manulife policy assignment form

Materials and downloads

Access the brochures, printable forms and applications you need..

Here are downloadable PDF forms for some of our most common service requests regarding coverage. If you wish to make one of the following changes to your coverage, simply click on the appropriate link below to download a PDF form which you can print, complete and mail to Manulife.

Term 100 Life Insurance

Term 100 Life Insurance brochure (PDF)

Learn about our insurance in one convenient, easily printable piece.

Term 100 Life Insurance rates (PDF)

Change account information

Change your address, phone number or email. Set up or change how you pay. Change of information form (PDF – English)

Change your smoking status

If you have not used any form of tobacco, nicotine substitutes or tobacco cessation products or e-cigarettes for 1 year (12 consecutive months), you may be eligible for lower premiums. Once approved, your lower premiums will start on your next premium due date. Non-smoker change form (PDF – English)

Change your beneficiary

Update or change the beneficiary of your life insurance policy. Beneficiary designation form (PDF – English)

Sample certificates:

Term 100 Life Insurance policy (PDF)

Term 100 Life Insurance policy – with waiver of premium (PDF)

The information above pertains to the SISIP Term 100 Insurance Plan.

If you are looking for manage your employee Group Benefit insurance plans – you will find information and forms on Manulife.ca at https://www.manulife.ca/personal/support/find-a-form.html .

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Are you looking for:

General Inquiries | Frequently Asked Questions

• Claims and Settlement
• Benefit Claims
• Policy Changes
• Policy-related Questions
• Service-related Questions

How do I assign my policy as collateral security?

A policy can be assigned to any other person, bank or entity in consideration of a loan. Below are the requirements for the purpose:

• Assignment/Release of Assignment Form  duly signed by the owner and designated irrevocable beneficiary/ies, if there is/are any.
• Copy of the loan approval from the bank.
• Copy of two valid IDs (e.g. passport, driver's license).

Submit these documents to Client Services in order to process the request

How do I release the assignment as collateral security?

The assignee should accomplish the  Assignment/Release of Assignment Form  and submit the completed form to Client Services Department. If assignee is a corporation (e.g. bank), the form should be signed by the company's authorized signatory. A copy of Secretary's Certificate or Board Resolution and valid ID of the signatory are also required.

What other changes can I make on my policy? What are the requirements to effect the change?

CHANGE OF PLAN*

• Fill out the  Application for Policy Change Form
• Fill out the  Statement of Insurability Form
• Submit the accomplished forms duly dated, witnessed, signed by the policyowner and countersigned by irrevocable beneficiary/ies, if any, to Client Services Department.
• Additional premiums should be paid, if needed.

* Application for change in plan should be made within six months from issue date. This is done only once in a lifetime of a policy.

• Correction of date of birth and age
• Correction of Insured or beneficiary/ies name
• Change in the mode of payment
• Address Change

You may also write us a letter with your full name, policy number and correct address or send an email to  [email protected] .

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Copyright © 2018, The Manufacturers Life Insurance Company and its subsidiaries. All rights reserved. Main office: 10th Floor NEX Tower, 6786 Ayala Avenue, Makati City, 1229 Tel : +632 8884 7000

Frequently asked questions

Here are some tips that might help, the difference between your program and your plan.

Your group savings program is the whole package—everything your organization has put together to help you save. Within your program, you put your money in plans, such as a group Registered Retirement Savings Plan (RRSP) or a tax-free savings account (TFSA). Your program might include more than one plan.

Sometimes, you'll want to change a specific plan within your program

Online, we ask you to pick a plan when you need to. If you need to use a form, pick the one for the plan you want to change.

Make sure you check out the FAQs for the type of account you have.

• Group retirement member
• Group retirement with VIP Room account

Group retirement member FAQs

If you have a policy number that’s up to eight digits long with no letters in it, this section is for you.

Get started with my program

You don’t need a form to join your group retirement program. 

You should have received information from your organization to help you join—it could have been a paper guide, a digital guide, or even a website. This information included an access code, and you might have a policy number as well. 

You can get started online here .

Contact us for help

If you need help joining your Manulife group retirement program, contact us Monday through Friday, 8 A.M. to 8:00 P.M., Eastern time, at 888-727-7766.

You get your customer number when you join your program.

• If you join online, your customer number will be on the confirmation screen when you finish joining.
• If you join through a paper enrolment form, you’ll get your customer number in a welcome letter. 

You can also find your customer number on your statement. If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

You’ll need to set up a Manulife ID to access your group retirement account.

You’ll need to have your customer number handy. You received your customer number on the confirmation screen when you enrolled online or on your welcome letter if you enrolled through paper form; you can also find it on a recent statement. Follow these five steps and the on-screen instructions along the way:

• Go to  manulifeim.ca/retirement  and click Sign in .
• Set up your Manulife ID.
• Sign in with your Manulife ID.
• Enter your customer number under Don’t have an account yet?
• Click Get Registered and follow the instructions on the next screen.
• Click Go on your connected account.

Need help setting up your Manulife ID? You can find additional information—including FAQs, a step-by-step video, and a how-to flyer at  manulife.ca/membersupport . 

Manage my money

• Sign in      to your account and go to  My Profile  >  View My Plan Material to find out whether you can withdraw or take money out of your plan.
• If your plan lets you make a withdrawal online, sign in      and go to My Account  >  Make a Withdrawal . Follow the instructions. You can take out $20,000 or less.
• If you can’t make an online withdrawal or you would like to take out more than $20,000, you can request it using a paper form, found under Forms in the Quick Links section on the homepage of your account. This can be submitted online.  Sign in      and go to  My Account  >  Send documents to submit your completed form or use the mailing instructions on the form. 

If your deposit is being made using direct deposit to your bank account, it’s a good idea to make sure your banking information is accurate.à

How long will it take?

It could take 1-2 business days to process your request depending on the type of fund and when you make the request

• For direct deposits, we’ll send the money to your bank within 1-2 business days of the request being processed.
• For cheques, we'll mail it within 5 business days after the request is processed.

If you need help, call us at 888-727-7766 Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

If you want to transfer or move money from your Manulife to another plan, you must own the other plan.

• Sign in      and go to the Forms page, found under Forms in the Quick Links section on the homepage.
• Fill out the form before submitting the form through  Send documents.
• Go to  My Account > Send documents to submit your completed form or use the mailing instructions on the form

If you need help, call us at 888-727-7766 Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

On your secure site

Sign in  to see details of your investments

• See your account balance on the homepage.
• To see details of your balance for each plan, click on the link for that plan or go to My Account > View my account balance .
• To see rates of return, go to My Investments > My Personal Rates of Return .
• Sign in to the Manulife Mobile app on your phone or tablet to see your balance for each plan on the home screen.
• Tap Returns at the bottom of the screen to see the rates of return and the details of your investments.

To speak with someone about your money, call us at  888-727-7766,  Monday through Friday, 9:00 A.M. to 5:00 P.M., Eastern time.

Consolidating your savings can make retirement planning easier and everyday life just a little bit simpler.

Moving your savings from outside of Manulife into your Manulife group plans can make retirement planning easier and everyday life just a little bit simpler.

Learn about consolidating

Regular contributions from your pay (if your plan allows it)

To change how much goes into your plan from your pay:

• Go to My Account . Under Contributions , click View/Change My Payroll Deduction Amount .
• Select a plan and follow the steps to change your contributions.

One-time contribution (if your plan allows it)

To put a specific amount of money in your plan just once, which is sometimes called a lump-sum contribution, follow the steps below.

If your plan lets you contribute online

Use your Manulife online account   (best choice for all plans). Your contribution must be between $100 and $25,000.

• Go to  My Profile  > Add/Change Banking Information  to make sure your banking information is up to date.
• Go to  My Account  > Make a Lump Sum Contribution .
• Fill out a  payer authorization for pre-authorized debit plan (PAD)  form.
• Send us the form you filled out.  Sign in  and go to  My Account  >  Send documents , or use the mailing instructions on the form.  Don’t forget to provide your banking information— include a scanned image of a void cheque or your banking information, supplied on bank letterhead.

Use the app

• Sign in to the Manulife Mobile app on your phone or tablet.
• Tap Transaction at the bottom of the screen and select Lump Sum Contribution .

Generally, if we get everything we need by 4:00 P.M., Eastern time, on a business day, we put your money in your plan that same day; otherwise, we put it in on the next business day. For stock plans, we should get everything before noon on a business day for same-day transaction.

Contribute online through your bank’s site (RRSP and TFSA only)

• Sign in to your online bank account.
• Go to the feature for paying your bills (it might be called pay a bill or something similar).
• Add Manulife as a payee to put your plan on your list. Look for  Manulife - Group RRSP Member or Manulife - Group TFSA Member .
• When asked for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.
• Follow the steps to pay a bill to submit your contribution.

There will be a delay between the date you submit your contribution and the date we put it in your plan.

• Fill out a form for the plan you want to put money in: Contribution request - RRSP Contribution request - TFSA Contribution request - NRSP
• Send us the form you filled out. Sign in  and go to  My Account  >  Send documents , or use the mailing instructions on the form if you’re including a cheque.
• Make it payable to Manulife.
• Write your policy number on it.
• Make sure to mail it with the form!

If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Ongoing contribution (if your plan allows it)

To set up a specific amount of money in your plan more than once, based on a regular schedule (weekly, monthly, etc.), follow the steps below.

Use your Manulife online account (best choice for all plans). Each contribution must be at least $25.

• Go to  My Profile > Add/Change Banking Information  to make sure your banking information is up to date.
• Go to  My Account >  Start Ongoing Contribution .
• Send us the form you filled out.  Sign in  and go to  My Account  >  Send documents , or use the mailing instructions on the form.  Don’t forget to provide your banking information— include a scanned image of a void cheque  or your banking information supplied on bank letterhead.

If we get everything we need by 4:00 P.M., Eastern time, on a business day, we set up your ongoing contributions that same day; otherwise, we set them up on the next business day.

• When it asks for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.
• Follow the steps for paying a bill to submit your contribution. Choose the date of your first payment and how often you want to make payments after that.

Direct transfer from another plan (if your plan allows it)

To move money directly from one plan to another, the plan you’re moving money into must be part of your program. The plan you’re moving money out of can be another plan you own.

• To find out whether you can move money into a specific plan,  sign in  and go to  My Profile  > View My Plan Material .
• Fill out a form for the plan you want to put money in. Request to transfer money to Manulife - RRSP, TFSA, LIRA, LRSP, RPP Request to transfer money to Manulife - RRIF, LIF, LRIF, PRIF, RLIF
• Send the form to the company that manages the plan you’re moving money out of. If that’s us, sign in  and go to  My Account  >  Send documents , or use the mailing instructions on the form.

To find out whether you can change your funds, sign in and go to  My Profile  > View My Plan Material , or call us at 888-727-7766, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Current savings

Change the funds you picked for the money that’s already in your plan. This is sometimes called a fund transfer.

If your plan lets you change your funds online

• You can transfer a dollar amount or a percentage.
• Percentages must be in whole numbers.
• The lowest amount you can put in a fund is 5%.
• Go to  My Investments  >  Transfer Between Investments .

Generally, if we get everything we need by 4:00 P.M., Eastern time, on a business day, we change your funds that same day; otherwise, we change them on the next business day.

• Fill out a form for the plan you want to change your funds for. Fund transfer request - RRSP, TFSA, LIRA, RPP, NRSP Fund transfer request - RRIF, LIF, LRIF, PRIF, RLIF
• Send us the form you filled out. Sign in and go to  My Account  >  Send documents , or use the mailing instructions on the form.

If you need help, call us at 888-727-7766, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Future savings

Change the funds you picked for the money you’re going to put in your plan. This is sometimes called changing your investment instructions. 

• Go to  My Investments  > Change My Investment Instructions .

If we get everything we need by 4:00 P.M., Eastern time, on a business day, we change your funds that same day; otherwise, we change them on the next business day.

If you need help, call us at 888-727-7766, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Your account statements are available online. To access your online statement, follow the steps below.

• Sign in to the  secure site .
• Go to the  My Account  menu. Under  Statements , click  View My Statements .
• View or print your account statements.

Manage my information

To switch to online statements

• Sign in  with your Manulife ID and select your group retirement account.
• Go to My Profile and click Change communication preference .
• Tap the menu at the top left corner.
• Tap your name.
• Select Statement delivery and enable Go paperless .

If you need to update your address, simply update and submit your information online if your plan allows; otherwise, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

If you’re not sure if you should make changes to your personal information with us or through your HR team, sign in ,  go to My profile > View my member information , or call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To make changes to your contact information, marital status, or spouse’s information

• If you can make changes with us and your plan lets you change personal information online, make the changes in My profile > View my member information .
• Otherwise, fill out a form for the plan you want to change your information for: Request for change - RRSP, TFSA, LIRA, RPP, NRSP Request for change - RRIF, LIF, LRIF, PRIF, RLIF
• Send us the form you filled out.   Sign in  ,and go to  My Account  >  Send documents  or use the mailing instructions on the form.

For some types of changes— If you’re changing your name or your marital status from married to single or divorced, for example, you’ll also need to send us supporting documents. Call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time, to get help with these types of changes.

To add a new bank account to your plan, or change the bank account that’s already on your plan, follow the steps below.

If your plan lets you change your banking information online

• Go to  My Profile >  Add/Change Banking Information  and follow the steps.
• On the confirmation screen, click the Printer-friendly version link under Payer authorization for pre-authorized debit plan form .
• Some of the form is filled out for you. Print it, fill out the rest, and sign it.
• Send us the form you filled out. Sign in and go to  My Account > Send documents  or use the mailing instructions on the form. 

Don’t forget to provide your banking information— include a scanned image of a void cheque  or your banking information supplied on bank letterhead.

This form lets you add an account to your plan. We don’t remove the old one unless you do the online steps first.

• Send us the form you filled out— sign in  and go to  My Account  >  Send documents  or use the mailing instructions on the form. 

To change your beneficiary information online

• Go to  My Profile >  View My Member Information > Beneficiary Information section  > Update .
• Fill out a form for each plan you want to change your beneficiary for. Request for change - RRSP, TFSA, LIRA, RPP, NRSP Request for change - RRIF, LIF, LRIF, PRIF, RLIF Did you name an irrevocable beneficiary last time? Make sure your chosen beneficiary signs the form.
• Send us the form you filled out. Sign in  and go to  My Account  >  Send documents  or use the mailing instructions on the form.

If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Manage my account

To send us something for your program/plan

• Go to  My Account  >  Send documents  to send us something online. Or, if you’ve filled out one of our forms, you can use the mailing instructions on the form.

Find more forms

• Look for Quick links on the homepage and click Forms .

Go to Support >   Manulife forms  and select Group Retirement Solutions .

If you can’t find the form you’re looking for, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time, and we can help you.

Forms you may need

• Notice of death
• Notice of death - RRIF, LIF, LRIF, PRIF, RLIF

Find out about

Going through a change at work or planning to retire? You don’t have to lose the power of your group plan!

Continue to save, invest, and grow your savings with the Manulife Personal Plan.  Check it out , then let’s chat about your options. 

Call us at 866-991-3056, Monday through Friday, 9:00 A.M. to 5:00 P.M., Eastern time.

Closing your account?

You may need the  termination request  form.

Go to  manulifeim.ca/retire/tax  to learn which tax documents we prepare, where and when to expect them, and what your deadlines are to report them.

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 call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To use your RRSP money for the Home Buyers’ Plan

• Print and complete  Form T1036 .
• Sign in  and go to  My Account  >  Send documents  to send us the form and a scanned image of a void cheque. If you don't have a chequing account, send us your banking information, supplied on bank letterhead.

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

Note that contributions made within a certain timeframe prior to the withdrawal cannot be used under the Home Buyers’ Plan. Check the Canada Revenue Agency  for the most recent rules. 

Check your plan’s rules and the Canada Revenue Agency  rules. Also check to find out if withdrawal fees apply. For more information, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To use your RRSP money for the Lifelong Learning Plan

• Complete Form  RC96 .

Important information

Contributions made within a certain timeframe prior to the withdrawal cannot be used under the Lifelong Learning Plan. Check the Canada Revenue Agency  for the most recent rules. 

If you withdraw your money, it should be available within 10 business days.

Group IncomePlus is an investment option—available on select group retirement plans—that lets you take advantage of growth in the market while building up a retirement income that’s guaranteed for life.

Get to know this unique option with an overview, fact sheet, and a detailed guide we call The Bold Print .

Learn more about Group IncomePlus

Get help setting up my Manulife ID

Need help setting up your Manulife ID? You can find everything you need—including FAQs, a step-by-step video, and a how-to flyer at  manulife.ca/membersupport . 

Group retirement member with VIP Room account FAQs

If you have a client number that starts with RS , this section is for you. 

Get started

You’ll need to set up a Manulife ID in order to access your group retirement account.

You’ll need to have your registration ID and registration key handy. You can find your registration ID in a letter or email we sent you when we welcomed you to your program. Your registration key was sent in a separate letter.

• Connect your group retirement account.

Need help setting up your Manulife ID? You can find additional information—including FAQs, a step-by-step video, and a how-to flyer— at  manulife.ca/membersupport .

You can find your registration ID in a letter or email we sent to you when we welcomed you to your program. We may refer to them by a different name, so if you don’t know what to enter, click the question mark tooltips on the web page for more information.

To join your program, follow the steps below.

• Go to manulifeim.ca/retirement  and click Sign in .
• Set up your Manulife ID. If you already have it, skip this step.
• Enter your registration ID under Don’t have an account yet? and click Get registered .
• Enter your registration key on the next page.

Sign in with your Manulife ID. Register for your new VIP Room online account and connect to your Manulife ID. We send your registration ID and registration key (if applicable) by email or letter when we welcome you to your program.

Click Go on your connected account to get into our VIP Room. On your first visit, it will take you right into our enrolment centre so you can learn more about your program, how it works, and join your program.

If you need help, call  us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

• If your plan lets you make an online withdrawal,  sign in      and go to  Manage my plans  >  Online withdrawal . Follow the instructions. You can take out $10,000 or less.
• If you can’t make an online withdrawal or you would like to take out more than $10,000, you can request it using a  withdrawal form  that can be submitted online.  Sign in      and go to  Manage my plans  >  Send documents  to submit your completed form or use the mailing instructions on the form. 
• Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time if you need help with your withdrawal.

If your deposit is being made using direct deposit to your bank account, it’s a good idea to make sure your banking information is accurate.

It could take 1-2 business days to process your request depending on the type of fund and when you make the request. For direct deposits, we’ll send the money to your bank within 5 business days. For cheques, we'll mail it within 5 business days.

If you need help, call us at 888-242-1704 Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time

If you want to transfer or move money from your Manulife plan to another plan, you must be the account holder of the other plan.  

Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time to check if you can take money out of your plan. We’ll explain how it works, how long it takes, and how it affects your taxes.

If you’re moving your money to another financial institution, they might ask you to fill out a transfer form.

Forms can be sent mail or online. Sign in       and go to Manage my plans > Send documents .

Once we have your form, it may take up to 10 business days to process your request.

Sign in  to see details of your investments.

• See your account balance on the home page.
• To see balances by plan, go to View your holdings > Plan summary .
• To see rates of return, go to Consult investments > Personalized rate of return .
• Sign in to the Manulife Mobile app on your phone or tablet see your balance for each plan on the home screen.

To speak with someone about your money, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To make regular contributions from your paycheque (if your plan allows it), follow the steps below.

To change how much goes into your plan from your pay

• Go to Manage your plans > Contribution rate and follow the instructions to change your contributions.

To put a specific amount of money in your plan just once, sometimes called a lump-sum contribution, follow the steps below.

To contribute online

Use the VIP Room (best choice for all plans). Your contribution must be between $25 and $100,000.

• Go to  Manage your plans > Online contribution .

Generally, if we get everything we need by 4:00 P.M., Eastern time, on a business day, we put your money in your plan that same day; otherwise, we put it in on the next business day. For stock plans we should get everything before noon on a business day.

• When it asks for your Manulife account number, enter your member number. It’s under Your personal information on the second-to-last page of your statement.
• Your member number
• Your sponsor’s client number
• Which plan you want to put money in
• Make it payable to Manulife
• Write your member number and your sponsor’s client number on it
• Send your signed letter and cheque together to: Manulife P.O. Box 11464, Succ Centre-ville Montreal QC  H3C 5M3

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To find out whether you can change your funds, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Change the funds you picked for the money that’s already in your plan. This is sometimes called an interfund transfer.

• Go to  Manage your plans  > Interfund transfer .

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

• Go to  Manage your plans  > Investment instructions .

Both current and future savings (and make them the same)

Change the funds you picked for both the money that’s already in your plan and the money you’re going to put in your plan. Both kinds of money will be invested exactly the same way—same funds, same percentages.

• Follow the steps to change your funds for your future savings. To invest your current savings the same way, be sure to check the box next to  Please rebalance my assets (current holdings) now according to the investment instructions I have provided above .

Change the amount from your pay that you put in your plan, or change the amount from your pay that you put in your spouse’s plan.

If your plan lets you change your contributions online

• Go to  Manage your plans  > Contribution rate .

We work with your employer to make this change. This means there will be a delay between the date you submit your change and the date you see it on your pay.

Contact your HR team. They’ll help you change this.

You can access your statements online.

• Click on the View your holdings  tab.
• Click on the Statements  link.
• Click on the statement you wish to view (link in blue).

If the option is available, you may request a customized e-statement or change your statement delivery settings.

To switch your statement to online delivery

• Sign in  with your Manulife ID
• Under View your holdings , go to Statements and click Statement delivery settings .

On the Manulife Mobile app

• Select Statement delivery  and enable Go paperless .

If you need to update your address, simply update and submit your information online if your plan allows; otherwise, call us at 800-242-1704, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

If you’re not sure if you should make changes to your personal information with us or through your HR team

• Go to  Manage your plans  >  Personal data , or call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To change your contact information (street address, email, phone, etc.), follow the steps below.

• Go to  Manage your plans > Personal data .
• Fill out a  miscellaneous change  form and use the mailing instructions on the form, or
• Go to  Manage your plans  >  Send documents .

For some types of changes—changing your name or your marital status from married to single or divorced—you’ll need to send us supporting documents. Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time, to get help with these types of changes.

To change your beneficiary

• Go to  Manage your plans  >  Beneficiaries .
• Fill out a  miscellaneous change  form.
• Go to  Plan your financial future >  Helpful information .
• Go to  Manage my plans  > Send documents .
• Go to  Manage your plans  >  Send documents  to send us something online.

Or, if you’ve filled out one of our forms, you can use the mailing instructions on the form.

• Go to Manage your plans  >  Helpful information .

If you can’t find the form you’re looking for, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

• Notice of death - RRIF, LIF, LRIF, PRIF, RLIF C

Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time, and we can help you.

Closing your account? You may need the  termination request  form.

See the Canada Revenue Agency (CRA)  website for complete information on the Home Buyers' Plan (HBP), including eligibility criteria. To apply for the HBP, you must complete the T1036 form, available on the site. Any contributions you've made into an RRSP within a recent timeframe aren't eligible for the HBP. See the CRA website for the most recent rules. Other restrictions may apply; please verify your plan rules or contact us for more information at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To send us the completed form, follow the steps below.

• Go to  Manage my plans >  Send documents .

Manulife CP 11464 SUCC CENTRE VILLE (to the attention of RS …) Montréal (Québec) H3C 5M3

If you ask for direct deposit, don’t forget to provide your banking information — include a void cheque or your banking information, supplied on bank letterhead.

Your request should be processed within 10 business days and withdrawal fees may apply. Should you require assistance, you may call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

See the LLP guide ( RC4112) . issued by the Canada Revenue Agency (CRA) for complete information on the LLP and to see if you qualify. To apply for the LLP, you must complete the RC96 form. Any contributions you have made into an RRSP within a recent timeframe aren't eligible for the LLP withdrawal. See the CRA website for the most recent rules. Other restrictions may apply. Please verify your plan rules or contact us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

• Go to  Manage my plans  >  Send documents .

Manulife CP 11464 SUCC CENTRE VILLE (to the attention of RS…) Montréal (Québec) H3C 5M3

If you ask for direct deposit, don’t forget to provide your banking information—include a void cheque or your banking information, supplied on bank letterhead.

Need help setting up your Manulife ID? You can find everything you need—including FAQs, a step-by-step video, and a how-to flyer at  manulife.ca/membersupport .

Protect your personal data by keeping your Manulife customer website login password safe and change your password regularly.  Manulife will never call you or send any SMS/email asking for your Manulife customer website login password. Stay vigilant for suspicious phone calls, emails, websites, apps, etc. allegedly related to Manulife. If you receive any calls claiming to be from Manulife, authenticate the caller’s identity (e.g. full name of the advisor and his/her Insurance/MPF Intermediary License No. or full name of the Manulife customer service officer). If the caller refuses to disclose such information, please do not continue with the conversation. Also, if you notice any suspicious transaction activities in your account with Manulife, or any account that is under your name but not set up by you, please inform us immediately. If you are in doubt, please contact us at  (852) 2108 1188 (HK) / (853) 8398 0383 (Macau) or by email at [email protected]  (HK & Macau) for assistance.

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Services & Claims

Form Library

• Policy Management
• Fund Management
• MPF, ORSO, Macau Pension

Foreign Account Tax Compliance Act (FATCA)

Individual insurance claims (hong kong).

Hospitalization

• Medical Insurance - Hospitalization & Surgical Claim Form Try our new eClaims Service, Applicable for single hospitalization receipts not exceeding HKD3,000

e-Claims for receipts not exceeding HKD3,000

Download Form

• Wart/Benign Skin Lesion Surgery Claim – Supplementary Form (if applicable)
• VHIS Claimable Amount Estimate / Preliminary Assessment

Submit online

• Credit Service for Hospitalization - Pre-Authorization Request Form
• OGD/Colonoscopy Day Surgery or Hospital Admission Consultation Form
• Claim Form for Accident

Critical Illness/ Female Benefit

• Claim Form for Major Disease Part I (CIP1)
• Claim Form for Major Disease Part II – Kidney Failure
• Claim Form for Major Disease Part II – Myocardial Infarction
• Claim Form for Major Disease Part II – Cancer
• Claim Form for Major Disease Part II – Stroke
• Claim Form for Major Disease Part II – Heart Valve Surgery/Less Invasive Treatment of Heart Valve Disease

Disability/Premium Waiver

• Claimant's Statement of Disability
• Claimant’s Statement of Continued Disability

Death Benefit

• Proof of Death (Claimant's Statement)

Details of individual insurance claims procedures

Individual insurance claims (Macau)

• Pre-Authorization for Credit Service for Hospitalization Form (Macao)
• Claim Form for Major Disease - Kidney Failure
• Claim Form for Major Disease - Myocardial Infarction
• Claim Form for Major Disease - Cancer 
• Claim Form for Major Disease - Stroke
• Claim Form for Major Disease - Heart Valve Surgery/Less Invasive Treatments of Heart Valve Disease

Group medical insurance claims

Hospitalization and outpatient surgical

• Group Hospitalization & Surgical Claim Form For both hospitalization and outpatient surgical claim Try our eClaims Service Applicable for single hospitalization and outpatient surgical receipts not exceeding HKD3,000 **for selected group medical policies only Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

Outpatient and dental

• Group Medical Claim Form For outpatient and dental claims Try our new eClaims Service Applicable for single receipts not exceeding HKD3,000 **for selected group medical policies only Note: Please retain a copy of ALL claims documents (including this Claim Form and receipts) for your record.

Details of group insurance claims procedures

Change personal address and particulars

• Change of Contact Details Form For Personal Customer to change below contact details: Correspondence Address, Email Address, Contact Numbers

Change online

• Change of Personal Particulars Form For Personal Customer to change or correct below particulars: Name, Legal ID (e.g. HKID / Passport Number), Date of Birth, Sex
• Joint Owner Authorization Form For Joint Owners to apply for online services Note:  ALL  Joint Owners are required to sign
• Customer Consent to Use / Provision of Personal Data in Direct Marketing

Individual insurance (Hong Kong)

• Change Premium Payment Mode/ Method

Submit online          ( Learn more )

• Beneficiary Designation Form
• Change of Policyowner Personal Details Form
• Application for Dividend/Coupon Withdrawal or Transfer (Traditional/Universal Life Policy)
• Direct Debit Authorization (DDA) and Direct Credit Arrangement (DCA) Application (HKD ACCOUNT AUTOPAY)
• Direct Debit Authorization Form - Bank of China (HK)【USD ACCOUNT AUTOPAY】 (For Bank of China (HK) USD bank account holder only)
• Direct Debit Authorization Form - DBS【USD ACCOUNT AUTOPAY】 (For DBS USD bank account holder only)
• Credit Card Direct Debit Authorization Form (For Refundable Daily Hospital Cash Plan Only)
• Autopay Arrangement Form (For change request after Autopay set up only)
• Child Registration as Life Insured Form [Applicable for ManuPrimo Care (BestStart)]
• Risk Profile Questionnaire
• Individual Tax Residency Self-Certification Form (CRS) - Applicable to New Business Application Supplement
• Individual Tax Residency Self-Certification Form (CRS & FATCA) (Applicable to Existing Customers)
• Entity Tax Residency Self-Certification Form
• Controlling Person Tax Residency Self-Certification Form (CRS)
• Application for Maturity Withdrawal/Surrender (Traditional/Universal Life Policy) Form

If choosing to surrender your policy at the next policy anniversary, you must apply within two months prior to the Anniversary Date.

Individual insurance (Macau)

• CHILD REGISTRATION AS LIFE INSURED FORM [Applicable for ManuPrimo Care (BestStart)] (Macao)

Group Life & Health - Employee

• Evidence of Insurability
• Letter of Intent for Life Conversion Applicable for policy offered with Life Insurance Conversion Privilege
• Request to Exercise Medical Insurance Conversion Privilege Applicable for policy offered with Medical Insurance Conversion Privilege

Mutual Funds / Unit Trusts

Opening an InvestChoice Account

You can download the Offering Document, Annual Reports, Semi-Annual Reports and forms of Manulife InvestChoice on InvestChoice Website

Manulife Global Fund

You can download the Offering Document of Manulife Global Fund on Manulife Website.

Manulife Advanced Fund SPC

You can download the Offering Document of Manulife Advance Fund SPC on Manulife Website.

Manulife Hong Kong Series

You can download the Offering Document of the Manulife Hong Kong Series on Manulife Website

Managing an Account

Annual Reports

All annual reports and unaudited semi-annual reports of Manulife Advanced Fund SPC, Manulife Global Fund and Manulife Hong Kong Series (collectively, the “Reports”) are available in electronic format.

Printed copies of the Reports for Manulife Advanced Fund SPC and Manulife Hong Kong Series are available free of charge during normal working hours at the following locations:

23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon, Hong Kong 16/F, The Lee Gardens, 33 Hysan Avenue, Causeway Bay, Hong Kong SAR.

Printed copies of the Reports for Manulife Global Fund are available free of charge at any time during normal business hours on any Business Day at the following locations:

50/F, Champion Tower, 3 Garden Road, Central, Hong Kong 23/F, Manulife Tower, One Bay East, 83 Hoi Bun Road, Kwun Tong, Kowloon, Hong Kong 16/F, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong

If you are an existing share/unitholder and wish to request for printed copies of the Reports, or cancel such a request in the future, please complete the “ Manulife Global Fund - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports ”, " Manulife Advanced Fund SPC - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports ” and/or “ Manulife Hong Kong Series - Change of Record for Receipt of Printed Annual Reports and Unaudited Semi-annual Reports ”.

Alpha / Alpha Regular Investor / Matrix / ManuSelect Investment Protector / Flexible Investment Protector / Variable Investment Protector / ManuGift (Hong Kong)

• Investment Choice Table (Alpha /Alpha Regular Investor / Matrix / ManuSelect Investment Protector /Flexible Investment Protector / VIP+ / Manugift)
• Application for Change / Policy Payment (Investment-linked Policy)

Alpha / Alpha Regular Investor / Matrix (Macau)

Manulife investment plus / manulife investment solutions (hong kong).

• Supplementary information: Product Key Facts of Manulife Advanced Fund SPC This information is provided by Manulife Investment Management (Hong Kong) Limited. For Manulife Investment Plus/ Manulife Investment Solutions customers, please refer to the Product Key Facts of Manulife Advanced Fund SPC - China A Segregated Portfolio and Renminbi Bond Segregated Portfolio. After clicking download, you will be directed to the link managed by Manulife Investment Management (Hong Kong) Limited.
• Investment Choice Table (Manulife Investment Solutions / Manulife Investment Plus / Manulife Investment Plus 2 / Manulife Secure IncomePlus / Skyline)
• Application For Payout Distribution Investment Choice (For designated investment-linked assurance scheme only)
• Investment Choice Services Form For subscription, switching, redemption and full surrender services
• Policy Change Form
• Direct Debit Authorization (DDA) and Direct Credit Arrangement (DCA) Application

Manulife Investment Plus / Manulife Investment Solutions (Macau)

• Manulife Investment Solutions Manulife Investment Plus - Investment Choice Services Form
• Manulife Investment Solutions Manulife Investment Plus - Policy Change Form
• MISo / MI plus - Deed of Absolute Assignment
• Manulife Investment Solutions Manulife Investment Plus - Application for Payout Distribution - Investment Choice

Manulife Investment Plus 2 (Hong Kong)

• Investment Choice Services Form For top-up premium, switching, redemption and full surrender services

Manulife Secure IncomePlus (Hong Kong)

• Investment Choice Services Form For switching, withdrawal and full surrender services

MPF & ORSO - Employee

Manulife Global Select (MPF) Scheme (Personal Account) Application Package

Please read our MPF Scheme Brochure and the Key Scheme Information Document before you enrol.

A complete application package consists of these items. To open a Personal Account with Manulife, please download  ALL items.

• MPF Scheme Brochure
• Key Scheme Information Document
• Illustrative example for Manulife MPF Conservative Fund of the Manulife Global Select (MPF) Scheme
• On-going Cost Illustrations for Manulife Global Select (MPF) Scheme
• Application for Participation in Manulife Global Select (MPF) Scheme (Personal Account)
• Scheme Member's Request for Fund Transfer Form
• Scheme Member’s Request for Account Consolidation Form
• Guide to Scheme Member's Request for Account Consolidation Form (available in Chinese version only)

Employee Choice Arrangement (“ECA”) – Transfer Election Form

• Guide to Transfer Benefits under Employee Choice Arrangement
• Privileged Rates Program promotion leaflet shortcut

Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions) Application Package

A complete application package consists of these items. To open a Tax Deductible Voluntary Contributions Account with Manulife, please download  ALL items .

• Disclosure of Necessary Information to the Client
• Application for Participation in Manulife Global Select (MPF) Scheme (Tax Deductible Voluntary Contributions)
• Direct Debit Authorization
• Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”)
• Tax Deductible Voluntary Contributions promotion leaflet shortcut

Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution Member) Application Package

A complete application package consists of these items. To open a Flexi Retirement Contribution Member Account with Manulife, please download  ALL items .

• Key Scheme Information Document 
• Application for Participation in Manulife Global Select (MPF) Scheme (Flexi Retirement Contribution)
• Flexi Retirement Contributions promotion leaflet shortcut

Manulife Global Select (MPF) Scheme (Self-Employed Person) Application Package

A complete application package consists of these items. To enroll a self-employed account with Manulife, please download  ALL items . 

• Application for Participation in Manulife Global Select (MPF) Scheme (Self-Employed Person)

Manulife Global Select (MPF) Scheme Employee Application Kit

A complete employee enrolment package consists of these items. To enrol an employee into your sub-scheme, download and provide your employees with  ALL items .

• Manulife Global Select (MPF) Scheme Employee Enrolment Form
• Manulife Global Select (MPF) Scheme Contribution Investment Instruction/Fund Switching Instruction For you to change your investment portfolio.
• Tax Deductible Voluntary Contributions Instructions
• Flexi Retirement Contribution Instructions
• Scheme Member’s Request for Fund Transfer Form For self-employed person, personal account holder or employee ceasing employment to make a transfer of accrued benefits to another scheme or to retain within the same scheme as a personal account.

Please note that if you wish to transfer your accrued benefits from another scheme to Manulife, the transferred-in monies will be invested according to the “Contribution Investment Instruction” (“Instruction”) of your MPF account with Manulife. In case you have not given the Instruction for your MPF account, in particular if it is a Personal Account set up automatically to preserve your accrued benefits due to cessation of employment, the Instruction would have been defaulted as the “Default Investment Strategy”. If you are not sure about the Instruction of your MPF account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

• Scheme Member's Request for Account Consolidation Form For consolidating multiple personal accounts into one account.

Please read the ‘’Guide to Scheme Member's Request for Account Consolidation Form’’ (available in Chinese version only) before you complete the form.

For employee to transfer accrued benefits from contribution account in an original scheme to an account in a new/existing scheme nominated by the employee during employment.

Please read the  “Guide to Transfer Benefits under Employee Choice Arrangement”  before you complete the form. Please download BOTH items

• Scheme Member's Request for Transfer of Tax Deductible Voluntary Contributions (“TVC”) For TVC account holder to transfer benefits from a TVC account in an original scheme to a TVC account in another new scheme

Please note that if you wish to transfer your TVC benefits from another scheme to Manulife, the transferred-in monies will be invested according to the "Contribution Investment Instruction" ("Instruction") of your TVC account with Manulife. In case you have not given the Instruction for your TVC account, the Instruction would have been defaulted as the "Default Investment Strategy". If you are not sure about of your TVC account, please check and make necessary changes so that the transferred-in monies can be invested according to your preference.

• Minimum MPF Benefits Transfer Form for MPF Exempted ORSO Registered Scheme For MPF Exempted ORSO Registered Scheme member to transfer minimum MPF benefits to Manulife or another MPF scheme

Payment of Accrued Benefits to Scheme Members

• Manulife Global Select (MPF) Scheme Voluntary Contribution Withdrawal Form (For Self-employed Person/ Personal Account Member)
• Manulife Global Select (MPF) Scheme Request for Withdrawal of Flexi Retirement Contribution For you to withdraw the Flexi Retirement Contribution.
• Individual Tax Residency Self-Certification Form (CRS) This is a formal document for individual to declare his/her tax residence.
• Statutory Declaration on Cessation of Employment Only applicable to the circumstances that the former employer cannot be located or refuses to notify the trustee about the cessation of employment of its employee, subject to satisfaction of the trustee.

Manulife RetireChoice (MPF) Scheme (formerly known as Allianz Global Investors MPF Plan) Form Library

Macau Pension - Employee

• Change of Employer/Employee Allocation Percentage for Future Contribution / Transfer of Employer / Employee Past Accumulations (for Manulife (Macau) Pension Fund Scheme) - Employee's Decision
• Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) The Form is intended to be completed by a non-U.S. entity which is certifying it is the non-U.S. beneficial owner of a payment of income for current withholding tax purposes
• Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals) For foreign persons to certify their non-U.S. status (Individuals)
• Request for Taxpayer Identification Number and Certification The form is intended to be completed by US entity, or US citizen or resident. Please  click here   for the quick reference guide.

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