Other Administration Forms

This table includes downloadable marketing materials saved in PDF format. Each row is a different product and may contain versions of the brochure in alternate languages.
Form Number Cover Marketing Material Name Available Languages Product
2048 Download cover image for file Application for conversion: single life term to joint life permanent Application for conversion: single life term to joint life permanent File FR
2121 Download cover image for file Assignment of life insurance policy as collateral Assignment of life insurance policy as collateral File FR
2115 Download cover image for file Attending physician's disability benefits statement Attending physician's disability benefits statement File FR
1616 worksheet 1616 Term Conversion Worksheet File
Download and save the Excel worksheet
FR
1559 Download cover image for file Advisor's Report Advisor's Report File
(fillable/savable)
FR
0350 Download cover image for file Application for Life and/or Critical Illness Insurance Application for Life and/or Critical Illness Insurance File FR
1741 Download cover image for file Attending Physician’s Statement For Compassionate Advance Attending Physician’s Statement For Compassionate Advance File FR
0563 Download cover image for file Attending Physician's Statement Disability Benefits Attending Physician's Statement Disability Benefits File FR
1703 Download cover image for file Authorization to Release Evidence Authorization to Release Evidence File FR
1322 Download cover image for file Aviation Questionnaire Aviation Questionnaire File FR
1752 Download cover image for file Backcountry Snow Sports Questionnaire Backcountry Snow Sports Questionnaire File FR
0693FAQ Download cover image for file Completing the 693UL FAQ Completing the 693UL FAQ File FR
0594 GUIDE Download cover image for file Guide to Completing Business Information Form Guide to Completing Business Information Form File FR
1795 Download cover image for file Capacity Reserve Form Capacity Reserve Form File FR
0682TC Download cover image for file Claimant’s Statement – Term and Critical Illness Claimant’s Statement – Term and Critical Illness File FR
0682ENT Download cover image for file Claimant’s Statement – Whole Life and Universal Life – Entities  Claimant’s Statement – Whole Life and Universal Life – Entities File FR
0682WU Download cover image for file Claimants Statement - Whole and Universal Life Claimants Statement - Whole and Universal Life File FR
0016MR Download cover image for file Claimant's Statement (disability claim) Claimant's Statement (disability claim) File FR
0341 Download cover image for file Consent and Authorization for Release of Medical Information to Advisor Consent and Authorization for Release of Medical Information to Advisor File FR
0347 Download cover image for file Critical Illness PreQualifying Questionnaire Critical Illness PreQualifying Questionnaire File FR
1325 Download cover image for file Drinking Habits Questionnaire Drinking Habits Questionnaire File FR
1326 Download cover image for file Drug Use Questionnaire Drug Use Questionnaire File FR
0693GUIDE Download cover image for file Guide to Completing the 693UL Guide to Completing the 693UL File
0693UL Download cover image for file Reallocation and Transfer of Funds Form -Universal Life Reallocation and Transfer of Funds Form -Universal Life File
This form must be viewed in Adobe Acrobat Reader on a computer. It is not compatible with mobile devices and other PDF viewers. Download this form to your computer and open it with Adobe Acrobat
A digital version of this form is available on the Investments tab through Policy Inquiry.
FR
2004 Download cover image for file Signing Authorities Certificate Signing Authorities Certificate File FR
1343 Download cover image for file Evidence of Insurability Evidence of Insurability File FR General Content
1318 Download cover image for file Final Protection and Living Protection Application for Change Final Protection and Living Protection Application for Change File FR
1323 Download cover image for file Financial Questionnaire - Business Financial Questionnaire - Business File FR
1324 Download cover image for file Financial Questionnaire - Personal Financial Questionnaire - Personal File FR
1527 Download cover image for file Financial Underwriting Guidelines Financial Underwriting Guidelines File FR
1327 Download cover image for file Foreign Travel and Residence Questionnaire Foreign Travel and Residence Questionnaire File FR
1616GUIDE Download cover image for file Guide to Application for Term Conversion Guide to Application for Term Conversion File FR
0671OC GUIDE Download cover image for file Guide to Completing an Ownership Change Form Guide to Completing an Ownership Change Form File FR
0681 GUIDE Download cover image for file Guide to Completing the Request for Termination Form Guide to Completing the Request for Termination Form File FR
1878 Download cover image for file Health Information Form Health Information Form File FR
205 Pre-Authorized Debit for Group Insurance Premium (PAD) File FR
1530 Download cover image for file Temporary Resident Underwriting Guidelines Temporary Resident Underwriting Guidelines File FR General Content
1027 Download cover image for file Additional/Updated Customer Information (2021/04/02) Additional/Updated Customer Information (2021/04/02) File
Available in PDF (fillable / savable)
FR
0891 Download cover image for file Agent of Record Change Request (2020/06/30) Agent of Record Change Request (2020/06/30) File
Available in PDF only (fillable/savable)
FR
1616 Download cover image for file Application for Term Conversion Application for Term Conversion File
(fillable / savable)
FR
0671BCF Download cover image for file Beneficiary Change Request Form Beneficiary Change Request Form File
Available in PDF only (fillable/savable)
FR
0594 Download cover image for file Business Information Form Business Information Form File
Available in PDF only (fillable/savable)
FR
1788 Download cover image for file Business fact finding sheet (fillable) Business fact finding sheet (fillable) File
This fact sheet can help you better understand the client’s unique needs, so you can develop a financial and succession plan to help them achieve their personal and business goals.
FR General Content
0370 Download cover image for file Declaration of Insurability for Application to Reinstate Declaration of Insurability for Application to Reinstate File FR
0374G2 Download cover image for file G2 - Application for Change G2 - Application for Change File
(fillable/savable)
FR
0374G3 Download cover image for file G3 - Application for Change G3 - Application for Change File
Available in PDF only (fillable/savable)
FR
1328 Download cover image for file Motor Sports Questionnaire Motor Sports Questionnaire File FR
1329 Download cover image for file Mountain Climbing Questionnaire Mountain Climbing Questionnaire File FR
0671NC Download cover image for file Name Change Form Name Change Form File
Available in PDF only (fillable/savable)
FR
1330 Download cover image for file Nervous Disorder Questionnaire Nervous Disorder Questionnaire File FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
Available in PDF only (fillable/savable)
FR
1333 Download cover image for file Parachuting or Sky Diving Questionnaire Parachuting or Sky Diving Questionnaire File FR
0680 Download cover image for file Policy Loan Agreement Policy Loan Agreement File
A digital version of this form is available on the Values tab through Policy Inquiry
FR
0046 Download cover image for file Policy Loan OR Premium History Request Policy Loan OR Premium History Request File FR
0378 Download cover image for file Pre-Authorized Debit Form Pre-Authorized Debit Form File
Available in PDF only (fillable/savable)
FR
0683 Download cover image for file Proof of Death - Physician's Statement Proof of Death - Physician's Statement File FR
0047 Download cover image for file Request for Direct Deposit Plan Request for Direct Deposit Plan File
Available in PDF only (fillable/savable)
FR
0042 Download cover image for file Request for Policy Documentation Request for Policy Documentation File FR
0681 Download cover image for file Request for Termination Request for Termination File
(fillable / savable)
FR
0558 Download cover image for file Request for Withdrawal of Dividends, Change in Option, Or Premium Offset Request for Withdrawal of Dividends, Change in Option, Or Premium Offset File
(fillable / savable)
FR
1331 Download cover image for file Respiratory Questionnaire Respiratory Questionnaire File FR
1556 Download cover image for file Shareholder Borrowing Checklist Shareholder Borrowing Checklist File FR
1332 Download cover image for file Scuba Diving Questionnaire Scuba Diving Questionnaire File FR
0036 Download cover image for file Tentative Assessment Tentative Assessment File FR
na Download cover image for file Term, CI & Whole Life Illustration and Quote Term, CI & Whole Life Illustration and Quote File
for inforce policies only
FR
1609 Download cover image for file Termination for Internal Replacement Termination for Internal Replacement File
(fillable / savable)
FR
0031 Download cover image for file Third Party Form Third Party Form File FR
1335 Download cover image for file Ultra Light Planes and Hang Gliding Questionnaire Ultra Light Planes and Hang Gliding Questionnaire File FR
1733A Download cover image for file Non-Face to Face Meetings ID Verification Non-Face to Face Meetings ID Verification File FR General Content
na Download cover image for file Universal Life Illustration and Quote Universal Life Illustration and Quote File
for inforce policies only
FR
1710 Download cover image for file Verification of identity for policy owner(s) Verification of identity for policy owner(s) File FR
1815 Download cover image for file Corporate Preferred Retirement Solution (corporate borrowing) Checklist Corporate Preferred Retirement Solution (corporate borrowing) Checklist File
Review this checklist with your clients to ensure they understand the Corporate Preferred Retirement Solution (corporate borrowing) and how it can impact them and their business.
FR Sales Strategies