Investments - Frequently asked questions

You can contact your advisor, or our Customer Service Centre and we’ll be happy to help you:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

You can contact your advisor, or our Customer Service Centre and we’ll be happy to help you:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

You can contact your advisor, or our Customer Service Centre and we’ll be happy to help you:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

You can talk to your advisor about new solutions to meet your needs.

We’ll mail you an account statement once or twice a year, depending on your plan. If you have questions about your account or your statement, contact your advisor or the Customer Service Centre.

Get the forms you need to make updates to your plan, such as changing your beneficiary.

You can contact your advisor, or our Customer Service Centre and we’ll be happy to help you:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

Yes, you can find an advisor  in your area. For more information, contact the Customer Service Centre:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

You can contact your advisor, or our Customer Service Centre and we’ll be happy to help you:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

You can contact your advisor, or our Customer Service Centre and we’ll be happy to help you:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

When we receive a withdrawal request in good order, we process it right away. You will receive your withdrawal by Electronic Funds Transfer (EFT) within 3-5 business days. If you’re not set up for EFT, we’ll write you a cheque and send it by regular mail. If you would like to receive your money by EFT, please provide your advisor with a pre-printed, personalized void cheque which they can attach to your withdrawal request.

Yes, under certain circumstances. For more information, you can contact your advisor or our Customer Service Centre:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

Yes, under certain circumstances. For more information, you can contact your advisor or our Customer Service Centre:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

You can contact your advisor, or our Customer Service Centre and we’ll be happy to help you:

  • Manulife Guaranteed Investments customers: 1-888-790-4387
  • Manulife Mutual Funds customers: 1-888-588-7999 

 

You must enrol in your plan before you register to access the secure site.

To enrol: Review the letter or brochure you received from your employer and then visit our enrolment site.

To register: Follow the step-by-step registration instructions. You can also get help signing in.

If your plan allows online updates, follow instructions. Otherwise, call 1-888-727-7766.

To update most of your personal information:

  1. Sign in to the secure site
  2. Under the “My Profile” tab, click “View My Member Information”
  3. Update and submit your information

To change your beneficiary, if permitted:

  1. Print and complete the GRIP (RRIF, LIF, LRIF, PRIF) form or the form for all other plans
  2. Email your form to gromail@manulife.com, fax to 1-866-945-5110 or mail to:

Manulife Financial
Attention: GRS Client Services
P.O. Box 396
Waterloo, ON
N2J 4A9 

Yes, if your beneficiary is “revocable.” To change your beneficiary, if permitted:

1.       Print and complete the GRIP (RRIF, LIF, LRIF, PRIF) form or the form for all other plans

2.       Email your form to gromail@manulife.com, fax to 1-866-945-5110 or mail to:

Manulife Financial
Attention: GRS Client Services
P.O. Box 396
Waterloo, ON
N2J 4A9

If your beneficiary is “irrevocable”, you can change your beneficiary designation if the irrevocable beneficiary signs a waiver of irrevocability.

Find your customer number on your account statement (sent by mail). You can also contact us:

By phone: 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET)

By email: gromail@manulife.com

By fax: 1-866-945-5110

Contact us to reactivate your account:

By phone: 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET)

By email: gromail@manulife.com

By fax: 1-866-945-5110

Contact us to find out your beneficiary information:

By phone: 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET)

By email: gromail@manulife.com

By fax: 1-866-945-5110

Your tax slips and receipts are available online:

  1. Sign in to the secure site
  2. Under the “My Account” tab, click “Duplicate Tax Receipts/Slips”
  3. View or print your tax slips and receipts

Your account statements are available online:

  1. Sign in to the secure site
  2. Under the “My Account” tab, click “View My Statements”
  3. View or print your account statements

 

To update your banking information online:

  1. Sign in to the secure site
  2. Under the “My Profile” tab, click “Banking Information”
  3. Select “Add/Change Banking Information” and follow the steps to update your banking information

To check on your investments:

  1. Sign in to the secure site
  2. Choose the “My Investments” tab

To speak with a financial educational specialist, call or email us:

By phone: 1-888-727-7766 (weekdays from 9 a.m. to 5 p.m. ET)

By email: gromail@manulife.com

To direct your contributions to different funds:

  1. Sign in to the secure site
  2. Under the “My Investments” tab, click “Change My Investment Instructions”
  3. Select an account and follow the steps to change your investment instructions

If your plan allows lump sum contributions, you can make a contribution online or send us a cheque.

To contribute online:

  1. Sign in to the secure site
  2. Under the “My Account” tab, click “Make a Lump Sum Contribution”
  3. Select an account and follow the steps to contribute

Your online contribution can be any amount between $25 and $25,000. If you make an online contribution after 4 p.m. ET, we will invest your money the next business day.

To send us a cheque:

  1. Print and complete the RRSP, TFSA or NRSP form
  2. Write a cheque payable to “Manulife Financial”
  3. Write your group policy number on the back of your cheque
  4. Mail the form and cheque to the address listed on the form

To get a tax deduction for this year, you must make your RRSP contribution during this year or within the first 60 days of next year.  

When your retirement savings are all in one place, they’re easier to manage. To transfer registered funds to your Manulife account:

  1. Print and complete the authorization form
  2. Send it to your other financial institution—but check first to find out if withdrawal fees apply

To get help with transfers, call 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET).

If you make an online withdrawal, you should receive your money in two to three business days.

If you send us a written request, you will receive your money in:

  • Two to five business days for direct deposit
  • Seven to 10 days for cheques

Under certain circumstances you can. You can check whether you’re eligible on the Canada Revenue Agency’s website

Yes, under certain circumstances. Check your plan’s rules and the Canada Revenue Agency’s rules. Also check to find out if withdrawal fees apply. For more information, call Manulife at 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. EST).

To use your RRSP money for the Lifelong Learning Plan:

  1. Print and complete Form RC96
  2. Email your form and a void cheque to gromail@manulife.com,
    fax to 1-866-945-5110 or mail to:

Manulife Financial
Attention: GRS Client Services
P.O. Box 396
Waterloo, ON
N2J 4A9

Notes:

  • Contributions made within the last 89 days cannot be used under the Lifelong Learning Plan
  • If you withdraw your money, it should be available within 10 business days

To find forms specific to your plan:

  1. Sign in to the secure site
  2. Click “Quick Links”

You can also access forms that apply to all plans.

To see your current account balance:

  1. Sign in to the secure site
  2. View your account balance on the first screen that appears

To move money from one fund to another:

  1. Sign in to the secure site
  2. Under the “My Investments” tab, click “Transfer Between Investments”
  3. Select an account and follow the steps to change your investments

Speak to your advisor about changing your investments. If you don’t have an advisor, call 1-888-727-7766 for help.

To change the contributions you make through payroll deductions:

  1. Sign in to the secure site
  2. Under the “My Account” tab, click “View/change my payroll deduction amount”
  3. Select an account and follow the steps to change your contributions

If 'View/change my payroll deduction amount' doesn't appear online, call 1-888-727-7766.

Check your plan brochure or call 1-888-727-7766.

If your plan allows withdrawals, you can make a withdrawal online or send us a written request. Check first to find out if withdrawal fees apply.

To make an online withdrawal:

  1. Sign in to the secure site
  2. Under the “My Account” tab, click “Make a Withdrawal”
  3. Select an account and follow the steps to make your withdrawal

If you make an online withdrawal after 4 p.m. EST, we will sell your investments the next business day.

To send us a written request:

  1. Print and complete the withdrawal form
  2. Email your form and a void cheque to gromail@manulife.com,
    fax to 1-866-945-5110 or mail to:

Manulife Financial
Attention: GRS Client Services
P.O. Box 396
Waterloo, ON
N2J 4A9

To get help with withdrawals, call 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET).

There are some instances when we do not withhold tax when you withdraw money from your investment. For more information, contact us:

By phone: 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET)

By email: gromail@manulife.com 

Yes, under certain circumstances. Check your plan’s rules and the Canada Revenue Agency’s rules. Also check to find out if withdrawal fees apply. For more information, you can contact us:

By phone: 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET)

By email: gromail@manulife.com

To use your RRSP money for the Home Buyers’ Plan:

  1. Print and complete Form T1036
  2. Email your form and a void cheque to gromail@manulife.com, fax to 1-866-945-5110 or mail to:

Manulife Financial
Attention: GRS Client Services
P.O. Box 396
Waterloo, ON
N2J 4A9

Note that contributions made within the last 89 days cannot be used under the Home Buyers’ Plan. 

Contact us and we can help you:

By phone: 1-888-727-7766 (weekdays from 8 a.m. to 8 p.m. ET)

By email: gromail@manulife.com