Find a form

On the secure site and through the app

• You can make most common transactions without a form through the secure site or the Manulife Mobile app:
  • Withdraw money from my plan
  • Make a one-time contribution to my plan
  • Change or add a beneficiary
  • Join a plan
• If you need a form, sign in to the secure site and go to More Account Options  and find the Forms link under the Quick Links section.

To access the secure site or sign in to the Manulife Mobile app, make sure to set up your Manulife ID if you haven’t already.

Other than on the secure site or the app

You can also find and download a PDF form if:

• You can’t make these transactions online or can’t access the secure site
• You’re looking for a form for something else
• You’re enrolling in a Manulife Personal Plan or group retirement income plan (GRIP) or want to make a transaction on your GRIP account

You can find and download the form you need here.

Know the difference between program and plan
Your group retirement program is everything your organization has put together to help you save, including services, tools, and plans. Your program includes one or more plans, such as a Registered Retirement Savings Plan or tax-free savings account. You join and manage each plan within your program separately.

Submit the right form for the right plan
If you want to make a transaction, such as withdrawing money or naming a beneficiary, you’ll be making it at the plan level—not the program. Make sure you submit the form or online request for the applicable plan.

Do I need a form to join a group retirement program?

You don’t need a form to join your group retirement program. You should have received information from your organization to help you join—it could be a website, a paper guide, or a digital guide. This information includes an access code, and maybe a policy number.

• You can find instructions on joining your program and any plans offered in your program here.
• If you’re enrolling in a Manulife Personal Plan, you’ll need to fill out the appropriate form, which you’ll find here.

How do I withdraw money from my plan?

• You’ll find instructions on withdrawing money from your plan in the Manage my money section.
• If you’re looking to make a withdrawal from your GRIP you’ll need to fill out the appropriate form, which you’ll find here.

How do I submit a completed form?

Once you fill out and sign the form, you can send it to us online, through the mobile app, or by regular mail.

• Online: Sign in and go to More account options and select Send Documents under Quick Links.
• Manulife Mobile app: Sign in to the app, tap on your name, and select Send documents.
• Mail: Use the mailing instructions on the form.

• Join now
• Contact us
• Find a form for something else

You can find and download a PDF form if you:

• Need a form that’s not on the secure site, or
• Don’t have access to the secure site, or
• Are enrolling in a Manulife Personal Plan, or
• Want to make a transaction on your GRIP.

Find and download the form you need.    

If you can’t find the form you’re looking for, contact us for help in locating the right form.

Once you fill out and sign the form, you can send it to us online, through the mobile app, or by regular mail.

To send it to us online or through the app (if you have access):

• Secure site: Sign in and go to More account options and select Send Documents under Quick Links. Manulife Mobile app: Sign in to the app, tap on your name, and select Send documents.

Otherwise:

• By mail: Use the mailing instructions on the form.