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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
2016 Rewards Enhancements for Managing General Agents
2016 Rewards Enhancements for Managing General Agents
Brochure
Investment platform overview
This brochure (PDF) gives a high-level overview of Manulife’s newly combined and expanded investment platform for pension plans.
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
NRSP for Broker Sponsored Plans Only
NRSP for Broker Sponsored Plans Only
Form GP0762 2016-10-28
FollowMe Travel Add-On Application
Clients can now add travel coverage to FollowMe Health.
Form 2016-07-18
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
DB Administration and Actuarial Services
This brochure (PDF) showcases that for more than 35 years Manulife has been providing administration and actuarial services for DB plans offering solutions that are easy to implement
Brochure CS4136
i-Watch® offers effective oversight of your investment lineup
This brochure (PDF) explains how Manulife’s comprehensive investment platform for group retirement plans is monitored and governed by the innovative i-Watch® process.
Brochure cs4104
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
Travel Marketing Materials Order Form
Travel Marketing Materials Order Form. (PDF)
Form 2018-02-15
Flexcare Marketing Materials Order Form
Flexcare 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
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 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 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
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.
Form 162293 2017-08-04
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
Transfer of ownership
NN0687E - Transfer of ownership. (PDF)
Form NN0687 2017-07-28
Advisor declaration and sale checklist
Advisor declaration and sale checklist for the LaunchPlan (PDF)
Form 2013-07-01
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
HUB Int contest entry form
HUB Int contest entry form
Application 2015-06-25
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
Page cannot be found
Page cannot be found
Change Form
GP0768E - Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF)
Form GP0768 2012-02-01
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 RRSP
FutureStep Group RRSP enrolment form (PDF)
Form 2014-07-02
Flexcare Application - Quebec
Flexcare application for Quebec. (PDF)
Application AF1345 2017-05-16
Deposit Details Form
GP0819E- Investment Only Plans (CIO) (PDF)
Form GP0819 2012-03-01
Pre-Authorized Debit Form
GP0970E - RPP, RRSP, TFSA, DPSP, EPSP, NRRSP (PDF)
Form GP0970 2012-02-01
FollowMe Health Application
FollowMe Health application (PDF)
Application 2017-02-01
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
Change Form
GP0816E - Investment Only Plans (CIO) (PDF)
Form GP0816 2012-03-01
Indemnity Agreement Probate Form (CS5731)
Manulife Bank Idemnity Agreement Probate form (CS5731)
Form CS5731 2017-08-25
Visitors to Canada Travel Insurance Application
Visitors to Canada travel insurance application.
Application AT0148 2017-11-23
Automatic Transfer instructions
NN0947E - Automatic Transfer Instructions form (PDF)
Form NN0947 2018-02-01
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
Manulife One for Business referral form (WM3435)
Manulife One for Business form (WM3435)
Form WM3435 2016-10-24
Foreign death questionnaire
Form to request information on a foreign death claim. (PDF)
Questionnaire 3667 2015-08-03
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