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
1027 Download cover image for file Additional/Updated Customer Information Additional/Updated Customer Information File
FR
1559 Download cover image for file Advisor's Report Advisor's Report File
(fillable/savable)
FR
1742 Download cover image for file Appointment of Representative to Accept Delivery of Insurance Policy Appointment of Representative to Accept Delivery of Insurance Policy File
FR
1741 Download cover image for file Attending Physician's Living Benefits Statement Attending Physician's Living Benefits Statement 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
1702 Download cover image for file Build Chart Underwriting Guidelines Build Chart Underwriting Guidelines File
FR
1795 Download cover image for file Capacity Reserve Form Capacity Reserve Form 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
1343 Download cover image for file Evidence of Insurability Evidence of Insurability File
FR
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
1024 Download cover image for file Guide to Individual Underwriting Guide to Individual Underwriting File
FR
1530 Download cover image for file Immigrant/Temporary Resident Underwriting Guidelines Immigrant/Temporary Resident Underwriting Guidelines File
FR CH
0693ANN Download cover image for file Investment Direction - Pivotal Solutions, PIP, GIA Investment Direction - Pivotal Solutions, PIP, GIA File
(fillable/savable)
FR
1027 Download cover image for file Additional/Updated Customer Information Additional/Updated Customer Information File
(fillable / savable)
FR
1791 Download cover image for file Advanced Market Insurance Solutions Advanced Market Insurance Solutions File
FR
0000 Download cover image for file Advisor Disclosure Letter Advisor Disclosure Letter File
FR
0891 Download cover image for file Agent of Record Change Request Agent of Record Change Request File
FR
0455 Download cover image for file Annuity Settlement Option Annuity Settlement Option File
(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
(fillable/savable)
FR
1782 Download cover image for file Building a Stronger Investment Portfolio Building a Stronger Investment Portfolio File
FR
1788 Download cover image for file Business Fact Finding Sheet Business Fact Finding Sheet File
FR
0594 Download cover image for file Business Information Form Business Information Form File
(fillable / savable)
FR
1388 Download cover image for file Change of Sales Charge Option (Pivotal Select) Change of Sales Charge Option (Pivotal Select) File
(fillable/savable)
FR
1516 Download cover image for file Claimant Statement - Savings and Retirement Claimant Statement - Savings and Retirement File
FR
0000 Download cover image for file Client Engagement Letter Client Engagement Letter File
FR
0000 Download cover image for file Client File Reference Client File Reference File
FR
0000 Download cover image for file Client Letter Advisor Disclosure Combo Client Letter Advisor Disclosure Combo File
FR
0000 Download cover image for file Collateral Loan Suitable Candidate Profile Collateral Loan Suitable Candidate Profile File
FR
0000 Download cover image for file Corporate Borrowing Brochure Corporate Borrowing Brochure File
FR
0000 Download cover image for file Corporate Borrowing Checklist Corporate Borrowing Checklist File
FR
0000 Download cover image for file Corporate Borrowing Generic Flyer Corporate Borrowing Generic Flyer File
FR
0370 Download cover image for file Declaration of Insurability for Application to Reinstate Declaration of Insurability for Application to Reinstate File
FR
1605 Download cover image for file DSC Reimbursement Request Form DSC Reimbursement Request Form File
(fillable / savable)
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
(fillable / savable)
FR
0686 Download cover image for file GDA Special Quote Form GDA Special Quote Form File
(fillable/savable)
FR
1790 Download cover image for file GIA Contract GIA Contract File
FR
0799 Download cover image for file Guaranteed Interest Accounts Reg/Non Reg Application Guaranteed Interest Accounts Reg/Non Reg Application File
(fillable/savable)
FR
0796 Download cover image for file Guaranteed Interest Accounts TFSA Application Guaranteed Interest Accounts TFSA Application File
(fillable/savable)
FR
0693SEL Download cover image for file Investment Direction - Pivotal Select Investment Direction - Pivotal Select File
(fillable/savable)
FR
1799 Download cover image for file Levelize the Tax Participating Whole Life Levelize the Tax Participating Whole Life File
FR
0014 Download cover image for file Limited Trading Authorization Limited Trading Authorization File
(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
0671NOC Download cover image for file Name and Ownership Change Form Name and Ownership Change Form File
(fillable / savable)
FR
0671NC Download cover image for file Name Change Form Name Change Form File
FR
1330 Download cover image for file Nervous Disorder Questionnaire Nervous Disorder Questionnaire File
FR
1508 Download cover image for file Non-Resident Transactions Non-Resident Transactions File
FR
0000 Download cover image for file Order Execution Order Execution File
FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
(fillable / savable)
FR
1333 Download cover image for file Parachuting or Sky Diving Questionnaire Parachuting or Sky Diving Questionnaire File
FR
0355 Download cover image for file Payout Annuity Application Payout Annuity Application File
(fillable / savable)
FR
0687 Download cover image for file Payout Annuity Quote Template Payout Annuity Quote Template File
(fillable/savable)
FR
1384 Download cover image for file Pivotal Select Application Registered/Non-Registered Pivotal Select Application Registered/Non-Registered File
(fillable/savable)
FR
1403 Download cover image for file Pivotal Select Contract and Information Folder Pivotal Select Contract and Information Folder File
FR
1366 Download cover image for file Pivotal Select Fund Facts Pivotal Select Fund Facts File
FR
1383 Download cover image for file Pivotal Select TFSA Application Pivotal Select TFSA Application File
(fillable/savable)
FR
1170 Download cover image for file Pivotal Solutions Fund Facts Pivotal Solutions Fund Facts File
FR
0680 Download cover image for file Policy Loan Agreement Policy Loan Agreement File
FR
1523 Download cover image for file Policy Owner Confirmation Of Insurance Policy Delivery Policy Owner Confirmation Of Insurance Policy Delivery File
FR
0378 Download cover image for file Pre-Authorized Debit Form Pre-Authorized Debit Form File
(fillable / savable)
FR
1577 Download cover image for file Preferred Estate Transfer - Preferred Retirement Solution Preferred Estate Transfer - Preferred Retirement Solution File
FR
1345 Download cover image for file Preferred Underwriting Classifications Preferred Underwriting Classifications File
FR
0683 Download cover image for file Proof of Death - Physician's Statement Proof of Death - Physician's Statement File
FR
0693UL Download cover image for file Reallocation of Funds - Universal Life Reallocation of Funds - Universal Life File
FR
0000 Download cover image for file Recommendations Fully Implemented Recommendations Fully Implemented File
FR
0000 Download cover image for file Recommendations Partially Implemented Recommendations Partially Implemented File
FR
0047 Download cover image for file Request for Direct Deposit Plan Request for Direct Deposit Plan File
(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
1673 Download cover image for file RRSP to RRIF Conversion Form RRSP to RRIF Conversion Form File
(fillable/savable)
FR
0000 Download cover image for file Shareholder Borrowing Brochure Shareholder Borrowing Brochure File
FR
0FP1 Download cover image for file Shareholder Borrowing Checklist Shareholder Borrowing Checklist File
FR
1332 Download cover image for file Skin and Scuba Diving Questionnaire Skin and Scuba Diving Questionnaire File
FR
1660 Download cover image for file Tax Slips - A Quick Reference Guide Tax Slips - A Quick Reference Guide File
FR
0000 Download cover image for file Temporary Life Insurance Agreement (TIA) Temporary Life Insurance Agreement (TIA) File
FR
0036 Download cover image for file Tentative Assessment Tentative Assessment File
FR
1609 Download cover image for file Termination for Internal Replacement Termination for Internal Replacement File
(fillable / savable)
FR
1582 Download cover image for file TFSA Third Party Contribution TFSA Third Party Contribution File
(fillable/savable)
FR
0000 Download cover image for file The Approach to Suitable Sales - Reference The Approach to Suitable Sales - Reference File
FR
0031 Download cover image for file Third Party Form Third Party Form File
(fillable / savable)
FR
0000 Download cover image for file Wealth Product With Fee Options Wealth Product With Fee Options File
FR