Most forms are available to complete online and sign electronically. You can also print them and have them signed by hand. Some forms are only available to view online: you need to follow the normal procedure to order them.
Designation or Change of Beneficiary - Opens in a new window.Request for Change of Policyowner - Opens in a new window.
Request for Change Without Evidence - Opens in a new window.
Pre-Authorized Debit Agreement (PAD) – Payor's authorization - Opens in a new window.
nsurance Application – Life, Health and Disability - Opens in a new window.Try the e-application—the quickest way to submit your insurance applications
For links to investment product forms on government websites, see the Government forms page.
Note : Depending on your browser and applications, some PDF form features may be disabled. To make sure you can use these features, download the PDF before you fill it out.
If the disability income contract is part of a grouping of contracts wherein the benefit becomes taxable, this Form must be filled. Applicable in all provinces.Available in PDF only..
Must be completed for life, critical illness and disability insurance products (SOLO Disability Income and SOLO Loan Insurance) and for SOLO Healthcare.
Available in PDF only.
This form is applicable in all provinces.
Available in PDF only. This form is applicable in all provinces.
Must be provided with Part 1 of the Provisional critical illness insurance agreement included in the insurance application (PDF only).
