Everything you need, in one place.
| Title | Form number | Revision | Link |
|---|---|---|---|
| “In Good Order” (IGO) Transaction Guidelines – Investment Products Operations Administrative Guide | IP59 | 9/23 | View PDF |
| “In Good Order” (IGO) Transaction Guidelines – Life Operations Administrative Guide | LP1352 | — | View PDF |
| “In Good Order” (IGO) Transaction Guidelines for WFG – Life Operations Administrative Guide | WFG-LP2152 | — | View PDF |
| Activities (Ongoing) Questionnaire | CL2141 | 9/22 | View PDF |
| Activities Questionnaire | CL2140 | — | View PDF |
| Advisor Screening Questionnaire | DCC1698 | — | View PDF |
| Affidavit | IV1783 | — | View PDF |
| Alcohol Usage Questionnaire | UW-ALCQ377 | — | View PDF |
| Allocation Form | PS425 | — | View PDF |
| Amendment between ivari and Broker | DCC546 | — | View PDF |
| Application to Exercise Purchase Option Rider | PC1771 | — | View PDF |
| Assignment | DCC853 | — | View PDF |
| Attending Physician’s Statement of Continuing Disability | CL1676 | — | View PDF |
| Aviation/Ultralight/Ballooning/Hang Gliding Questionnaire | UW-AVIQ312 | — | View PDF |
| Broker’s Contract | DCC521 | — | View PDF |
| Broker’s Contracting Kit | DCC1514 | 6/25 | View PDF |
| Certificate of Incumbency | IP-LP1572 | — | View PDF |
| Certificate of Incumbency – Fillable form | DCC1137 | — | View PDF |
| Change of Beneficiary Form | PS367 | — | Complete online View PDF |
| Claimant’s Statement (for Investment Products) | CL766 | — | View PDF |
| Claimant’s Statement (Life Insurance Claim) | CL213 | — | View PDF |
| Code of Ethical Market Conduct | DCC1388 | 5/25 | View PDF |
| Collateral Assignment | PS391 | — | View PDF |
| Compassionate Assistance Program – Attending Physician’s Statement | CL1724 | — | View PDF |
| Confidential Business Financial Questionnaire | UW-BFINQ361 | 6/26 | View PDF |
| Confidential Personal Financial Questionnaire | UW-PFINQ362 | — | View PDF |
| Confirmation of Compliance by Financial Institution Locked-in Pension Funds | IP533 | — | View PDF |
| Contact Information Change | IV1527 | — | Complete online View PDF |
| Contingent Owner | PS373 | — | View PDF |
| Contract Requirements and/or Transfer Request | DCC358 | 10/25 | View PDF |
| Conversion Application | LP1285 | — | View PDF |
| Convert a Registered Retirement Income Fund (RRIF) to a Registered Retirement Savings Plan (RRSP) | IP1119 | — | View PDF |
| Corporate/Non-Corporate Entity/Trust Ownership | IP-LP1166 | — | View PDF |
| Critical Illness Attending Physician’s Statement | CL1476 | — | View PDF |
| Critical Illness Claimant’s Statement | CL1477 | — | View PDF |
| CriticalADVANTAGE Claimant’s Statement | CL1007 | — | View PDF |
| Dealer/Nominee Transfer Form | IP1186 | — | View PDF |
| Declaration of tax residency for an entity | IP-LP1601 | — | View PDF |
| Direct Deposit Information | DCC290 | 4/23 | View PDF |
| Drug usage questionnaire | UW-DRUGQ378 | — | View PDF |
| Education, Training and Experience Questionnaire | CL2142 | — | View PDF |
| Electronic Funds Transfer (EFT) for express invoice payment | CL2139 | — | View PDF |
| Employer’s Statement Questionnaire | CL2143 | — | View PDF |
| Financial Service Form | IP416 | 1/25 | View PDF |
| Five for Life Fund Code Chart | IP1348 | 6/23 | View PDF |
| Foreign Death Questionnaire | CL1720 | 2/24 | View PDF |
| Foreign Travel Questionnaire | UW-FTQ399 | — | View PDF |
| GROWSafe (GS) / GROWSafe2 (GS2) Fund Code Chart | IP1372 | — | View PDF |
| GROWSafe3 (GS3) Fund Code Chart | IP653 | — | View PDF |
| Identity and Third Party Determination | IP-LP782 | — | View PDF |
| imaxx Guaranteed Investment Funds Application | IP881 | 12/24 | View PDF |
| imaxx Guaranteed Investment Funds Information Folder | IP882 | — | View PDF |
| imaxxGIF Fund Code Chart | IP884 | — | View PDF |
| Information organizer | LP1750 | 6/24 | View PDF |
| Initial Attending Physician’s Statement | CL1008 | — | View PDF |
| Insurance Application | LP257 | — | View PDF |
| Insured’s Request for Living Benefits | CL1725 | — | View PDF |
| Insured’s Request for Compassionate Assistance Benefit | CL2111 | — | View PDF |
| Insured’s Statement for Disability and Waiver Claim | CL1009 | — | View PDF |
| Investment Managers Series (IMS) III Fund Base Guarantee* form | IP1292 | — | View PDF |
| Investment Objectives & Segregated Fund Options | IP1478 | 9/15 | View PDF |
| Investor profile questionnaire | LP1402 | 11/21 | View PDF |
| Investor profile questionnaire – WFG advisors | WFG-LP1222 | — | View PDF |
| ivari Guaranteed Investment Funds – Fund code chart | IP1347 | — | View PDF |
| ivari Universal Product Overview | LP1826 | — | View PDF |
| ivari’s non face-to-face application guidelines | IV1616 | — | View PDF |
| ivari’s non-face-to-face insurance application guidelines – WFG advisors | WFG2012 | 9/21 | View PDF |
| ivari’s Underwriting Requirements – Life Insurance Products & Critical Illness Protection Riders | LP2027 | 9/25 | View PDF |
| ivari’s Underwriting Requirements Chart for Life Policy Changes | LP1416 | 5/26 | View PDF |
| Job Analysis | CL1464 | — | View PDF |
| Limited Power of Attorney – ivari Investment Product Contracts | IP177 | — | View PDF |
| Limited Power of Attorney – Life Products | LP183 | — | View PDF |
| Managing Broker’s Contracting Kit | DCC1515 | — | View PDF |
| Market Intermediary Agreement | DCC522 | — | View PDF |
| Market Intermediary Agreement (MIA) Kit | DCC1513 | — | View PDF |
| Martial Arts & Combat Sports Questionnaire | UW-MARTSQ1880 | — | View PDF |
| Medical Authorization | UW-LP1094 | — | View PDF |
| Motor Vehicle Authorization (Alberta) | MVR-AB | — | View PDF |
| Motor Vehicle Authorization Form (British Columbia) | MVR-BC | — | View PDF |
| Motor Vehicle Authorization Form (Manitoba) | MVR-MB | — | View PDF |
| Motor Vehicle Authorization Form (Northwest Territories) | MVR-NT | — | View PDF |
| Motor Vehicle Authorization Form (Quebec) | MVR-QC | — | View PDF |
| Motor Vehicle Authorization Form (Saskatchewan) | MVR-SK | — | View PDF |
| Motor Vehicle Authorization Form (Yukon) | MVR-YT | — | View PDF |
| Motor Vehicle Authorization Form & Letter (Nunavut) | MVR-NV | — | View PDF |
| Motorized Vehicle Questionnaire | UW-DRIVQ379 | — | View PDF |
| Motorized Vehicle Racing Questionnaire | UW-RACEQ401 | — | View PDF |
| Mountaineering Questionnaire | UW-MTNQ398 | — | View PDF |
| Nervous Disorder Questionnaire | UW-NERVQ346 | — | View PDF |
| NN IP Segregated Funds Products Fund Code Chart | IP1373 | — | View PDF |
| Non-Financial Service Form for Existing Clients Only | IP426 | — | View PDF |
| Notice of Cancellation Movable Hypothec without Delivery (Québec) | PS2137 | — | View PDF |
| Notice of Movable Hypothec without Delivery (Québec) | PS1462 | — | View PDF |
| Notice of Transfer of Ownership for Insurance Products | PS371 | 2/26 | Complete online View PDF |
| Overhead Expense Application Supplement Download | PC1772 | — | View PDF |
| Parachuting/Sky Diving Questionnaire | UW-PARAQ394 | — | View PDF |
| Paramedical Examination Report | UW-LP40 | 7/22 | View PDF |
| Physician’s Statement Proof of Death | CL990 | — | View PDF |
| Plan Type Registration Change | IP421 | — | View PDF |
| Policy Change Application | LP386 | — | View PDF |
| Policy Ownership for Corporate & Non-Corporate Entities or Trusts | IP-LP1747 | — | View PDF |
| Policy Service Application | PS339 | — | Complete online View PDF |
| Politically Exposed Persons and Head of International Organization | IP-LP1165 | — | View PDF |
| Politically Exposed Persons and Head of International Organization for Claims – For beneficiary use only | CL2110 | — | View PDF |
| Pre-Authorized Debit (PAD) for Insurance Products | PS375 | — | Complete online View PDF |
| Pre-Disability Self Employed Profile | CL1465 | — | View PDF |
| prosperity Guaranteed Life and prosperity Simplified Life Product Guide | WFG2228 | 12/25 | View PDF |
| prosperity Universal Life Fund Code Chart – WFG advisors | WFG-LP1779 | 10/24 | View PDF |
| Questions to be Posed when a Spouse Claims as Beneficiary | CL580 | — | View PDF |
| Reinstatement and non-smoker change application for Guaranteed and Simplified policies | LP1990 | — | View PDF |
| Release of Collateral Assignment | PS2136 | — | View PDF |
| Request for Change of Servicing Representative | DCC369 | — | View PDF |
| Request for Registration as a RRSP | PS341 | — | View PDF |
| Residual Income Loss – Current Earnings Statement | CL383 | — | View PDF |
| Residual Income Loss Prior Earnings Statement | CL356 | — | View PDF |
| Respiratory (Asthma) Questionnaire | UW-RESPQ347 | — | View PDF |
| Scuba Diving Questionnaire | UW-SCUQ395 | — | View PDF |
| Segregated Funds Products Fund Code Chart | IP1490 | — | View PDF |
| Seizure Questionnaire | UW-SEIZQ349 | — | View PDF |
| Simply Guaranteed Life and Simplified Life Product Guide | LP2227 | 11/25 | View PDF |
| Single Premium Immediate Annuity (SPIA) Application | IP-NB151 | — | View PDF |
| Smoking and/or Tobacco Questionnaire | UW-SMOKQ376 | — | View PDF |
| Statement of Persons Insured under Family Insurance Rider | CL578 | — | View PDF |
| Summary of ivari’s segregated funds | IP1371 | 3/20 | View PDF |
| Supplemental Health Questionnaire for the Insurance Application | LP-HS2126 | — | View PDF |
| Supplementary Statement of Disability | CL335 | — | View PDF |
| Termination of Assignment | DCC854 | — | View PDF |
| TermSelect Rate Guide | LP471 | — | View PDF |
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract | IP1212 | — | View PDF |
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract – Electronic Kit | IP903T | 12/21 | View PDF |
| Transfer from a Registered Qualified Policy to an ImaxxGIF Contract – Product Comparison Chart | IP1281 | — | View PDF |
| Transfer of Ownership – Investment products | IP1270 | — | View PDF |
| Unclaimed Property Request | LP-IP1451 | — | View PDF |
| Underwriting Height and Weight Chart | LP1403 | 11/23 | View PDF |
| Underwriting requirements chart for Critical Illness policy changes | LP1662 | 1/19 | View PDF |
| Universal Life Fund Code Chart | LP946 | — | View PDF |
| Valid industries and occupations | IP-LP1971 | — | View PDF |
| Variable Investment Options (VIO) & General Interest Options (GIO) Universal Life Fund Code Chart | LP946C | — | View PDF |
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