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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
CAP compliance annual review
Self-assessment questionnaire
Form CS5104
Splitting a policy
Splitting a policy
Form
2016 Rewards Enhancements for Managing General Agents
2016 Rewards Enhancements for Managing General Agents
Brochure
Repsource and Group Benefits Plan Advisor secure site instructions
Repsource and Group Benefits Plan Advisor secure site instructions
Instructions GL5049 2011-01-10
Manulife (and legacy) Specimen Plan Numbers
CRA RSP, RIF, TFSA and RESP specimen plan numbers may be required for transfer forms and forms to unlock funds. (PDF)
NA 2017-02-16
Flexcare Application - Quebec
Flexcare application for Quebec. (PDF)
Application AF1345 2017-05-16
Using new forms
This page contains privacy policy information for Manulife Financial Using new forms
Travel Marketing Materials Order Form
Travel Marketing Materials Order Form. (PDF)
Form 2018-02-15
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
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
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 162293 2017-08-04
Health & Dental Quote Request Form – Quebec
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 162293 2017-08-04
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
Servicing Guidelines - Declaration of Insurability
How to complete the form to reinstate a life insurance policy. (PDF)
Guide 2012-09-03
Enrollment Form
GP5499E - EPSP enrolment form (PDF)
Form GP5499 2014-04-01
Beneficiary Designation
Personal Accident Disability Insurance, Disability Guaranteed Renewable (PDF)
Form 2015-09-17
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 2013-06-01
Change Form
GP0768E - Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0768 2012-02-01
Foreign death questionnaire
Form to request information on a foreign death claim. (PDF)
Questionnaire 3667 2015-08-03
Attending physician's statement of disability
Form to request waiver of premium due to disability. (PDF)
Form 1097F 2015-11-02
Authorizations and agreements - NN7006E AMW insert
NN7006E - Authorizations and Agreements - NN7006E AMW insert
Application NN7006 2010-01-01
Enrolment form - Group DPSP
FutureStep DPSP enrolment form (PDF)
Form 2014-07-02
Enrolment form - Group RRSP
FutureStep Group RRSP enrolment form (PDF)
Form 2014-07-02
Acknowledge and Change Form - Plan Administrator / Company Personnel
GP5232E - RPP, RRSP, DESP (PDF)
Form GP5232 2012-02-01
Deposit Details Form
GP0819E- Investment Only Plans (CIO) (PDF)
Form GP0819 2012-03-01
Surrender of vested bonus additions
Form to request a surrender of the vested bonus additions. (PDF)
Form BIL1231 2015-12-01
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
Qualifying Recognised Overseas Pension Schemes - Member Information
Qualifying Recognised Overseas Pension Schemes - Member Information
Form
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
Application for policy loan or dividend
Form to request a loan or dividend of lif policy. (PDF)
Form 2053 2015-12-01
Dental Care
GL3586E - Dental claim form to be filled out by the dentist and plan member (PDF)
Form 2006-11-01
Smoking and nicotine usage questionnaire
NN0710E - Smoking and nicotine usage questionnaire (PDF)
Questionnaire NN0710 2017-05-31
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
Surrender and cancellation of policy
Form to surrender a life policy. (PDF)
Form 133 2016-11-01
Servicing advisor change
NN0988E - Servicing Advisor Change (PDF)
Form NN0988 2013-12-01
Withdrawal Form
GP0766E - RPP/DPSP/NRSP/TFSA withdrawal form (PDF)
Form GP0766 2014-10-01
Application for change
Application to make changes to a life policy. (PDF)
Form 2638 2016-11-01
Authorization of Payment of Funds Form* (NRSP)
GP0849E - Investment Only Plans (CIO) (PDF)
Form GP0849 2012-03-01
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