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Title Type Order #
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Last revised
2016 Bump Up Your Bonus
2016 Bump Up Your Bonus
Brochure
Advisor-FAQ: New application forms
FAQ re: new forms to meet legislative requirements
NA 2010-03-01
CAP compliance annual review
Self-assessment questionnaire
Form
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 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
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 2016-01-27
FollowMe Marketing Materials Order Form
FollowMe Marketing Materials Order Form. (PDF)
Form 2015-12-21
Flexcare Marketing Materials Order Form
Flexcare Marketing Materials Order Form. (PDF)
Form 2016-01-27
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 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 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
Request for Quotation
Form for requesting a quotation for Group Benefits (Advisor use only) (WORD)
Form 2010-12-01
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
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 2017-08-04
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 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 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
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
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
Transfer of ownership
NN0687E - Transfer of ownership. (PDF)
Form 2017-07-28
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 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 2013-06-01
Declaration of loss of policy
NN0528E - Declaration of loss
Form 2013-12-01
Direct Deposit Form
Use this form to set up direct deposits into your Manulife Bank Account, including payroll deposits and government deposits such as Canada Pension Plan (CPP) and Old Age Security (OAS).
Form 2017-06-13
Surrender of vested bonus additions
Form to request a surrender of the vested bonus additions. (PDF)
Form 2015-12-01
Student Travel Insurance Application
Student travel insurance application (PDF)
Application 2016-12-09
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 2007-05-01
Affinity Markets Dental Claim
Standard Dental Claim Form
Form 2015-02-01
Application for policy loan or dividend
Form to request a loan or dividend of lif policy. (PDF)
Form 2015-12-01
Smoking and nicotine usage questionnaire
NN0710E - Smoking and nicotine usage questionnaire (PDF)
Questionnaire 2017-05-31
Change form
GP4992E - Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF) (PDF)
Form 2006-06-01
Authorization of Payment of Pension Funds Form* (RPP)
GP0818E - Investment Only Plans (CIO) (PDF)
Form 2012-03-01
Surrender and cancellation of policy
Form to surrender a life policy. (PDF)
Form 2016-11-01
Servicing advisor change
NN0988E - Servicing Advisor Change (PDF)
Form 2013-12-01
Withdrawal Form
GP0766E - RPP/DPSP/NRSP/TFSA withdrawal form (PDF)
Form 2014-10-01
Application for change
Application to make changes to a life policy. (PDF)
Form 2016-11-01
Collateral assignment
NN0504E - Collateral assignment (PDF)
Form 2013-12-01
Authorization of Payment of Funds Form* (NRSP)
GP0849E - Investment Only Plans (CIO) (PDF)
Form 2012-03-01
Manulife One for Business referral form (WM3435)
Manulife One for Business form (WM3435)
Form 2016-10-24
Change Form
GP0768E - Registered Pension Plan (RPP), Registered Retirement Savings Plan (RRSP) (PDF)
Form 2012-02-01
Travelling Canadians Travel Insurance Medical Questionnaire and Application
Travelling Canadians travel insurance application. (PDF)
Application 2016-12-09
Foreign death questionnaire
Form to request information on a foreign death claim. (PDF)
Questionnaire 2015-08-03
Attending physician's statement of disability
Form to request waiver of premium due to disability. (PDF)
Form 2015-11-02
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