When you purchase a life insurance policy, or join a retirement plan through work, you’re asked to name a beneficiary. At certain times in life, however (e.g., divorce, relationship changes), a change in beneficiary may be required.

To complete the change, based on your relationship with Manulife, choose from the listed categories below, then complete and provide us with the appropriate signed form.

As a Group plan member, to change, add or delete a beneficiary, you can:

  • Sign in to the secure site and follow these steps:
  1. Sign in to the secure site
  2. Go to the Forms menu and select Administration forms
  3. Under Find a form, download the Change of Beneficiary form
  4. Print and complete the form
  5. Go to Contact Us and click on Send documents
  6. Click on Browse … to select a scan or an image of your signed completed form
  7. Select Beneficiary under File Category
  8. Click on Send to send the completed form to Manulife

OR

  • Download the Beneficiary designation form (it may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us. This form is also available down the page under 'Most popular forms' below).

Download this Beneficiary designation form to make a beneficiary designation as described in your contract and permitted by law (Note the document may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us.

As a Group retirement plan member, to change, add or delete a beneficiary, you can:

  • Fill out a form for the plan you want to change your beneficiary for:
    Request for change - RRSP, TFSA, LIRA, RPP, NRSP
    Request for change - RRIF, LIF, LRIF, PRIF, RLIF

    (Note: Either document may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us.

    Did you name an irrevocable beneficiary last time? If you answer 'yes' to this question, you will need to have that person sign the form.

If you need help or have questions, please call us at 1-888-727-7766 (Monday to Friday, 8 a.m. to 8 p.m. ET).

Download this Beneficiary designation form to make a beneficiary designation as described in your contract and permitted by law (Note the document may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us.

As a Manulife Bank customer, to change a beneficiary for an RRSP, RRIF or TFSA, please download this form ((Note the document may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us. 

Visit the bank’s Find a form page for further information and resources.

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