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.

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.

How do I submit a completed form?

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

To submit a health or dental claim:

Step 1 – Sign in to your plan member secure site.

Step 2 – Once signed in, click on ‘Claims’ in the top menu bar and, under ‘Submit a claim’, choose between:

  • health and dental claim
  • disability claim, or
  • click on claim forms to find the appropriate form, for your specific type of claim

Step 3 – Attach any supporting documents to your claim, if required (i.e., receipts, provincial coverage details, statements from other health plans).

If you're submitting another form:

Step 1 – Fill out the form and save it to your computer. If you printed out the form to fill it out, you'll need to scan the completed form (and save it to your computer).

Step 2 – Sign in to your plan member secure site.

Step 3 – Click on ‘Send documents’ (far right button on secondary navigation). A new ‘Send documents’ window appears.

Step 4 – Attach the form as an attachment (Click on ‘Browse’ to bring up the list of files on your computer, and select the one you need to send to us.)

Step 5 – Select a ‘File category’, fill in the ‘Description’ field, then click ‘Send’ at the bottom of the table.

  • For more details on sending us documents, when you are in the ‘Send documents’ window, click on the ‘Need additional help?’ link at the top of the table.

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

Step 3 – 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.

Step 1 – Fill out 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 submitting your claim, you can get in touch with your plan administrator, or contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.

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.

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.

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.

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)