Do you know?
Use the Client Portfolio tool to change an address in real time. As for a change to banking information, it must be requested in the
Service Inquiries tool. Once you’ve made the change, it is updated in our administrative systems. So, skip the call (and the wait!) and make the changes whenever you’d like.
How it works
Here are some tools to help you get started:
- Always
verify the client’s identity before updating their address.
If an address is updated without identity verification, a third party might receive confidential information or a cheque. - Only the policyowner is authorized to request to change his address.
Exclusions
Don’t change the address yourself if:
- Someone other than the policyowner has requested the change
- The person requesting the change is acting under a power of attorney (notarized or otherwise)
- A proxy decision maker has been named
- A claim is being processed
Questions?
Call our Client Relations Centre: 1-888-558-5525
