Skip to main content

Individual Forms

Our change forms empower you to update key details for your individual life insurance policy. Whether it's adjusting your address, beneficiary, name, banking information

  • Change of Address The file was published on 11/2022

    This form can be used to change a Life Insured or Policy Owner's address, phone number or email. The completed form, including the Policy Owner’s signature, should be returned to our office at the address provided on the form.

  • Change of Beneficiary The file was published on 11/2022

    This form is to be used to change the Beneficiary Designation on your policy, which includes the Primary Beneficiary, Contingent Beneficiary or Trustee information, if applicable.

  • Change of Name The file was published on 11/2022

    This form is to be used to change the individual or corporate name listed as the Life Insured/Annuitant, Policy Owner, Contingent Policy Owner, Beneficiary or Contingent Beneficiary on the policy.

  • Pre-Authorized Debit Agreement Cancellation Request The file was published on 5/2024

    This form allows cancellation of pre-authorized banking or credit card withdrawals.

  • Pre-Authorized Debit Application / Banking Change The file was published on 12/2021

    This form is to be used to change the bank account from which the Pre-Authorized Debit (PAD) premium withdrawals are being made for your policy(ies). The completed form, along with a “VOID” cheque, should be returned to our office at the address provided on the form.

  • Transfer of Ownership The file was published on 11/2022

    This form allows for the designation of a new policy owner, whether it be an individual, joint ownership or a corporate entity.

  1. Please note that we require at least 10 days prior to the withdrawal day to make a change. Due to the nature of the PAD system, financial institutions require lead time to process the PAD withdrawals. Unfortunately, a PAD withdrawal cannot be stopped once it has entered the banking system.↩
  2. This form should be used to transfer the ownership of a policy to someone other than themselves. Other than the case of a parent or grandparent transferring the policy to a child, or transfers between spouses, a taxable gain will be calculated on the policy at the time of the change. If there is a taxable gain at that time, the appropriate tax forms will be sent to the original policy owner and the gain must be reported by the original policy owner.↩