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
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.
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.
- Banking Change / Pre-Authorized Debit Application
- Pre-Authorized Debit Agreement Cancellation Request
Transfer of Ownership
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.