ivari

Forms for clients

The forms policyholders and beneficiaries need most, ready to complete online or download as a PDF.

What would you like to do?

  • Change your address or contact information
  • Change a beneficiary
  • Change your bank account, or stop and resume Pre-Authorized Debit
  • Transfer ownership of a policy
  • Request a loan, or make a partial withdrawal
  • Reduce a face amount, or cancel a coverage or rider
  • Cancel a policy
  • Correct or change a name

How to submit a form

Download and save PDF forms to your device and use Adobe Reader to complete and save them. Completed forms can be sent securely with the Send Documents tool, or mailed to ivari, P.O. Box 4241, Station A, Toronto, ON M5W 5R3.

Need help?

Contact your advisor, or call ivari Customer Service at 1-800-846-5970, Monday to Friday, 8:00 a.m. to 7:00 p.m. ET.

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