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The 100-year life: why Gen Xers shouldn’t rely on inheritance to fund retirement

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Change your beneficiary

When you purchase a life insurance policy, or join a retirement plan through work, you’re asked to name a beneficiary. At certain times in life, however (e.g., divorce, relationship changes), a change in beneficiary may be required.

To complete the change, based on your relationship with Manulife, choose from the listed categories below, then complete and provide us with the appropriate signed form.

(Note: the instructions below do not apply to all plans. If you are unable to update your information using the instructions below, call the Customer Service Centre for directions specific to your plan.)

To update the name of your beneficiary(ies), if your life insurance is with Manulife:

  1. Sign in to your plan on the website.
  2. In the left navigation menu, click on Information & Assistance. Then click on Forms. Then click on Administration Forms to find the Change of Beneficiary form.

OR

  • Download the Beneficiary designation form (PDF) (it may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us.

Download this Beneficiary designation form (PDF) to make a beneficiary designation as described in your contract and permitted by law (Note the document may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us.

As a Group retirement plan member, to change, add or delete a beneficiary, you can:

  1. Sign in
  2. Go to My Profile →  View My Member Information→ Beneficiary Information section → Update

Otherwise ...

  1. Fill out a form for the plan you want to change your beneficiary for.
    Request for change - RRSP, TFSA, LIRA, RPP, NRSP (PDF)
    Request for change - RRIF, LIF, LRIF, PRIF, RLIF (PDF)
    Did you name an irrevocable beneficiary last time? Make sure they sign the form.
  2. 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 1 888 727-7766, Monday to Friday, 8 a.m. to 8 p.m. ET.

Download this Beneficiary designation form (PDF) to make a beneficiary designation as described in your contract and permitted by law (Note the document may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us.

As a Manulife Bank customer, to change a beneficiary for an RRSP, RRIF or TFSA, please download this form (PDF) (Note the document may download to the left lower corner of your screen, depending on your browser settings). Save a copy to your computer, fill in the information, and send the completed form to us. 

Visit the bank’s Find a form page for further information and resources.

You may also wish to:

  • Change your address

       
  • Change your bank information