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Find the appropriate forms to submit your claims or to update your information for your Manulife insurance, benefits, or pension accounts.

Forms for individuals

Group plans

The difference between your program and your plan   
Your group savings program is the whole package – everything your organization gives you to help you save. Within your program, you put your money in plans, like a group Registered Retirement Savings Plan (RRSP), or a Tax-Free Savings Account (TFSA). Your program might include more than one plan.

Sometimes, you’ll want to change a specific plan within your program. Online, we ask you to pick your plan when you need to. If you need to use a form, pick the one for the plan you want to change.

Ongoing contribution 

Put a specific amount of money in your plan more than once, based on a regular schedule (weekly, monthly, etc.).

If your plan lets you contribute online ...

Use your Manulife online account (best choice for all plans)

Each contribution must be at least $25.

  1. Sign in.
  2. Go to My Profile -> Add/Change Banking Information to make sure your banking information is up to date.
  3. Go to My Account -> Start Ongoing Contribution.
  4. If you added or changed banking information in Step 2: 
    1. Fill out a Payer authorization for pre-authorized debit plan (PAD) form.
    2. Send us the form you filled out. It tells you how. Don’t forget your void cheque! 

If we get everything we need by 4 p.m. ET on a business day, we set up your ongoing contributions that same day. Otherwise, we set them up on the next business day.

 

Use online banking (RRSP and TFSA only)

  1. Sign in to your online banking page.
  2. Go to the ‘Pay a bill’ feature.
  3. Go to ‘Add a payee’/‘Add a bill’ to put your plan on your list. Look for: Manulife - Group RRSP Member or Manulife - Group TFSA Member
  4. When it asks for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.
  5.  Follow the ‘Pay a bill’ steps to submit your contribution. Choose the date of your first payment, and how often you want to make payments after that.

There will be a delay between the date you submit your first contribution and the date we put it in your plan.

Otherwise ...
  1. Fill out a Pre-authorized cheque plan (PAC) request form.
  2. Send us the form you filled out. It tells you how.


If you need help, call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.


One-time contribution

Put a specific amount of money in your plan just once, within the next few days. This is sometimes called a lump sum contribution.

If your plan lets you contribute online ...

Use your Manulife online account (best choice for all plans)

Your contribution must be between $100 and $25,000.

  1. Sign in.
  2. Go to My Profile -> Add/Change Banking Information to make sure your banking information is up to date.
  3. Go to My Account -> Make a Lump Sum Contribution.
  4. If you added or changed banking information in Step 2:
    1. Fill out a Payer authorization for pre-authorized debit plan (PAD) form.
    2. Send us the form you filled out. It tells you how. Don’t forget your void cheque!

If we get everything we need by 4 p.m. ET on a business day, we put your money in your plan that same day. Otherwise, we put it in on the next business day. 

 

Use online banking (RRSP and TFSA only)

  1. Sign in to your online banking page.
  2. Go to the ‘Pay a bill’ feature.
  3. Go to ‘Add a payee’/‘Add a bill’ to put your plan on your list. Look for: Manulife - Group RRSP Member or Manulife - Group TFSA Member
  4. When it asks for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.
  5. Follow the ‘Pay a bill’ steps to submit your contribution.

There will be a delay between the date you submit your contribution and the date we put it in your plan.

Otherwise ...

  1. Fill out a form for the plan you want to put money in.
    Contribution request - RRSP
    Contribution request - TFSA
    Contribution request - NRSP
  2. Send us the form you filled out. It tells you how.
  3. If you send us a cheque:
    • Make it payable to Manulife
    • Write your policy number on it
    • Mail it with the form


If you need help, call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.


Direct transfer from another plan

Move money directly from one plan to another. The plan you’re moving money into must be part of your program. The plan you’re moving money out of can be another plan you own.

To find out whether you can move money into a specific plan, sign in and go to My Profile -> View My Plan Material or call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.

 

  1. Fill out a form for the plan you want to put money in.
    Request to transfer money to Manulife - RRSP, TFSA, LIRA, LRSP, RPP
    Request to transfer money to Manulife - RRIF, LIF, LRIF, PRIF, RLIF
  2. Send us the form you filled out. It tells you how.

If you need help, call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.

Update your name, address, marital status, spouse’s info, etc. 

To find out whether you should change your personal information with us or your HR team, sign in and go to My Profile -> View My Plan Material or call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.

If your plan lets you change your personal information online ...

1. Sign in.

2. Go to My Profile -> View My Member Information.

Otherwise ...

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

2. Send us the form you filled out. It tells you how. 

If you need help, call us at 1-888-727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.

Insurance


Forms for business owners

Group plans