Guarantee Advantage July 2012
Administrative Forms

Important:

  • If you should print the following forms, please make sure of its quality and take into account the number of copies required, when applicable.
  • To access the French version of the forms, select "Français" on the upper right hand side of your screen.
     
  • All Provinces except Quebec 
  • Quebec only
       

All Provinces except Quebec

Changes

Financial Values

General Forms

If the disability income contract is part of a grouping of contracts wherein the benefit becomes taxable, the following form must also be filled:

Amendment - Disability Income Insurance Plan - 09079E (09-04)
   1 page - 49 kb

Authorization to Collect and Disclose Personal Information to a Third Party -
17008A (10-12)
   1 page - 25 kb 

Indexed Investments - Flex Plus II - 02100E (10-02)
   2 pages - 57 kb

Indexed Investments - Fortune Plus - Flex Plus - 99093E (10-02)
   2 pages - 50 kb

Life Insurance Replacement Declaration
   1 page - 70 kb

PACE Index Investments - 00256E (08-12)
   1 page - 46 kb

Pre-Authorized Debit Agreement (PAD) Payor's Authorization - 09312E (10-07)
   1 page - 142 kb

Reinstatement Application - 07177A (10-09)
   6 pages - 235 kb

Request for Cancellation, Policy Loan, Partial Surrender or Payment of Dividends - 07099A (11-03)
   1 page - 124 kb

Request for Change without Evidence - 09219E (10-05)
   6 pages - 354 kb

Request for Flex Life Modifications - 01333E (10-01)
   2 pages - 42 kb

Request for Flex Plus Modifications - 99227E (10-10)
   2 pages - 512 kb

Request for Fortune Plus Modification - 99426E (10-01)
   2 pages - 122 kb  

Request for PACE 1 & 2 Modification - 02065E (10-01)
   2 pages - 126 kb

Request for PACE 3 Modification - 02065E01 (10-01)
   2 pages - 108 kb

Request for SOLO (before March 2009) Modification - 01224E (06-09)
   4 pages - 200 kb

Request for SOLO Health (before October 25, 2010) Modification - 01224E01 (07-12)
   5 pages - 439 kb

Request for Title Changes  - 09614A (11-07)
   6 pages - 641 kb

Required Additional Information On A Corporation Or Organization - 08295E (08-10)
   1 page - 77 ko

Third Party Determination Form (08-10)
   1 page - 30 ko

Quebec only

Changes

Financial Values

General Forms

If the disability income contract is part of a grouping of contracts wherein the benefit becomes taxable, the following form must also be filled:

Amendment - Disability Income Insurance Plan - 09079E (09-04)
   1 page - 49 kb

Indexed Investment - Fortune Plus / Flex Plus - 99093E (10-02)
   2 pages - 50 kb

Indexed Investment - The Programmer - Generation 1 to 4 - 99092E (08-12)
   2 pages - 76 kb

Indexed Investments - Évoluvie - 99091E (08-02)
   3 pages - 85 kb 

PACE Index Investments - 00256E (08-12)
   1 page - 46 kb

Pre-Authorized Debit Agreement (PAD) Payor's Authorization - 09312E (10-07)
   1 page - 142 kb

Receipt - Collection Department - 17016A (10-12)
   1 page - 120 kb

Request for Cancellation, Policy Loan, Partial Surrender or Payment of Dividends - 07099A (11-03)
   1 page - 124 kb

Request for Change without Evidence - 09219E (10-05)
   6 pages - 354 kb

Request for Title Changes  - 09614A (11-07)
   6 pages - 641 kb

Required Additional Information On A Corporation Or Organization - 08295E (08-10)
   1 page - 77 ko

SOLO (before March 2009) - Application for Modification - 98090E (09-12)
   8 pages - 184 kb

SOLO Health (before October 25, 2010) - Application for Modification - 02187E (10-08)
   6 pages - 109 kb

Third Party Determination Form (08-10)
   1 page - 30 ko
 

Last Update: February 8, 2012
 
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