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