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.

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

  • Extended health care claim form
  • Drug prior authorization form
  • 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:

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

Step 2 – Click on the Group Benefits tile, then click "Go" under the plan you want to access

Step 3 – Click "Submit a claim"

Step 4 – Follow the steps to submit your claim

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).

Apple logo - Download on the App Store         Google Play logo - 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

Program vs. Plan – the difference

Your group savings ‘program’ is the whole package – everything your organization gives you to help you save.

Within your program, you put your money into a ‘plan’ or ‘plans’, such as:

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

Your ‘program’ might include more than one ‘plan’.

At times, you may want to change (or need to choose) a plan within your program. Ensure the form you use is for the plan you wish to change.

How do I submit a completed form?

Send us your completed forms online through the website, or by mail. Details on both methods are below.

How to submit a form online:

Step 1 – Find the form and fill it out

Step 2 – Sign in to your Manulife online account

Step 3 – Go to ‘My Account’, then click on ‘Send documents’ (in the lower right corner on the dropdown). Then follow the prompts to send us the form.

If you need additional help, please call us at 1 888 727-7766, Mon. to Fri., 8 a.m. to 8 p.m. ET.

File requirements

  • The file format must be one of the following: gif, jpeg, jpg, pdf, png, tif or tiff
  • Attached document must be smaller than 25MB in size
  • You can attach up to three files

Sign up for your program online

If you know your policy number and access code, you can sign up for your program online. 

If you need additional help, just call us at 1 888 727-7766, Mon. to Fri., 8 a.m. to 8 p.m. ET.

Sign up online

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

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

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

Sign up with an application form
Put money into your plan
Take money out of your plan
Change your funds
Change your personal information, beneficiary or banking information
For adding locked-in money to your Group Retirement Savings Plan (RRSP)
For adding locked-in money to your Prescribed Retirement Income Fund (PRIF)
For adding locked-in money to your Retirement Income Fund (RIF)
Termination and transfer forms
Notice of death forms

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

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

How do I submit a completed form?

We receive completed forms by mail or fax (if available). Details on 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.

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

To take action on a policy, we often require a completed form. Here’s a list of those needed to complete tasks for Manulife CoverMe policies or another organization.

How do I submit a completed form?

Once completed, please send us your form by mail or fax (if available). Details on 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.

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)

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’.