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Investing forms

Our change forms empower you to update key details for your policy. Whether it's adjusting your address, beneficiary, name, banking information[1] or canceling pre-authorized debits these forms simplify the process.

  • Banking Change-Pre-Authorized Debit Application The file was published on 11/2022

    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.

  • 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 1/2025

    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.

  • Direct Deposit Enrollment Form The file was published on 6/2024

    This form can be used to change the bank account from which the 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.

  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.↩