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Send documents

Send us your form or document securely, without a trip to the post office.

How to send us a request

  1. Choose your form from the list, or search for it. Note that eSignatures for a Change of Beneficiary are accepted in AB, BC, MB, NB, NL, ON and QC only.
  2. Complete the form fully and sign the document. Accepted formats are PDF, JPEG, JPG, PNG, TIFF and TIF.
  3. Use the Send Documents tool to transmit your files securely.

Download and save PDF forms to your device and use Adobe Reader to complete and save them.

What do you want to do?

  • Cancellation of policy
  • Bank account change
  • Stop or resume Pre-Authorized Debit
  • Beneficiary change
  • Address change and contact information update
  • Fund transfer
  • Withdrawal date change
  • Transfer of ownership
  • Partial withdrawals
  • Name change
  • Request a loan
  • Reduce face amount or coverage
  • Cancellation of coverage or rider

Search for a form

A searchable database of over 100 forms covers applications, questionnaires, claim documents, authorization forms and policy management forms, each with a download link.

Advice should feel personal.

Find a local advisor in your community who can help you protect what matters and plan for what’s next.