On this 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.
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).
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 | |
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Enrolment or Re-enrolment Application - Group Benefits | Manulife (PDF)
Enrolment or re-enrolment application to the group benefits plan.
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Beneficiary Designation – Group Benefits | Manulife (PDF)
Designation of beneficiaries for Basic Life and/or Basic Accidental Death. Plus Optional Life and/or Accidental Death.
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Refusal of All Coverage – Group Benefits | Manulife (PDF)
Form used to decline coverage under the group benefits plan issued or to be issued
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Request for/Termination of Over-Age Student Dependent Coverage – Group Benefits | Manulife (PDF)
Use this form to request or terminate over-age student dependent coverage.
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| Health and Dental claim forms | |
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Extended Health Care Claim – Group Benefits | Manulife (PDF)
Use this form to submit extended health care claims to the group benefits plan.
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Dental Claim – Group Benefits | Manulife (PDF)
Use this form to submit dental claims to the group benefits plan.
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Drug Prior Authorization – Group Benefits | Manulife (PDF)
The purpose of this form is to obtain the medical information required to assess your request for a drug on the Prior Authorization list under your drug plan benefit coverage.
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Out-of-province/Out-of-Canada Health Claim – Group Benefits | Manulife (PDF)
Use this form to submit claims to the group benefits plan for physician’s fees and hospital services incurred outside of Canada or outside of your home Province.
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Request for Approval of Brand-Name Drug – Group Benefits | Manulife (PDF)
Use this form to apply for approval of Brand-Name drug pricing above the lowest cost interchangeable drug price.
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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.
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 2—Sign 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.
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.
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) | |
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Application Form Group Retirement Savings Plan (RSP) Manulife Personal Plan - GRS | Manulife (PDF) (PDF)
Member enrolment form into the Personal Plan Registered Retirement Savings Plan (RRSP)
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Application Form Group Tax-Free Savings Account (TFSA) Manulife Personal Plan - GRS | Manulife (PDF) (PDF)
Member enrolment form into the Personal Plan Tax-Free Savings Account (TFSA)
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Application Form Group Non-Registered Savings Plan (NRSP) Manulife Personal Plan - GRS | Manulife (PDF) (PDF)
Member enrolment form into the Personal Plan Non-Registered Savings Plan (NRSP)
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Application Form Group Retirement Income Plan (GRIP) Manulife Personal Plan - GRS | Manulife (PDF) (PDF)
Member enrolment form into a Manulife Group RIF, LIF, LRIF, PRIF and/or RLIF.
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| Put money into your plan | |
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Payer authorization for pre-authorized debit plan – GRS | Manulife (PDF)
Form used to verify members’ banking details under a Manulife Group Retirement plan.
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Pre-Authorized Cheque Plan (PAC) Request and Authorization – GRS - Manulife (PDF)
Form used to request ongoing contributions and/or a lump sum contribution outside of payroll to a Manulife RSP, TFSA or NRSA.
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Lump sum contribution form – GRS | Manulife (PDF)
Form used to request a lump sum contribution to a Manulife Group RRSP.
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Contribution Tax-Free Savings Account (TFSA) – GRS | Manulife (PDF)
Form used to request a lump sum contribution outside of payroll to a Manulife Group Tax-Free Savings Account (TFSA).
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Contribution to your Non-Registered Savings Plan (NRSP) – GRS | Manulife (PDF)
Form used to request a lump sum contribution outside of payroll to a Manulife Group NRSP.
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Transfer Authorization for Registered Investment (RRSP, TFSA, LIRA, LRSP, RPP)– GRS | Manulife (PDF)
To transfer assets from a registered plan at another institution into a group plan at Manulife (except for transfers due to death or divorce).
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Transfer Authorization for Registered Investments (RRIF, LIF, LRIF, PRIF, RLIF) – GRS | Manulife (PDF)
Complete this form to transfer assets to Manulife’s Group Retirement Income Plan.
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| Take money out of your plan | |
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Withdrawal Form – GRS | Manulife (PDF)
Form used to request a withdrawal from a Group Retirement
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RRIF, LIF, LRIF, PRIF Cash withdrawal form – GRS | Manulife (PDF)
Form used to make changes to members’ personal information, address, beneficiary or other information under a Manulife RRIF, LIF, LRIF or PRIF.
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Withdraw or Transfer from a Manitoba LIRA or LIF - GRS | Manulife (PDF)
Form used to make withdrawals or transfers from a Manitoba LIRA or LIF at or after age 65
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| Change your funds | |
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Interfund transfer for existing assets – GRS | Manulife (PDF)
Form used to request an Interfund transfer of existing assets for members who wish to change their fund.
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RRIF / LIF / LRIF / PRIF/ RLIF Interfund transfer for existing assets – GRS | Manulife (PDF)
Form used to request an Interfund transfer of existing assets for members who wish to change their fund direction.
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Investment direction for future contributions – GRS | Manulife (PDF)
Form used by members who wish to change their fund direction for future contributions.
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| Change your personal information, beneficiary or banking information | |
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Spousal Declaration and Beneficiary Form (PDF)
To add or change spousal information and/or add or change your beneficiary for Registered Pension Plans (RPPs).
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Change Request - GRS | Manulife (PDF)
Change form request
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Payer authorization for pre-authorized debit plan – GRS | Manulife (PDF)
Form used to verify members’ banking details under a Manulife Group Retirement plan.
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RRIF LIF LRIF PRIF Change form – Group retirement | Manulife (PDF)
Form used to make changes to members’ personal information, address, beneficiary or other information under a Manulife RRIF, LIF, LRIF or PRIF.
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| For Locked-In Money In Your Group Registered Retirement Savings Plan (RRSP) | |
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Locked-in Retirement Account Endorsement for Alberta Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-In Retirement Account Endorsement for British Columbia Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Retirement Account (LIRA) Addendum to RRSP Contract for Manitoba | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Retirement Account Endorsement for New Brunswick Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Retirement Account Endorsement for Newfoundland and Labrador Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Retirement Account Endorsement for Nova Scotia Pension Funds (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked in Retirement Account Endorsement for Ontario Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Retirement Account Endorsement for Quebec Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Retirement Account Endorsement for Saskatchewan Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Registered Retirement Savings Plan Endorsement for Federal (PBSA) Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Restricted Locked-in Savings Plan Endorsement for Federal (PBSA) Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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| For adding locked-in money to your group retirement savings plan (RRSP) – with stock investments | |
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Locked-in Retirement Account Addendum to RRSP Contract – Stock only | Manulife (PDF)
This document includes locking-in provisions for your RSP contract in which directly held stock is the only investment.
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Locked-in Retirement Account Addendum to RRSP Contract – Stock and other investments | Manulife (PDF)
This document includes locking-in provisions for your RSP contract in which directly held stock is one of the many options for investment.
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| For adding locked-in money to your Prescribed Retirement Income Fund (PRIF) | |
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Prescribed Registered Retirement Income Fund Endorsement for Manitoba Pension Funds (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Prescribed Registered Retirement Income Fund Endorsement for Saskatchewan Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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| For Locked-In Money In Your Retirement Income Fund (RIF) | |
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Life Income Fund Endorsement for Alberta Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Life Income Fund Endorsement for British Columbia Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Life Income Fund (LIF) Addendum to RRIF Contract (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Locked-in Retirement Account Endorsement for New Brunswick Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Life Income Fund Endorsement for Newfoundland and Labrador Pension Fundsꟾ Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Life Income Fund Endorsement for Nova Scotia Pension Funds (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Life Income Fund Endorsement for Ontario Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Life Income Fund Endorsement for Quebec Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Life Income Fund Endorsement for Federal (P.B.S.A.) Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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Restricted Life Income Fund Endorsement for Federal (P.B.S.A.) Pension Funds | Manulife (PDF)
This document includes locking-in provisions for your RSP or RIF contract.
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| Termination and transfer forms | |
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Termination Form – GRS | Manulife (PDF)
Form used by Members and PA to notify Manulife of a Member’s termination or retirement
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RRIF, LIF, LRIF, PRIF, RLIF Transfer form – GRS | Manulife (PDF)
To transfer your assets out of a registered group payout plan (RRSI,LIF, PRIF, RLIF) to either an individual plan at Manulife or a plan with another financial institution.
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| Notice of death forms | |
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Notice of Death – GRS | Manulife (PDF)
Form used upon the death of a plan member.
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Group Retirement Income Plan Notice of Death (RRIF / LIF / LRIF / PRIF/ RLIF) – GRS | Manulife (PDF)
Form used to verify the death of a plan member in a Group Retirement Income Plan.
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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 | |
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Beneficiary designation - Individual Insurance | Manulife (PDF)
Use this form to name a beneficiary as described in your contract and permitted by law. (NN0283E)
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Request to change address information | Manulife (PDF)
Complete this form to change the address for more than one Manulife policy or account.
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Request for Name Change – Insurance | Manulife (PDF)
Request for Name Change due to marriage, divorce, or adoption (NN0741E)
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Set up or change a pre-authorized debit plan - Insurance | Manulife (PDF)
Use this form to set up or change a pre-authorized debit plan.
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Financial Change form - Insurance | Manulife (PDF)
Use this form to make changes to Universal life investment accounts (NN0946E)
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Policy Surrender - Insurance | Manulife (PDF)
Use this form to cancel a policy and the insurance coverage.
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Application for policy loan or withdrawal - Insurance | Manulife (PDF)
Application for policy loan or withdrawal (NN0522E)
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Application for reinstatement of life insurance for policies that have lapsed within the past 6 months - Insurance | Manulife (PDF)
Use this form to reinstate a life insurance policy that lapsed within the past six months.
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| Claims | |
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Claims for disability Benefit - Living Benefits | Manulife (PDF)
Complete this form to apply for a disability benefit payment from a Manulife life insurance policy.
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Claimant's Statement - Insurance/MIM | Manulife (PDF)
Use this form to make a death claim for Life Insurance and Affinity Markets or Investment Products
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Critical Illness Claimant's Statement - Insurance | Manulife (PDF)
Use this form to state a critical illness claim.
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| Coverage changes | |
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Application for change (NN7001E) (login required) (PDF)
Complete this form to change a Manulife insurance policy when evidence of insurability is required. (NN7001E)
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Application for a child protection rider - Insurance | Manulife (PDF)
Use this form to apply for a child protection rider coverage on your life insurance policy.
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Request for Change: Evidence of Insurability NOT required - Insurance | Manulife (PDF)
Complete this form to change a Manulife insurance policy when evidence of insurability is not required. For policy types OTHER THAN Performax Gold and Performax policies. (NN0739E)
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Request for change for Performax Gold and Performax policies - Insurance | Manulife (PDF)
Request for change for policy types other than Performax Gold and Performax Policies or Performax Gold and Performax Policies. Evidence of Insurability NOT required (NN0739PMAX)
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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 | |
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Policy Services Change of information – H&D Individual Insurance | Manulife (PDF)
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form.
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Application for Change to Non-smoker Rates, Affinity Markets - Policy Services (PDF)
Use this form to change your smoking status to non-smoker.
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| Life insurance forms – for other organizations (alumni, professional and retail associations) | |
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Beneficiary Designation – Affinity Markets (PDF)
Beneficiary designation or direction of payment previously made in respect to the proceeds payable.
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Policy Services Change of information – Affinity Markets H&D (PDF)
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form.
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Collateral Assignment Form (PDF)
AF1446E - Collateral Assignment Form - Individual Insurance
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Individual Life Insurance Declaration of Insurability For Reinstatement Or Change | Manulife (PDF)
Applying for reinstatement or change to a disability certificate/policy.
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Application for Change to Non-smoker Rates Affinity Markets – Policy Services (PDF)
Application for Change to Non-smoker Rates
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Individual Life Insurance Change of Ownership | Manulife (PDF)
Transfer of ownership.
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Statement of Irrevocability - Insurance | Manulife (PDF)
This form is to be completed only if the insurance is subject to the laws of the province of Nova Scotia.
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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 | |
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Extended Health Care Claim – Individual Insurance | Manulife (PDF)
For reimbursement of health care benefits such as prescription drugs, registered specialists or therapist’s visits, you need to complete this form.
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Dental Claim Form – Individual Insurance | Manulife (PDF)
For reimbursement of dental care expenditures have this form completed by your dentist or dental specialist.
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Policy Services Change of information – H&D Individual Insurance | Manulife (PDF)
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form.
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| Health & dental insurance forms – for other organizations (alumni, professional and retail associations) | |
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Enrol additional family members – Guaranteed issue plan (AF1436e) (PDF)
Complete this form to add family members to a Manulife Affinity Markets guaranteed issue plan. (AF1436E)
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Application for Change to enrol additional family members to an underwriting plan – Individual Insurance | Manulife (PDF)
This form is used to enrol additional family members to an underwriting plan.
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Individual Insurance - Application For Change To Request a Benefit Downgrade - Affinity Policy Service | Manulife (PDF)
Application to Request benefit downgrade
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Individual Insurance - Affinity Policy Service - APPLICATION FOR CHANGE TO REINSTATE HEALTH AND DENTAL COVERAGE | Manulife (PDF)
Application for Change to Reinstate H&D Coverage
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Policy Services Application to Continue Coverage for Overage Dependents – Affinity Markets | Manulife (PDF)
Policy Services Application to Continue Coverage For Overage Dependents turning age 21.
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Policy Services Change of information – Affinity Markets H&D (PDF)
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form.
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Extended Health Care Claim – Individual Insurance | Manulife (PDF)
For reimbursement of health care benefits such as prescription drugs, registered specialists or therapist’s visits, you need to complete this form.
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Small Business Employee* Enrolment Summary – Affinity Markets H&D | Manulife (PDF)
For Small Businesses to be able to advise on the form, all policies that they are going to manage the monthly/semi-annual or Annual premiums for.
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Affinity Markets Pre authorization drug reimbursement request (CM5005E) (PDF)
The purpose of this form is to obtain the medical information required to assess your request for a drug on the preauthorization list under your drug plan benefit coverage.
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Prior authorization for home care, hearing aids, nursing, orthotics, prosthetic appliances (CM5006E) (PDF)
The purpose of this form is to obtain the medical information required to assess your request for Medical Equipment and Supplies on the Pre Authorization list under your plan benefit coverage.
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Individual Insurance Request for Approval of Multi-Source Drug – Drug Essentials Formulary (PDF)
Request for Approval of Multi-Source Drug – Drug Essentials Formulary – H&D Individual Insurance | Manulife
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Dental claim (CM5001E) (PDF)
Complete this form to make a dental claim for a Manulife Affinity Markets plan. (CM5001E)
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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’.