 |
|
Forms and publications | Miscellaneous information | Websites
Forms and publications
Manulife forms
- GE927-Miscellaneous Changes [PDF]
Make changes to your Manulife plan, such as designated beneficiary, marital status, contribution rate, name and address. Once you've completed and signed a form, please submit it directly to Manulife by fax at 1-866-499-4480 or by mail to 1245 Sherbrooke St. W., Montreal QC, H3G 1G3. For beneficiary designation, the original form should be sent by mail.
- GE10929-Waiver of rights as irrevocable beneficiary [PDF]
Your irrevocable beneficiary must sign this form to become a revocable beneficiary.
- GE11141-Transfer Authorization for Registered Investments (RSP, LRSP, LIRA, RIF, LIF, TFSA) [PDF]
Move your registered investments from another financial institution to Manulife. This form can be used for RSP to RSP transfers (except for transfers due to death or divorce), RSP to RIF transfers, RIF to RIF transfers and TFSA to TFSA transfers. This form serves the same purpose as the T2033 government form below but is partially prefilled for your convenience.
- Request for Withdrawal [PDF]
Request a withdrawal from your Manulife RRSP, TFSA or Non-Registered plan.
- Canada-United States Enhanced Tax Information Exchange Agreement [PDF]
Self-Certification form for members
Government forms and publications
Once you've completed and signed a form, please submit it directly to Manulife by fax at 1-866-499-4480 or by mail to 1245 Sherbrooke St. W., Montreal QC, H3G 1G3. For more information, refer to Canada Revenue Agency or call Manulife at 1-800-242-1704.
Home Buyers' Plan (HBP)
Lifelong Learning Plan (LLP)
Other
 Miscellaneous information
- Summary of maximum contributions and benefits [PDF]
Applicable limits under the most important income security programs and private retirement plans in Canada
- Tax receipts vs tax slips [PDF]
What are they? How are they used? Who receives them? When are they issued?
- What happens upon notification of a member's death
Manulife will change the member's investment option under the plan so that member assets are allocated to the Manulife Canada Daily Interest Accumulator for the first $100,000 in a member's account. Assets in excess of $100,000 will be allocated to the Manulife Compound Interest Accumulator (three month term). Manulife reserves the right to select other investment funds in the future.
This action is taken to preserve the value of the death benefit and to maximize the deposit insurance protection available under the policy.
Websites
|
|
