Please note that creditor protection and probate may be affected by a beneficiary change.
You can change your beneficiary by:
- Contacting your advisor AND
- Completing sections 1, 2 and 8 of the Non-financial changes form, then mail it to Manulife Investments
We want to make it easier for you at this difficult time.
By notifying your advisor of a death in the family, they can assist you with the submission of all required documentation, including the Claimant's Statement form.
Are you a power of attorney, trustee, executor or corporate signing officer for a Manulife mutual fund account or Manulife segregated fund contract? Complete the Manulife Online Access - Identification Form, then mail/fax it to Manulife Investments.
Are you a mutual fund account holder or a segregated fund contract owner? Register for online access through Manulife Online Access.