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Send something for my program or plan

  1. Sign in
  2. Go to Tools and resources > Send documents
  1. Sign in to the Manulife Mobile app on your phone or tablet
  2. Tap your name
  3. Select Send documents

Check the details
Make sure your information is complete and accurate, and that you have the correct recipient details and contact information. If you send more information later, make sure to reference your initial submission.

Understand submission requirements
Check if there are any specific submission requirements for your program or plan. This may include forms, deadlines, and any supporting documentation.

Check format requirement
The instructions will tell you if there are any specific requirements, such as file size limits, maximum number of files, or supported file types.

Keep copies
Always keep copies of the documents or items you send for your records. This can help in case there are any issues or if you need to resend something.

Confirm that we received everything
Follow up to confirm that we’ve received the materials. This can help prevent delays in processing your submission. We’ll also contact you if we have any concerns with what you sent us.

Is the Send documents feature secure?
The Send documents feature is a secure and safe way to provide us with your documents. It’s also the quickest.

What if I need to add something to my submission?
If necessary, you can always send more documents through the Send documents feature.  Be sure to refer to your original submission when doing so.

Notify you that an account holder has passed away

  1. Call us at 888-727-7766, Monday through Friday, 8:00 a.m. to 8:00 p.m., Eastern time, and we can help you.
  2. You may need these forms:

Gather necessary documentation
Collect important documents such as the death certificate and any relevant account information.

Provide required information
Be prepared to provide the account holder’s full name, account number, date of death, and a copy of the death certificate. We’ll let you know what additional documentation we may need.

Get professional advice
Consider consulting with a legal advisor or estate planner to get assistance and ensure that you’re following the correct procedures.

How do I notify Manulife of the account holder’s death?
Contact us and we’ll guide you through the necessary steps.

What documentation do I need?
Generally, you’ll need the deceased’s death certificate and relevant account information. Some additional documents may be required, so contact us for guidance.

What happens after I notify you?
Once we have all the information we need, we’ll begin notifying the plan beneficiaries or the account holder’s estate. We’ll inform you of the timeline and any other action you need to take.

How long does it take to process the death claim after notifying you
Processing times can vary. It’s best to ask for an estimated timeline and any follow-up actions you may need to take when you first submit your claim.

Who can I contact for further assistance?
Consider consulting with a legal advisor, estate planner, or financial advisor for additional assistance. They can provide guidance on managing the estate and ensuring all accounts are properly handled. You can learn more about support and legal services in your province or territory by visiting the government of Canada’s What to do next web page and following the link to other provincial resources.