Most forms are available to complete online and sign electronically. You can also print them and have them signed by hand. Some forms are only available to view online: you need to follow the normal procedure to order them.
Designation or Change of Beneficiary - 17073E (PDF, 1 MB) - Opens in a new window.Request for change of policyowner - 09614A (PDF, 1 MB) - Opens in a new window.
Request for change without evidence - 09219E (PDF, 2 MB) - Opens in a new window.
Pre-authorized debit agreement - PAD - Payors authorization - 09312E (PDF, 967 KB) - Opens in a new window.
Insurance application - Life, health and disability - 07002E (PDF, 6 MB) - Opens in a new window.Try the e-application—the quickest way to submit your insurance applications
For links to investment product forms on government websites, see the Government forms page.
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This form is provided according to the Quebec Supplemental Pension Plans Act.
For transfers from RSP, LIRA, LIF, RIF.
Resolutions of the Client Entity authorizing the signature of any necessary document for the issuance of an insurance contract including the Identity Verification Supplementary Form 08295
Available in PDF only. This form is applicable in all provinces.
