Here you will find answers to commonly asked questions.
You have three options: complete and submit the change online, call us directly at 1-800-846-5970, or complete the Contact Information Change form. The fastest method is the online tool. Forms can also be mailed to ivari, P.O. Box 4241, Station A, Toronto, ON M5W 5R3.
To set up or change Pre-Authorized Debit payments, complete and submit the change online, or complete the Pre-Authorized Debit form and submit it through the Send Documents tool or by mail. Contact your advisor or call 1-800-846-5970 for assistance.
Submit an online Beneficiary Change, or complete the Change of Beneficiary form. All policy owners, including any irrevocable beneficiaries, must sign the form. eSignatures are currently accepted in AB, BC, MB, NB, NL, ON and QC. In other provinces, download, print and sign the PDF version, then send it using the Send Documents tool.
Complete and submit the transfer online, or complete the Notice of Transfer of Ownership form. A transfer of ownership may have tax consequences depending on the owner’s relationship as described in the Income Tax Act. For more clarification, refer to the Income Tax Act or contact your financial advisor.
There are three ways to make your scheduled premium payments: Pre-Authorized Debit, online banking, and cheque by mail. Credit cards are not currently accepted.
This process is known as a conversion, and it will ensure that you have coverage for life. Your advisor can assist. If you need your advisor’s information, call 1-800-846-5970.
Submit an online Policy Service Application, completing the relevant section, or complete the matching sections of the Policy Service form. A loan or withdrawal against your universal life policy may cause the policy to lapse if it is not adequately funded, and the transaction may have a taxable consequence.
Submit an online Request for Servicing Representative Change, or send a completed Request for Change of Servicing Representative Form (DCC 369) or a Letter of Direction, signed by the policy owners and the new servicing agent, including your policy numbers.
Customer Service is available toll free at 1-800-846-5970. Policy correspondence can be mailed to ivari, P.O. Box 4241, Station A, Toronto, ON M5W 5R3.
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