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Steps -
1. Personal Information
2. Assets
3. Retirement Options
4. Income Payment

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Personal Information

In Step 1, you must ensure that all information is complete and accurate.

If you have decided to pre-fill your Retirement Income Illustration with your Manulife Group Retirement Plan information and you wish to make any modifications, please contact us at 1 800 242-1704.

Date of birth
Date format
Spouse's date of birth

topDate of birth
This is the date of birth of the person on behalf of whom the Retirement Income Illustration is produced (the "owner").

This information is required for the following reasons:
(a) To satisfy the minimum and maximum age criteria to purchase each specific retirement option.
(b) To calculate the government prescribed minimum and maximum income (LIF only).
(c) To calculate the age of the owner as of January 1st for each year.

See Government prescribed maximum income and Government prescribed minimum income.

topDate format
The date format required is: yyyy/mm/dd.

Spouse's date of birth
This is the date of birth of the spouse of the person on behalf of whom the Retirement Income Illustration is produced (the "owner").

This information is only required if the basis elected for government prescribed minimum income is the spouse's age.

See Government prescribed minimum income.




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