Investing forms
Change of Address
This form is to be used to change your address or telephone number. The completed form, including the Policyowner’s signature, should be returned to our office at the address provided on the form.
Change of Beneficiary
This form is to be used to change the Primary Beneficiary designation on your policy. It is also to be used to change or add a Contingent Beneficiary. It is important to review the “Points to Consider” regarding beneficiary designations on Page 2 before completing the form. The completed form is to be returned to our office at the address provided on the form.
Change of Name
This form is to be used to change the name of the Life Insured/Annuitant, Policyowner, Contingent Policyowner, Beneficiary or Contingent Beneficiary. If the name has been changed due to a legal name change or legal adoption, supporting evidence must also be provided. The completed form, along with the supporting evidence, if required, is to be returned to our office at the address provided on the form.
Change of Banking Information
These forms can be used to change the bank account from which the Pre-Authorized Debit (PAD) premium withdrawals or Direct Deposit 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.
Please note that we require at least 10 days prior to the withdrawal day/direct deposit 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.