Manage my information

1. Sign in
2. Go to More Account Options > My Profile > Change Communication Preference to switch to electronic statements

1. Sign in to the Manulife Mobile app on your phone or tablet.
2. Tap your name.
3. Select Statement delivery and enable Go paperless.

Enable notifications
Set up email or text notifications to alert you when a new statement is available and if there are any important updates regarding your account.

Keep digital records
Download and save your online statements to your computer or cloud storage for easy access and recordkeeping. This helps you maintain a backup of your financial records.

Secure your online access
Use strong, unique passwords for your online accounts and enable two-factor authentication to enhance security. Regularly update your passwords and monitor your accounts.

Here’s another way to access your statements
If you have the Manulife Mobile app downloaded and you’re on your phone now, here’s a direct link.

Are online statements secure?
Yes, Manulife uses encryption and other security measures to protect your information. Also, be sure to use strong passwords and enable security features, such as two-factor authentication.

Will I be notified when my statement is available?
Yes, you can set up email alerts to let you know when a new statement is available. You can enable alerts through the notification settings in your online account.

Is there a cost associated with switching to online statements?
No, it’s free.

• Sign in
• Contact us
• Download the app

1. Sign in
2. Go to  Profile > Manage my profile
3. Check if you should make changes to your personal information with us or through your HR team.
4. If you can make changes with us and your plan allows you to change your personal information online, make the changes.

Otherwise, complete a form for the plan you wish to change your information for:

• Request for change— RRSP, TFSA, LIRA, RPP, NRSP, DPSP, EPSP
• Request for change— RRIF, LIF, LRIF, PRIF, RLIF

Send us the completed form. Sign in and go to My account > Send documents or use the mailing instructions on the form.

For some changes, you’ll also need to send us supporting documents; for example, if you’re changing your name or updating your marital status to single or divorced.

Have everything handy
Make sure you have the necessary information, such as your group policy number and customer number.

Update other accounts
Make a list of all your accounts that require updating, such as banking, investments, and insurance. This ensures consistency and prevents any issues with account verification in the future.

Secure your accounts
After updating your personal information, review your account security settings. Update passwords if necessary and enable two-factor authentication to protect your accounts.

How long does it take for changes to be processed?
Processing times can vary depending on the type of change you requested.

• Sign in
• Contact us

To add a new bank account to your plan or change the bank account that’s already on your plan through the secure site, follow these steps:

1. Sign in
2. Go to More Account Options > My Profile > Add/Change Banking information and follow the steps.
3. If you expect to contribute regularly to your plan using money from this account:
   • On the confirmation screen, click the printer-friendly version link under Payer authorization for a 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 More Account Options > 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.

Otherwise:

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

1. Fill out a payer authorization for pre-authorized debit plan form.
2. Send us the form you filled out—sign in and go to More Account Options > 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.

1. Sign in to the Manulife Mobile app.
2. Tap on your name.
3. Select Banking info and tap Add.
4. Follow the instructions to add a bank. You’ll need to have your banking account details and a void cheque on hand.

Gather necessary information
Have your new banking details ready, including your new bank account number, routing number (or equivalent), and any other relevant information. Be sure to check the information when you enter it.

Only use secure methods
When providing your new banking information, use secure methods such as the secure site or the Manulife Mobile app. Avoid sending sensitive information through unsecured email.

Monitor your accounts
Keep an eye on both your old and new bank accounts during the transition period to ensure that transactions are being processed correctly.

Allow sufficient time for processing
Changing banking information can take several business days to process. Plan your changes well in advance of any upcoming deadlines to avoid disruptions.

What documentation do I need to change my banking information?
You’ll need your new bank account number and routing number. You can find this information on your voided check or a bank statement.

How long does it take for the change to take effect?
The processing time can vary depending on the method you use (electronically or by mail). It generally takes a few business days to a couple of weeks.

What should I do if I find an error after changing my banking information?
If you notice any errors or discrepancies after updating your banking information, contact us immediately to fix the issue and avoid delays.

• Sign in
• Contact us
• Download the app

1. Sign in
2. Go to More Account Options > My Profile > View My Member Information.
3. Click on Select a policy to choose the plan where you want to update the beneficiary. You’ll need to repeat this process for each plan you wish to update.
4. Scroll to the Beneficiary information section to update it.

Otherwise

1. Complete a form for each plan you wish 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? They’ll need to sign the form to consent to the change.
2. Send us the completed form. Sign in and go to More Account Options > My Account > Send documents or use the mailing instructions on the form.

1. Sign in to the Manulife Mobile app.
2. Tap your name and select Beneficiary info.
3. Select a plan and follow the steps to check or change the beneficiary for that plan. Go through these steps for every plan you wish to change your beneficiary for.

Need help? Follow these step-by-step instructions.

Review the terms of your plan
Before making any changes, review the terms of your plan to understand the process and any implications of changing your beneficiary.

Gather necessary information
Have the full legal name and date of birth for the new beneficiary ready. Complete and accurate information is crucial to avoid any issues.

Consult with a professional
Consider consulting with a financial advisor or attorney, especially if the change is part of a larger estate planning strategy. They can provide guidance and ensure that your wishes are properly documented.

Notify current beneficiaries
If appropriate, inform any current beneficiaries of the change. This can help avoid confusion or disputes in the future.

What information do I need to provide to change my beneficiary?
The full legal name of the new beneficiary, date of birth, and address.

Are there any fees associated with changing my beneficiary?
There are no fees for changing your beneficiary.

How long does it take for the change to take effect?
The processing time can vary.

What should I do if I want to designate multiple beneficiaries?
You can designate multiple beneficiaries and specify the percentage of the benefit that each should receive. Ensure that the total allocation for all beneficiaries adds up to 100%.

• Sign in
• Contact us

Consult Manulife’s privacy policy for details on the collection and use of personal information.

• Contact us
• Privacy policy