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
Harmony Executive Health Savings Plan - 03038E (05-04)
2 pages - 138 kb
PACE Index Investments - 00256E (06-11)
1 page - 46 kb
Policyowner Service Report - 99325E (02-11)
1 page - 48 kb
Request for Change, Reinstatement or Conversion - 02221E (07-10)
7 pages - 133 kb
Request for Fortune Plus Modification - 99426E (06-10)
2 pages - 191 kb
Request for PACE 1 & 2 Modification - 02065E (06-01)
2 pages - 72 kb
Request for PACE 3 Modification - 02065E01 (08-02)
2 pages - 190 kb
Request for Flex Life Modifications - 01333E (02-01)
2 pages - 233 kb
Request for Flex Plus Modifications - 99227E (02-01)
2 pages - 93 kb
Indexed Investments - Flex Plus II - 02100E (06-01)
2 pages - 36 kb
Indexed Investments - Fortune Plus - Flex Plus - 99093E (07-09)
2 pages - 35 kb
Premium Deposit Account - 01335E (02-04)
1 page - 51 kb
Release of Assignment - 99138E (04-06)
1 page - 29 kb
Request for Pre-Authorized Cheque Plan - 99128E (05-01)
1 page - 42 kb
Authorization to Collect and Disclose Personal Information to a Third Party -
17008A (04-03)
1 page - 25 kb
Request for Policyholder Service - 01322E (07-05)
1 page - 142 kb
Request for Disbursement or Termination - 07100E (07-05)
1 page - 152 kb
Collateral Assignment or Waiver of Collateral Assignment - 17022A (02-01)
1 page - 34 kb
Politically Exposed Foreign Person (PEFP) Determination - Life Insurance, Savings and Segregated Funds - 08311E (08-10)
1 page - 88 ko
Required Additional Information On A Corporation Or Organization - 08295E (08-10)
1 page - 77 ko
Third Party Determination Form
1 page - 30 ko
Quebec only
Changes
Financial Values
General Forms
Application for Modification - (Life or Savings) - 09614A (07-11)
4 pages - 119 kb
Harmony Executive Health Plan - Life Insurance Application Addendum Request for change - 03038E (05-04)
2 pages - 138 kb
Insurability option Life Term Plus - 6991-A
1 page - 50 kb
Options available to Active Life Policyowners - 99375E05 (04-03)
1 page - 34 kb
Options available to Whole Single Premium - Option 6 - Policyowners -
98220E (04-03)
1 page - 29 kb
PACE Index Investments - 00256E (06-11)
1 page - 46 kb
Request for Change or Conversion - 1916A (07-12)
20 pages - 261 kb
Statement of insurability Simplified Questionnaire for WLSP and Active Life -
98220E03 (04-03)
1 page - 33 kb
Premium Deposit Account - 08-082 (02-01)
1 page - 43 kb
Indexed Invesmtents - Évoluvie - 99091E (08-02)
3 pages - 85 kb
Indexed Investment - The Programmer - Generation 1 to 4 - 99092E (08-02)
2 pages - 76 kb
Indexed Investment - Fortune Plus / Flex Plus - 99093E (07-09)
2 pages - 35 kb
Reinstatement Application - 07177A (02-01)
1 page - 45 kb
Request for Cancellation, Policy Loan, Partial Surrender or Payment of Dividends - 07099A (06-10)
1 page - 47 kb
Paymatic Budget Plan Enrolment form - 1832A (08-02)
2 pages - 74 kb
Request for change (for all changes that do not require evidence of insurability) - 07343E (08-04)
1 page - 67 kb
Politically Exposed Foreign Person (PEFP) Determination - Life Insurance, Savings and Segregated Funds - 08311E (08-10)
1 page - 88 ko
Required Additional Information On A Corporation Or Organization - 08295E (08-10)
1 page - 77 ko
Third Party Determination Form
1 page - 30 ko