Download, print, and complete the required forms and return them to Manulife.
If you wish to manage your account using paper forms, you can download, print and complete the forms below. Once the forms are complete, send them to Manulife to be processed.
As an alternative to using paper forms, you can enrol online.
To manage your myCoastal Retirement Plan online, select Access your Account and enter your Email address and password. If you need help obtaining either number, please Contact us.
Please note: Adobe Acrobat is required to open these forms.
| Enrolment Forms | |
| RSP Application Form | Allows you to enroll in the plan. Also allows your spouse to set-up a Spousal RRSP. |
| Pre-Authorized Cheque (PAC) | Allows you to set-up automatic deductions from your bank account or make a one-time lump sum payment. |
| Account Management Forms | |
| Investment direction | Changes where your contributions are being invested. |
| Interfund transfer | Allows you to move existing assets to different funds. |
| Change | Updates your name, beneficiary, address or other information. |
| Transfer authorization | Enables you to transfer assets from an external plan into your myCoastal Retirement Plan. |
| Lump sum RRSP contribution | Enables you to make a lump sum deposit to your account. |
| Withdrawal | Enables you to withdraw funds from your account. |
If you wish to manage your account using paper forms, you can download, print and complete the forms below. Once the forms are complete, send them to Manulife to be processed.
As an alternative to using paper forms, you can enrol online.
To manage your myCoastal Retirement Plan online, select Access your Account and enter your Email address and password. If you need help obtaining either number, please Contact us.
Please note: Adobe Acrobat is required to open these forms.
| Enrolment Forms | |
| TFSA Application Form | Allows you to enroll in the plan. |
| Pre-Authorized Cheque (PAC) | Allows you to set-up automatic deductions from your bank account or make a one-time lump sum payment. |
| Account Management Forms | |
| Investment direction | Changes where your contributions are being invested. |
| Interfund transfer | Allows you move existing assets to different funds. |
| Change | Updates your name, beneficiary, address or other information. |
| Transfer authorization | Enables you to transfer assets from an external plan into your myCoastal Retirement Plan. |
| Lump sum TFSA contribution | Enables you to make a lump sum deposit to your account. |
| Withdrawal | Enables you to withdraw funds from your account. |
If you wish to manage your account using paper forms, you can download, print and complete the forms below. Once the forms are complete, send them to Manulife to be processed.
As an alternative to using paper forms, you can enrol online.
To manage your myCoastal Retirement Plan online, select Access your Account and enter your Email address and password. If you need help obtaining either number, please Contact us.
Please note: Adobe Acrobat is required to open these forms.
| Enrolment Forms | |
|---|---|
| NRSP Application Form | Allows you to enrol in the plan. |
| Member Identity Verification Form | Must be completed with the application form to enrol in the plan. |
| Pre-Authorized Cheque (PAC) | Allows you to set-up automatic deductions from your bank account or make a one-time lump sum payment. |
| Account Management Forms | |
| Investment direction | Changes where your contributions are being invested. |
| Interfund transfer | Allows you move existing assets to different funds. Please note: Transferring money from one fund to another in the Non-Registered Savings Plan will trigger a taxable event. If this results in a capital gain, you may be required to pay tax on that amount when you file your Income Tax Return. Consult your tax specialist for more details. |
| Change | Updates your name, beneficiary, address or other information. |
| Transfer authorization | Enables you to transfer assets from an external plan into your myCoastal Retirement Plan. |
| Lump sum NRSP contribution | Enables you to make a lump sum deposit to your account. |
| Withdrawal | Enables you to withdraw funds from your account. Please note: Withdrawing money from the Non-Registered Savings Plan will trigger a taxable event. If this results in a capital gain, you may be required to pay tax on that amount when you file your Income Tax Return. Consult your tax specialist for more details. |
