Investments forms

Plan member forms



Manulife Guaranteed Investment Products

I need to...

You can change your address by:


You can change your name by:

  • Contacting your advisor AND
  • Completing sections 1, 6 and 7 of the Non-financial changes form, then mail it to Manulife Investments

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 7 of the Non-financial changes form, then mail it to Manulife Investments

You can request a duplicate statement or tax receipt by contacting your advisor or our Customer Service Centre.


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.


Manulife Mutual Funds

Please contact your advisor for any changes or inquiries regarding your Manulife Mutual Funds account.

To request a duplicate statement or tax receipt, or for other general inquiries, you can contact our Customer Service Centre. We are ready to help you!