Manulife forms
Use these forms to submit a request, update your information, or get support.
Access your tax receipts now
Use these forms to submit a request, update your information, or get support.
The purpose of this form is to obtain the medical information required to assess your request for a drug on the Prior Authorization list under your drug plan benefit coverage.
Use this form to submit extended health care claims to the group benefits plan.
Use this form to submit dental claims to the group benefits plan.
Designation of beneficiaries for Basic life and/or Basic accidental Death. Plus Optional Life and/or Accidental Death.
To inform us about the death of someone who has/may have a policy, product or plan with us, complete this digital form.
Enrolment or re-enrollment application to the group benefits plan.
Designation of beneficiaries for Basic life and/or Basic accidental Death. Plus Optional Life and/or Accidental Death.
Form used to decline coverage under the group benefits plan issued or to be issued
Use this form to request or terminate over-age student dependent coverage.
Use this form to submit extended health care claims to the group benefits plan.
Use this form to submit dental claims to the group benefits plan.
The purpose of this form is to obtain the medical information required to assess your request for a drug on the Prior Authorization list under your drug plan benefit coverage.
Use this form to submit claims to the group benefits plan for physician’s fees and hospital services incurred outside of Canada or outside of your home Province.
Use this form to apply for approval of Brand-Name drug pricing above the lowest cost interchangeable drug price.
Application for a Non-Registered Savings Plan (NRSP)
Form use to enroll members into a RIF, LIF, LRIF, PRIF or RLIF .
Payer authorization for pre-authorized debit plan
Pre-Authorized Cheque Plan
Form use to enroll members into a RIF, LIF, LRIF, PRIF or RLIF .
Contribution to your Non-Registered Savings Plan (NRSP)
Transfer authorization for registered investments RRIF, LIF, LRIF, PRIF, RLIF
Investment Change
request form for changes
Change Request RRIF, LIF, LRIF, PRIF
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP contract in which directly held stock is the only investment.
This document includes locking-in provisions for your RSP contract in which directly held stock is one of the many options for investment.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
This document includes locking-in provisions for your RSP or RIF contract.
Termination request and Transfer authorization to Manulife Group Personal Registered or Non-Registered Savings Plan
Transfer Authorization
Notice of Death
Notice of Death Group Retirement Income (RRIF / LIF / LRIF / PRIF/ RLIF)
To withdraw money from your group retirement income plan (GRIP)
Use this form to name a beneficiary as described in your contract and permitted by law. (NN0283E)
Use this form to change the address for more than one policy or account you hold. Do not use this form to change the address for any employer-sponsored plans (pension or benefit plans). (NN1572E)
Request for Name Change due to marriage, divorce, or adoption (NN0741E)
Use this form to set up or change a pre-authorized debit plan. (NN0312E)
Use this form to make changes to Universal life investment accounts (NN0946E)
Use this form to cancel a policy and the insurance coverage. (NN0387E)
Application for policy loan or withdrawal (NN0522E)
Complete this form to apply for a disability benefit payment from a Manulife life insurance policy.
Use this form to make a change to any other type of life, disability or critical illness insurance policy, or a Synergy combined insurance solution. When evidence of insurability is required. (NN7001E)
Use this form to apply for a child protection rider coverage on your life insurance policy. (NN1643E)
Complete this form to change a Manulife insurance policy when evidence of insurability is not required. For policy types OTHER THAN Performax Gold and Performax policies. (NN0739E)
Request for change for policy types other than Performax Gold and Performax Policies or Performax Gold and Performax Policies. Evidence of Insurability NOT required (NN0739PMAX)
Use this form to reinstate a life insurance policy that lapsed within the past six months.
Use this form to make a death claim for Life Insurance and Affinity Markets or Investment Products
Use this form to state a critical illness claim.
Beneficiary designation or direction of payment previously made in respect to the proceeds payable. (AF1320E)
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form. (AF1323E)
Affinity Markets - Collateral Assignment Form (AF1446E)
Application for Change to Non-smoker Rates (AF0272E)
Change of Ownership (AF1445E)
This form is to be completed only if the insurance is subject to the laws of the province of Nova Scotia.
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form.
Use this form to change your smoking status to non-smoker.
Complete this form to add family members to a Manulife Affinity Markets Guaranteed Issue Plan. (AF1436E)
This form contains the application for change to enroll additional family members to an underwritten plan. (AF1437E)
Application to Request benefit downgrade
Application for change to reinstate health and dental coverage (AF1439E)
Use for dependant reaching the maximum age limit outlined in your contract (AF1490E)
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form. (AF1323E)
For reimbursement of health care benefits such as prescription drugs, registered specialists or therapist’s visits, you need to complete this form. (CM5000E)
Complete this form to make a dental claim for a Manulife Affinity Markets plan.
For Small Businesses to be able to advise on the form, all policies that they are going to manage the monthly/semi-annual or Annual premiums for.
The purpose of this form is to obtain the medical information required to assess your request for a drug on the preauthorization list under your drug plan benefit coverage.
The purpose of this form is to obtain the medical information required to assess your request for Medical Equipment and Supplies on the Pre Authorization list under your plan benefit coverage.
Request for Approval of Multi-Source Drug – Drug Essentials Formulary – H&D Individual Insurance | Manulife
For reimbursement of health care benefits such as prescription drugs, registered specialists or therapist’s visits, you need to complete this form.
For reimbursement of dental care expenditures have this form completed by your dentist or dental specialist.
Policyholders wanting to make a name, address or payment information change to their inforce insurance coverage should complete this form.
Often, day-to-day Group Benefits account activities include working with one of these forms:
You’ll find links to these and other forms below.
To find disability claim forms, please sign in to your plan on the website, or mobile app.
Once you finish filling out the form, you can send it in to us online through your plan on the website, through the mobile app, or by regular mail. Here are details on each method:
Once you have registered on the site or app, you can submit your claims online. To do so:
On desktop:
Step 1 – Sign in to your plan on the website.
Step 2 – Click on the Submit a claim button (located in the top right corner of the screen, under Common Tasks). A Welcome message opens on the desktop. Click Continue.
Step 3 – Follow the prompts.
On the app:
Step 1 – Sign in to your plan on the app.
Step 2 – Click on the Submit a claim button (top left corner of the app screen). The New Claim window opens.
Step 3 – Under Claim types, choose the type of claim you wish to make.
Step 4 – Follow the prompts.
You can submit your claim online if:
Please submit all other claims on paper.
Digital file restrictions
Step 1 – Download the iOS or Android app (find more information on downloading and using the app on our Manulife app web page).
Step 2 – Once you are registered on the app, you can submit your claims online.
Step 3 – Sign in to the app to send us your claim anytime, from anywhere.
Step 4 – Please remember to attach any required supporting documents to your claim (i.e., receipts, provincial coverage details, statements from other health plans); just scan or take a picture of the document, attach it digitally, and send it in with the claim, through the app.
You can submit your claim online if:
Please submit all other claims on paper.
To submit your claim on paper:
Step 1 – Print and complete the appropriate health or dental claim form (We list five frequently used health or dental claim forms below, after ‘Account management forms’).
Step 2 – Attach your receipts and supporting documentation
Step 3 – Mail it to the address on the form
You might want to join your group retirement program, put money into your plan, take money out of your plan (withdrawal), change your funds, or change your personal information.
You’ll find information and links to forms to help you join a plan or make a change below.
Get step by step instructions on withdrawing money from your plan.
Go to the group retirement site and scroll down to the Manage my money section for full details.
Your group retirement program is the whole package—everything your organization has put together to help you save.
Within your program, you can put your money into a plan like a:
Your program might include more than one plan. Pick the right form for the plan you want to join or change. The full list of forms is below.
Once you finish filling out the form, you can send it to us online, through the mobile app, or by regular mail. Here’s how:
Once you’ve registered on the site, you can submit your form online:
Step 1—Find the right form and fill it out.
Step 2—Sign in to your account online.
Step 3—Go to “My account” then click “Send documents”.
Step 4—Follow the steps to send in your form.
Step 1—Fill out the form and print it out.
Step 2—Follow the mailing instructions included on the form.
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.
If you need help joining your Manulife group retirement program, contact us Monday through Friday, 8:00 a.m. to 8:00 p.m. Eastern time.
Canada:
1-888-727-7766
At some point you may need to make changes to your insurance coverage details (e.g., beneficiary changes, bank account updates, address changes), or make an insurance claim.
To process transactions like these, we need the appropriate form(s) completed.
For many customers, information provided on a form (e.g., to make an address change, or update banking information) can now be provided to Manulife online.
To find out if you can update some of your policy information online, please click on the accordion below titled ‘Online’.
We also receive completed forms by mail, email or fax (if available). Details on these methods are included below.
Step 1 - Visit the Personal insurance web portal to confirm if your insurance policy is accessible online.
Step 2 - Yes, it’s online: If it’s online, log in with your Manulife ID and take the next steps to update your information online.
Step 3 - No, it’s not online: If you can’t access your insurance policy online, simply complete the needed form (many are listed below) and send it in to us by email, fax or regular mail.
Step 1 – Fill in the form, and print it out.
Step 2 – Follow the mailing instructions included right on the form.
Step 3 – If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans).
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
Step 1 – Fill in the form, and print it out.
Step 2 – Follow the fax instructions included on the form.
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
Step 1 – Fill in the form and save it with policy name and policy owners’ name.
Step 2 – Send an email to: manulife_insurance@manulife.ca
Step 3 – Populate the subject line with the policy owner’s name, policy number and the requested action.
Step 4 – Attach your saved form and add any additional notes to the body of the email
Step 5 – If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans).
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
To take action on a policy, we often require a completed form.
Once completed, please send us your form by email, mail or fax (if available). Details on these methods are below.
Step 1 – Fill in the form, and print it out.
Step 2 – Follow the mailing instructions included right on the form.
If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans).
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
Step 1 – Fill in the form, and print it out.
Step 2 – Follow the fax instructions included on the form.
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
Step 1 – Fill in the form and save it with policy name and policy owners’ name.
Step 2 – Send an email to: manulife_insurance@manulife.ca
Step 3 – Populate the subject line with the policy owner’s name, policy number and the requested action.
Step 4 – Attach your saved form and add any additional notes to the body of the email
Step 5 – If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans).
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
The following forms for health and dental insurance let us reimburse you for expenses you’ve paid out of pocket.
Once completed, please send us your form by mail or fax (if applicable). Details about both methods are below.
Step 1 – Fill in the form, and print it out.
Step 2 –Follow the mailing instructions included right on the form.
If submitting a claim, remember to include and attach any supporting documents requested (e.g., receipts, provincial coverage details, statements from other health plans).
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
Step 1 – Fill in the form, and print it out.
Step 2 – Follow the fax instructions included on the form.
If you need help, contact us Mon. to Fri., 8 a.m. to 8 p.m. ET.
NOTE: If you receive a message that says “The document you are trying to load requires Adobe Reader 8 or higher,” it is likely because your web browser is unable to open the file. If this happens, locate the downloaded file on your computer and open it directly from that location - this is usually the "Downloads" folder.
Here’s how to:
Scenario one:
Scenario two:
Scenario one:
Scenario two:
If applicable, you may need to contact your local IT department to make sure your web browser has been set up properly (note: in some cases your IT department has the Admin rights to allow you to change the settings on your computer.
Also, if when accessing a PDF file, you see a message that asks if you would like to open the document in a browser, you should always click ‘No’.