the application for life, disability and critical illness insurance
NN1659E - Amendment to the application for life, disability and critical illness insurance (PDF)
Form NN1659 2016-09-26
Payroll Deduction Authorization Form
Payroll Deduction Authorization Form
Form 2014-07-22
Policitally Exposed Person Disclosure (AB0707)
The questions on this form collect the information required under Canada’s Proceeds of Crime (Money Laundering) and Terrorist Financing Act about politically exposed persons (AB0707)
Form AB0707 2017-06-15
Transfer to RIF/LIF/PRIF/RLIF/LRIF form
NN1672E - Use this form to request a transfer to RRIF/LIF/PRIF/RLIF/LRIF for Manulife Ideal Term or Manulife Ideal Segregated Fund contracts. (PDF)
Form NN1672 2017-10-23
Transfer authorization for registered investments
This form is to provide transfer instructions for registered accounts. Similar to Government form (T2033) but pre-filled with former Standard Life mail coordinates. (PDF)
Form 6511 2017-10-23
Tax-Free Savings Account - Third party declaration form
NN1670 - This form is to be completed when contributions into a Tax-free Savings Account (TFSA) are made by a third party. (PDF)
Form NN1670 2017-12-14
Identification verification form and signature card (AB0487)
We require you to ascertain the identity of the individuals that will be authorized to act with respect to an account or borrowing facility held by the account holder or borrower named below with Manulife Bank. (AB0487)
Form AB0487 2017-06-15
Health and Dental Cancellation Form
AF1435E - If you wish to cancel your health insurance, please complete this form. (PDF)
Form 2004-12-02
Small Business Payment Change Form
Form for small business payment changes to a health and dental plan.
Form
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