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Last revised
Beneficiary Designation - Annuity Settlement Option
Application for an Annuity Settlement Option - Beneficiary Designation. (PDF)
Form NN1001 2015-12-01
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
Student Travel Insurance Application
Student travel insurance application (PDF)
Application 2018-12-01
Servicing advisor change
NN0988E - Servicing Advisor Change (PDF)
Form NN0988 2013-12-01
Flexcare Application - National
Flexcare application for all provinces except Quebec. (PDF)
Application AF1344 2019-04-03
Collateral assignment
NN0504E - Collateral assignment (PDF)
Form NN0504 2013-12-01
Acknowledge and Change Form - Plan Administrator / Company Personnel
GP5232E - RPP, RRSP, DESP (PDF)
Form GP5232 2012-02-01
Smoking and nicotine usage questionnaire
NN0710E - Smoking and nicotine usage questionnaire (PDF)
Questionnaire NN0710 2017-05-31
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Forms & Marketing Materials - training module
for index purposes
Driver Abstract Request Form - Motor Vehicle Report
Driver Abstract Request Form to authorize Manitoba Public Insurance, to disclose a client’s Driver Abstract to Manulife.
Article
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
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
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
Deposit notice change request
NNC0003E - Deposit Notice Change Request
Article NNC003 2007-11-01
CIRP Shareholding Checklist
Checklist
Checklist 2011-01-01
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
Request for Over-Age Dependant Coverage
GL0514E - Application for over-age disabled dependant coverage for group benefits (PDF)
Application GL0514 2006-12-01
Personal Plan Pre-Authorized Cheque Plan
GP4656E - Personal Plans (PDF)
Form GP4656 2014-09-09
Transfer-out
GP4994E - Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF) (PDF)
Form GP4994 2006-08-01
GSOP: Withdrawal or Termination for Canada only
for the Manulife Global Share Ownership Plan (GSOP)
Form GP0981 2015-11-30
Declaration of disappearance
NN1597E - Declaration of disappearance
Form NN1597 2010-11-01
Fund Transfer
GP4990E - Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF) (PDF)
Form GP4990 2005-07-01
TFSA Lump Sum Contribution Deposit
GP5393E - Tax-Free Savings Account (TFSA) (PDF)
Form GP5393 2012-02-01
Back pain questionnaire for Disability Insurance
NN1476E - Back Pain Questionnaire for Disability Insurance
Questionnaire NN1476 2005-01-01
RPP Enrolment
GP0761E - Registered Pension Plan (RPP) (PDF)
Form GP0761 2012-02-01
Health Care Spending Account - AlphaPlus - Sales Authorization Form
GC2330E - If you're looking for a way to help manage plan costs and provide flexibility, consider a Health Care Spening Account (HCSA). (PDF)
Guide GC2330 2015-07-16
Request to upgrade to Synergy
NNC0011E - Request to upgrade to Synergy (PDF)
Form 2011-06-24
Non-Smoker Change Form
Application for Change to Non-smoker Rates
Form AF1450 2015-09-01
Authorization to release policy information by phone
NN1567E - Authorization to release policy information by phone
Form NN1567 2013-12-01
Servicing Guidelines - Express death claims requirement
Procedure of express death claim life insurance policy. (PDF)
Guide 2015-12-01
Electronic Administration of Policy Agreement
Form for Plan Administrators that would like access to Manulife Financial Group Benefits Secure Site (Advisor use only) (PDF)
Form 2011-07-21
Termination of Employment
GP0765E - Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0765 2012-02-01
Policy loan or withdrawal request for advisors
NN0941E - Use this form for a policy loan or withdrawal request up to $150,000, which does not require a client's signature. (PDF)
Form NN0941 2016-01-01
Client-app kit: Assignment of Life Insurance Policy
AB0185E - Agreement and application for Assignment of a Life Insurance Policy
Application AB0185 2018-01-31
Fund deposit allocation (former Zurich policies only)
NN0994E - Fund Deposit Allocation (former Zurich policies only)
Form NN0994 2018-02-01