Instruction: Change of selection promptly shifts the focus to a matching heading further down, on the same page.

Your completed forms make it possible for us to:

  • take action on insurance claims
  • undertake transactions on your behalf
  • change information on a policy or plan, in line with your instructions
  • follow through on other requests for assistance

We’ve listed our forms below. They’re separated according to categories. At the end of the page, we explain how to download a form.

NOTE: If you receive a message that says “The document you are trying to load requires Adobe Reader 8 or higher,” it is likely because your web browser is unable to open the file. If this happens, locate the downloaded file on your computer and open it directly from that location - this is usually the "Downloads" folder.

Coverage through an employer

Often, day-to-day Group Benefits account activities include working with one of these forms:

  • Extended health care claim form
  • Drug prior authorization form – This form requires Adobe Acrobat Reader DC for Mac and Windows.
  • Dental claim form

You’ll find links to these and other forms below.

To find disability claim forms, please sign in to your plan on the website, or mobile app.

How do I submit a completed form?

Once you finish filling out the form, you can send it in to us online through your plan on the website, through the mobile app, or by regular mail. Here are details on each method:

Once you have registered on the site or app, you can submit your claims online. To do so:

On desktop:

Step 1 – Sign in to your plan on the website.

Step 2 – Click on the Submit a claim button (located in the top right corner of the screen, under Common Tasks). A Welcome message opens on the desktop. Click Continue.

Step 3 – Follow the prompts.

 

On the app:

Step 1 – Sign in  to your plan on the app.

Step 2 – Click on the Submit a claim button (top left corner of the app screen). The New Claim window opens.

Step 3 – Under Claim types, choose the type of claim you wish to make.

Step 4 – Follow the prompts.

You can submit your claim online if:

  • You incurred the expense in Canada
  • You already paid for and received the service
  • The payment should be made to you
  • The claim is for you
  • The claim is for your spouse and they aren't covered by another plan
  • The claim is for your dependant(s) if your spouse is not covered by another plan OR your spouse is covered by another plan, but  you are the parent whose birthday (month and day) falls earlier in the year
  • The service provider type is listed in the Online Claim Submission tool
  • Your plan includes the Online Claim Submission feature

Please submit all other claims on paper.

Digital file restrictions

  • Manulife accepts the following file types: .txt, .pdf, images (.jpg, .jpeg, .jpe, .jfif, .bmp, .dib, .png, .snag, .tif, .tiff, etc.)
  • The attached document must be smaller than 5 MB in size.

Step 1 – Download the iOS or Android app (find more information on downloading and using the app on our Manulife app web page).

Download on the App Store         Get it on Google Play

Step 2 –  Once you are registered on the app, you can submit your claims online.

Step 3–  Sign in to the app to send us your claim anytime, from anywhere.

Step 4 – Please remember to attach any required supporting documents to your claim (i.e., receipts, provincial coverage details, statements from other health plans); just scan or take a picture of the document, attach it digitally, and send it in with the claim, through the app.

You can submit your claim online if:

  • You incurred the expense in Canada
  • You already paid for and received the service
  • The payment should be made to you
  • The claim is for you
  • The claim is for your spouse and they aren't covered by another plan
  • The claim is for your dependant(s) if your spouse is not covered by another plan OR your spouse is covered by another plan, but  you are the parent whose birthday (month and day) falls earlier in the year
  • The service provider type is listed in the Online Claim Submission tool
  • Your plan includes the Online Claim Submission feature

Please submit all other claims on paper.

To submit your claim on paper:

Step 1 – Print and complete the appropriate health or dental claim form (We list five frequently used health or dental claim forms below, after ‘Account management forms’).

Step 2 – Attach your receipts and supporting documentation

Step 3 – Mail it to the address on the form

Account management forms
Health and Dental claim forms

Group Retirement Solutions

You might want to join your group retirement program, put money into your plan, take money out of your plan (withdrawal), change your funds, or change your personal information.

You’ll find information and links to forms to help you join a plan or make a change below.

How to withdraw money out of your plan

Get step by step instructions on withdrawing money from your plan.

Go to the group retirement site and scroll down to the Manage my money section for full details.

Program vs. Plan – the difference

Your group retirement program is the whole package—everything your organization has put together to help you save.

Within your program, you can put your money into a plan like a:

  • group Registered Retirement Savings Plan (RRSP)
  • Tax-Free Savings Account (TFSA)

Your program might include more than one plan. Pick the right form for the plan you want to join or change. The full list of forms is below.

How do I submit a completed form?

Once you finish filling out the form, you can send it to us online, through the mobile app, or by regular mail. Here’s how:

Once you’ve registered on the site, you can submit your form online:

Step 1—Find the right form and fill it out.

Step 2Sign in to your account online.

Step 3—Go to “My account” then click “Send documents”.

Step 4—Follow the steps to send in your form.

You can submit your form using Manulife Mobile:

Step 1—Download Manulife Mobile from the app store. 

Download on the App Store   Get it on Google Play

Step 2—Sign in and choose “Group Retirement”.

Step 3—Tap the menu bar and select your name.

Step 4—Choose “Send documents”.

Step 5—Follow the steps to send in your form.

Step 1—Fill out the form and print it out. 

Step 2—Follow the mailing instructions included on the form.

How do I join a group retirement program?

You don’t need a form to join your group retirement program.

You should have received information from your organization to help you join—it could have been a paper guide, a digital guide, or even a website. This information included an access code, and you might have a policy number as well.

You can get started online here

If you need help joining your Manulife group retirement program, contact us Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern time.

Canada:
1-888-727-7766

Join a manulife personal plan or a manulife group retirement income plan (grip)
Put money into your plan
Change your funds
Change your personal information, beneficiary or banking information
For Locked-In Money In Your Group Registered Retirement Savings Plan (RRSP)
For adding locked-in money to your group retirement savings plan (RRSP) – with stock investments
For adding locked-in money to your Prescribed Retirement Income Fund (PRIF)
For Locked-In Money In Your Retirement Income Fund (RIF)
Termination and transfer forms
Notice of death forms

Insurance coverage through an advisor

At some point you may need to make changes to your insurance coverage details (e.g., beneficiary changes, bank account updates, address changes), or make an insurance claim.

To process transactions like these, we need the appropriate form(s) completed.

How do I submit a completed form?

For many customers, information provided on a form (e.g., to make an address change, or update banking information) can now be provided to Manulife online. 

To find out if you can update some of your policy information online, please click on the accordion below titled ‘Online’.

We also receive completed forms by mail, email or fax (if available). Details on these methods are included below.

Step 1 - Visit the Personal insurance web portal to confirm if your insurance policy is accessible online.

Step 2 - Yes, it’s online: If it’s online, log in with your Manulife ID and take the next steps to update your information online.

Step 3 - No, it’s not online: If you can’t access your insurance policy online, simply complete the needed form (many are listed below) and send it in to us by email, fax or regular mail.

Step 1 – Fill in the form, and print it out. 

Step 2 – Follow the mailing instructions included right on the form.

Step 3 – If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans). 

If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

Step 1 – Fill in the form, and print it out. 

Step 2 – Follow the fax instructions included on the form.

If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

Step 1 – Fill in the form and save it with policy name and policy owners’ name. 

Step 2 – Send an email to: manulife_insurance@manulife.ca

Step 3 – Populate the subject line with the policy owner’s name, policy number and the requested action.

Step 4 – Attach your saved form and add any additional notes to the body of the email

Step 5 – If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans). 

If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

General changes
Claims
Coverage changes

Coverage through Manulife CoverMe® or another organization

To take action on a policy, we often require a completed form.

How do I submit a completed form?

Once completed, please send us your form by email, mail or fax (if available). Details on these methods are below.

Step 1 – Fill in the form, and print it out. 

Step 2 – Follow the mailing instructions included right on the form.

If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans). 

If you need help,  contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

Step 1 – Fill in the form, and print it out. 

Step 2 – Follow the fax instructions included on the form.

If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

Step 1 – Fill in the form and save it with policy name and policy owners’ name. 

Step 2 – Send an email to: manulife_insurance@manulife.ca

Step 3 – Populate the subject line with the policy owner’s name, policy number and the requested action.

Step 4 – Attach your saved form and add any additional notes to the body of the email

Step 5  If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans). 

If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

Life and critical illness insurance forms – for CoverMe Flexcare and FollowMe
Life insurance forms – for other organizations (alumni, professional and retail associations)

The following forms for health and dental insurance let us reimburse you for expenses you’ve paid out of pocket.

How do I submit a completed form?

Once completed, please send us your form by mail or fax (if applicable). Details about both methods are below.

Step 1 – Fill in the form, and print it out. 

Step 2 –Follow the mailing instructions included right on the form.

If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans). 

If you need help,  contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

Step 1 – Fill in the form, and print it out. 

Step 2 – Follow the fax instructions included on the form.

If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

Health and Dental insurance forms – for CoverMe Flexcare and FollowMe
Health & dental insurance forms – for other organizations (alumni, professional and retail associations)

For business owners

Information on downloading forms

Here’s how to:

  •  get documents off our site (PDF technology)
  •  fill them out using Adobe Reader XI or higher or print them out and complete them
  • send them back to us

Click on a link to access a form

  • If it downloads automatically and opens as a PDF (in Adobe Acrobat Reader DC, Acrobat Pro DC, or Acrobat DC), you can start filling it out right on your computer. When you’re done, under ‘File’ on your screen (upper left corner of the PDF window), click ‘Save as’, give it a name, and save it to your computer. Then, print it off and sign it. Follow the mailing instructions included right on the form to send it back to us.
  • If it downloads automatically but isn’t visible, the form may be in your ‘Downloads’ folder. Check for it there, and when you find it, open it, and save it on your computer. Then, print it off and sign it. Follow the mailing instructions included right on the form to send it back to us.
  • If it doesn’t download, settings on your internet browser may need adjusting. Instructions for two internet browsers:

Scenario one:

  • Click on the three dots in the top right of your browser and click on Settings
  • Click on Privacy and security in the left-hand menu
  • Click on Site Settings
  • Go to Content > Additional content settings > PDF documents
  • Enable “Download PDFs” (Do not click on “Open PDFs in Chrome”

Scenario two:

  • When you click on a form link, it may download to the bottom left of your computer screen, sit on a download bar across the bottom, but not open.
  • In that case, click on the arrow on the download and choose “always open in Adobe Reader” or “System Viewer”.
  • Next time you download a form, it will open in Adobe Reader or your system viewer for better functionality.

Scenario one:

  • Click on the three dots in the top right of your browser and click on Settings
  • Click on Cookies and site permissions, then scroll down and click on PDF documents
  • Turn on “Always open PDF files”

Scenario two:

  • When you click on a form link, it may download to the bottom left of your computer screen, sit on a download bar across the bottom, but not open.
  • In that case, click on the arrow on the download and choose “always open with System Viewer”.
  • Next time you download a form, it will open in your system viewer for better functionality.

If applicable, you may need to contact your local IT department to make sure your web browser has been set up properly (note: in some cases your IT department has the Admin rights to allow you to change the settings on your computer.

Also, if when accessing a PDF file, you see a message that asks if you would like to open the document in a browser, you should always click ‘No’.

Need something else?