Frequently asked questions

Here are some tips that might help

  • The difference between your program and your plan

    Your group savings program is the whole package—everything your organization has put together to help you save. Within your program, you put your money in plans, such as a group Registered Retirement Savings Plan (RRSP) or a tax-free savings account (TFSA). Your program might include more than one plan.

  • Sometimes, you'll want to change a specific plan within your program

    Online, we ask you to pick a plan when you need to. If you need to use a form, pick the one for the plan you want to change.

    Make sure you check out the FAQs for the type of account you have.

Group retirement member FAQs

If you have a policy number that’s up to eight digits long with no letters in it, this section is for you.

How do I …

Get started with my program

Join my program

Refer to your enrolment package

Your enrolment package (paper or digital) has all the information and instructions you need to join your program. Once you join, you’ll get your customer number. Keep it handy! You’ll need it when you set up your online account.

The best way to join your program is online, but if you wish to sign up with application forms, you can find them here. Make sure you know which plans you can join and if your employer or organization has its own enrolment forms before you fill out any forms.

If you need help, call us at 888-727-7766, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

You get your customer number when you join your program.

  • If you join online, your customer number will be on the confirmation screen when you finish joining.
  • If you join through a paper enrolment form, you’ll get your customer number in a welcome letter. 

You can also find your customer number on your statement. If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

You’ll need to set up a Manulife ID to access your group retirement account.

You’ll need to have your customer number handy. You received your customer number on the confirmation screen when you enrolled online or on your welcome letter if you enrolled through paper form; you can also find it on a recent statement. Follow these five steps and the on-screen instructions along the way:

1 Go to manulifeim.ca/retirement and click Sign in.

2 Set up your Manulife ID.

3 Sign in with your Manulife ID.

4 Register for your new your group retirement account and connect it to your Manulife ID:

  • Enter your customer number under Don’t have an account yet?
  • Click Get Registered and follow the instructions on the next screen.

5 Click Go on your connected account.

Need help setting up your Manulife ID? You can find additional information—including FAQs, a step-by-step video, and a how-to flyer at manulife.ca/membersupport


Manage my money

On your secure site

Sign in to see details of your investments

  • See your account balance on the homepage.
  • To see details of your balance for each plan click on the link for that plan or go to My Account > View my account balance.
  • To see rates of return, go to My Investments > My Personal Rates of Return.

On the app

  • Sign in to the Manulife Mobile app on your phone or tablet to see your balance for each plan on the home screen.
  • Tap Returns at the bottom of the screen to see the rates of return and the details of your investments.

To speak with someone about your money, call us at  888-727-7766,  Monday through Friday, 9:00 A.M. to 5:00 P.M., Eastern time.

Regular contributions from your pay (if your plan allows it)

To change how much goes into your plan from your pay:

1 Sign in.

2 Go to My Account. Under Contributions, click View/Change My Payroll Deduction Amount.

3 Select a plan and follow the steps to change your contributions.

One-time contribution (if your plan allows it)

To put a specific amount of money in your plan just once, which is sometimes called a lump-sum contribution, follow the steps below.

If your plan lets you contribute online

Use your Manulife online account (best choice for all plans). (Your contribution must be between $100 and $25,000.)

1 Sign in.

2 Go to My Profile > Add/Change Banking Information to make sure your banking information is up to date.

3 Go to My Account > Make a Lump Sum Contribution.

4 If you added or changed banking information in Step 2:

  • Fill out a payer authorization for pre-authorized debit plan (PAD) form.
  • Send us the form you filled out. Sign in and go to My Account > Send documents or use the mailing instructions on the form. Don’t forget to provide your banking information—include a scanned image of a void cheque or your banking information, supplied on bank letterhead.

Use the app

1 Sign in to the Manulife Mobile App on your phone or tablet.

2 Tap Transaction at the bottom of the screen and select Lump Sum Contribution.

Generally, if we get everything we need by 4:00 P.M., Eastern time, on a business day, we put your money in your plan that same day; otherwise, we put it in on the next business day. For stock plans, we should get everything before noon on a business day for same-day transaction.

Contribute online through your bank’s site (RRSP and TFSA only)

1 Sign in to your online bank account.

2 Go to the feature for paying your bills (it might be called pay a bill or something similar).

3 Add Manulife as a payee to put your plan on your list. Look for Manulife - Group RRSP Member or Manulife - Group TFSA Member.

4 When asked for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.

5 Follow the steps to pay a bill to submit your contribution.

There will be a delay between the date you submit your contribution and the date we put it in your plan.

Otherwise

1 Fill out a form for the plan you want to put money in:
Contribution request - RRSP
Contribution request - TFSA
Contribution request - NRSP

2 Send us the form you filled out. Sign in, and go to My Account > Send documents or use the mailing instructions on the form if you’re including a cheque.

3 If you send us a cheque:

  • Make it payable to Manulife.
  • Write your policy number on it.
  • Make sure to mail it with the form!

If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Ongoing contribution (if your plan allows it)

To set up a specific amount of money in your plan more than once, based on a regular schedule (weekly, monthly, etc.), follow the steps below.

If your plan lets you contribute online

Use your Manulife online account (best choice for all plans). (Each contribution must be at least $25.)

Sign in.

2 Go to My Profile > Add/Change Banking Information to make sure your banking information is up to date.

3 Go to My Account > Start Ongoing Contribution.

4 If you added or changed banking information in Step 2: 

  • Fill out a payer authorization for pre-authorized debit plan (PAD) form.
  • Send us the form you filled out. Sign in, and go to My Account > Send documents or use the mailing instructions on the form. Don’t forget to provide your banking information—include a scanned image of a void cheque or your banking information supplied on bank letterhead.

If we get everything we need by 4:00 P.M., Eastern time, on a business day, we set up your ongoing contributions that same day; otherwise, we set them up on the next business day.

Contribute online through your bank’s site (RRSP and TFSA only)

1 Sign in to your online bank account.

2 Go to the feature for paying your bills (it might be called pay a bill or something similar).

3 Add Manulife as a payee to put your plan on your list. Look for Manulife - Group RRSP Member or Manulife - Group TFSA Member.

4 When it asks for your Manulife account number, enter your customer number. It’s on the second page of your statement, in the top left corner.

5 Follow the steps for paying a bill to submit your contribution. Choose the date of your first payment and how often you want to make payments after that.

There will be a delay between the date you submit your contribution and the date we put it in your plan.

If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Direct transfer from another plan (if your plan allows it)

To move money directly from one plan to another., the plan you’re moving money into must be part of your program. The plan you’re moving money out of can be another plan you own.

1 To find out whether you can move money into a specific plan, sign in and go to My Profile > View My Plan Material.

2 Fill out a form for the plan you want to put money in.
Request to transfer money to Manulife - RRSP, TFSA, LIRA, LRSP, RPP
Request to transfer money to Manulife - RRIF, LIF, LRIF, PRIF, RLIF

3 Send the form to the company that manages the plan you’re moving money out of. If that’s us, Sign in and go to My Account > Send documents or use the mailing instructions on the form.

If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To find out whether you can take money out of a specific plan

Sign in and go to My Profile > View My Plan Material.

Withdrawal

Take money out of your plan by cheque or by direct deposit to your bank account.

If your plan lets you withdraw online (You can take $20,000 or less. For more, use a form.)

1 Sign in.

2 If you want us to put the money directly into your bank account, go to My Profile > Add/Change Banking Information to make sure your banking information is up to date.

3 Go to My Account > Make a Withdrawal.

Generally, if we get everything we need by 4:00 P.M., Eastern time, on a business day (or noon for stock plans), we take your money out of your plan that same day.; otherwise, we take it out on the next business day. These deadlines might be different depending on the types of funds.

Otherwise

1 Fill out a form for the plan you want to take money out of.
Withdrawal request - RRSP, TFSA, LIRA, RPP, NRSP, Annuity
Withdrawal request - RRIF, LIF, LRIF, PRIF

2 Send us the form you filled out. Sign in and go to My Account > Send documents or use the mailing instructions on the form.

If you ask for direct deposit to a new account, don’t forget to provide your banking information—include a scanned image of a void cheque or your banking information, supplied on bank letterhead.

If you ask for direct deposit, we’ll send the money to your bank within 5 business days. Check with your bank to find out when you’ll see it in your account. If you asked for a cheque, we'll mail it within 5 business days.

If you need help, call us at 888-727-7766 Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Direct transfer to another plan

To move money directly from one plan to another, the plan you’re moving money into can be another plan you own.

1 Fill out a form for the plan you want to take money out of.
Withdrawal request - RRSP, TFSA, LIRA, RPP, NRSP, Annuity
Withdrawal request - RRIF, LIF, LRIF, PRIF

2 Send us the form you filled out. Sign in and go to My Account > Send documents or use the mailing instructions on the form.

If you need help, call us at 888-727-7766 Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To find out whether you can change your funds, sign in and go to My Profile > View My Plan Material or call us at 888-727-7766, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Current savings

Change the funds you picked for the money that’s already in your plan. This is sometimes called a fund transfer.

If your plan lets you change your funds online:

You can transfer a dollar amount or a percentage.

Percentages must be in whole numbers.

The lowest amount you can put in a fund is 5%.

  1. Sign in.
  2. Go to My Investments Transfer Between Investments.

Generally, if we get everything we need by 4:00 P.M., Eastern time, on a business day, we change your funds that same day. Otherwise, we change them on the next business day.

Otherwise:

  1. Fill out a form for the plan you want to change your funds for.
    Fund transfer request - RRSP, TFSA, LIRA, RPP, NRSP
    Fund transfer request - RRIF, LIF, LRIF, PRIF, RLIF
  2. Send us the form you filled out. Sign in and go to My Account > Send documents or use the mailing instructions on the form.

If you need help, call us at 888-727-7766, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Future savings

Change the funds you picked for the money you’re going to put in your plan. This is sometimes called changing your investment instructions. 

If your plan lets you change your funds online:

Percentages must be in whole numbers.

The lowest amount you can put in a fund is 5%.

  1. Sign in.
  2. Go to My Investments > Change My Investment Instructions.

If we get everything we need by 4:oo P.M., Eastern time, on a business day, we change your funds that same day. Otherwise, we change them on the next business day.

If you need help, call us at 888-727-7766, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Your account statements are available online. To access your online statement, follow the steps below.

1 Sign in to the secure site.

2 Go to the My Account menu. Under Statements, click View My Statements.

3 View or print your account statements.


Manage my information

To switch to online statements

1 Sign in with your Manulife ID and select your group retirement account.

2 Go to My Profile and click Change communication preference.


In the app

1 Tap the menu at the top left corner.

2 Tap your name.

3 Select Statement delivery and enable Go paperless.

If you need to update your address, simply update and submit your information online if your plan allows; otherwise, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

If you’re not sure if you should make changes to your personal information with us or through your HR team, sign in, go to My profile > View my member information, or call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To make changes to your contact information, marital status, or spouse’s information

1 If you can make changes with us and your plan lets you change personal information online, make the changes in My profile > View my member information.

2 Otherwise, fill out a form for the plan you want to change your information for:
Request for change - RRSP, TFSA, LIRA, RPP, NRSP
Request for change - RRIF, LIF, LRIF, PRIF, RLIF

3 Send us the form you filled out. Sign in ,and go to My Account Send documents or use the mailing instructions on the form.

For some types of changes—If you’re changing your name or your marital status from married to single or divorced, for example, you’ll also need to send us supporting documents. Call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time, to get help with these types of changes.

To add a new bank account to your plan, or change the bank account that’s already on your plan, follow the steps below.

If your plan lets you change your banking information online

1 Sign in.

2 Go to My Profile > Add/Change Banking Information and follow the steps.

3 If you expect to contribute to your plan using money from this account:

  • On the confirmation screen, click the Printer-friendly version link under Payer authorization for pre-authorized debit plan form.
  • Some of the form is filled out for you. Print it, fill out the rest, and sign it.
  • Send us the form you filled out. Sign in and go to My Account > Send documents or use the mailing instructions on the form. 

Don’t forget to provide your banking information—include a scanned image of a void cheque or your banking information supplied on bank letterhead.

Otherwise

This form lets you add an account to your plan. We don’t remove the old one unless you do the online steps first.

1 Fill out a payer authorization for pre-authorized debit plan (PAD) form.

2 Send us the form you filled out—sign in and go to My Account Send documents or use the mailing instructions on the form. 

Don’t forget to provide your banking information—include a scanned image of a void cheque or your banking information supplied on bank letterhead.

To change your beneficiary information online

1 Sign in.

2 Go to My Profile View My Member Information > Beneficiary Information section > Update.

Otherwise

1 Fill out a form for each plan you want to change your beneficiary for.
Request for change - RRSP, TFSA, LIRA, RPP, NRSP
Request for change - RRIF, LIF, LRIF, PRIF, RLIF
Did you name an irrevocable beneficiary last time? Make sure your chosen beneficiary signs the form.

2 Send us the form you filled out. Sign in and go to My Account > Send documents or use the mailing instructions on the form.

If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.


Manage my account

To send us something for your program/plan

1 Sign in.

2 Go to My Account > Send documents to send us something online. Or, if you’ve filled out one of our forms, you can use the mailing instructions on the form.

If you need help, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Find more forms

1 Sign in.

2 Look for Quick links on the homepage and click Forms.

Or

Go to Support > Manulife forms and select Group Retirement Solutions.

If you can’t find the form you’re looking for, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

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.

Forms you may need


Find out about

Going through a change at work or planning to retire? You don’t have to lose the power of your group plan!

Continue to save, invest, and grow your savings with the Manulife Personal Plan. Check it out, then let’s chat about your options. 

Call us at 866-991-3056, Monday through Friday, 9:00 A.M. to 5:00 P.M., Eastern time.

Closing your account?

You may need the termination request form.

Go to manulife.ca/tax to learn which tax documents we prepare, where and when to expect them, and what your deadlines are to report them.

Check your plan’s rules and the Canada Revenue Agency’s rules. Also check to find out if withdrawal fees apply. For more information, you can call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To use your RRSP money for the Home Buyers’ Plan

1 Print and complete Form T1036.

2 Sign in and go to My Account > Send documents to send us the form and a scanned image of a void cheque. If you don't have a chequing account, send us your banking information, supplied on bank letterhead.

Or mail to

Manulife
Attention: GRS Client Services
P.O. Box 396
Waterloo, ON
N2J 4A9

Note that contributions made within a certain timeframe prior to the withdrawal cannot be used under the Home Buyers’ Plan. Check the Canada Revenue Agency for the most recent rules. 

Check your plan’s rules and the Canada Revenue Agency rules. Also check to find out if withdrawal fees apply. For more information, call us at 888-727-7766, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To use your RRSP money for the Lifelong Learning Plan

1 Complete Form RC96.

2 Sign in and go to My Account > Send documents to send us the form and a scanned image of a void cheque. If you don't have a chequing account, send us your banking information, supplied on bank letterhead.

Or mail to

Manulife
Attention: GRS Client Services
P.O. Box 396
Waterloo, ON
N2J 4A9

Important information

Contributions made within a certain timeframe prior to the withdrawal cannot be used under the Lifelong Learning Plan. Check the Canada Revenue Agency for the most recent rules. 

If you withdraw your money, it should be available within 10 business days.


Getting help setting up my Manulife ID

Need help setting up your Manulife ID? You can find everything you need—including FAQs, a step-by-step video, and a how-to flyer at manulife.ca/membersupport


Group retirement member with VIP Room account FAQs

If you have a client number that starts with RS, this section is for you. 

How do I …

Get started

Set up my online account

You’ll need to set up a Manulife ID in order to access your group retirement account.

You’ll need to have your registration ID and registration key handy. You can find your registration ID in a letter or email we sent you when we welcomed you to your program. Your registration key was sent in a separate letter.

1 Go to manulifeim.ca/retirement and click Sign in.

2 Set up your Manulife ID.

3 Connect your group retirement account.

Need help setting up your Manulife ID? You can find additional information—including FAQs, a step-by-step video, and a how-to flyer— at manulife.ca/membersupport.

You can find your registration ID in a letter or email we sent to you when we welcomed you to your program. We may refer to them by a different name, so if you don’t know what to enter, click the question mark tooltips on the web page for more information.

To join your program, follow the steps below.

1 Go to manulifeim.ca/retirement and click Sign in.

2 Set up your Manulife ID. If you already have it, skip this step.

3 Enter your registration ID under Don’t have an account yet? and click Get registered.

2 Enter your registration key on the next page.

Sign in with your Manulife ID. Register for your new VIP Room online account and connect to your Manulife ID. We send your registration ID and registration key (if applicable) by email or letter when we welcome you to your program.

Click Go on your connected account to get into our VIP Room. On your first visit, it will take you right into our enrolment centre so you can learn more about your program, how it works, and join your program.

If you need help, call  us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.


Manage my money

Sign in to see details of your investments.

  • See your account balance on the homepage.
  • To see balances by plan, go to View your holdings > Plan summary.
  • To see rates of return, go to Consult investments > Personalized rate of return.

On the app

1 Sign in to the Manulife Mobile app on your phone or tablet see your balance for each plan on the home screen.

2 Tap Returns at the bottom of the screen to see the rates of return and the details of your investments.

To speak with someone about your money, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To make regular contributions from your paycheque (if your plan allows it), follow the steps below.

To change how much goes into your plan from your pay

1 Sign in.

2 Go to Manage your plans > Contribution rate and follow the instructions to change your contributions.

One-time contribution (if your plan allows it)

To put a specific amount of money in your plan just once, sometimes called a lump-sum contribution, follow the steps below.

To contribute online

Use the VIP Room (best choice for all plans) (Your contribution must be between $25 and $100,000.)

Sign in.

2 Go to Manage your plans > Online contribution.

Generally, if we get everything we need by 4:00 P.M., Eastern time, on a business day, we put your money in your plan that same day; otherwise, we put it in on the next business day. For stock plans we should get everything before noon on a business day.

Use the app

1 Sign in to the Manulife Mobile app on your phone or tablet.

2 Tap Transaction at the bottom of the screen and select Lump Sum Contribution.

Contribute online through your bank’s site (RRSP and TFSA only)

1 Sign in to your online bank account.

2 Go to the feature for paying your bills (it might be called pay a bill or something similar).

3 Add Manulife as a payee to put your plan on your list. Look for Manulife - Group RRSP Member or Manulife - Group TFSA Member.

4 When it asks for your Manulife account number, enter your member number. It’s under Your personal information on the second-to-last page of your statement.

5 Follow the steps to pay a bill to submit your contribution.

There will be a delay between the date you submit your contribution and the date we put it in your plan.

Otherwise

1 Prepare a signed letter. Tell us:

  • Your member number
  • Your sponsor’s client number
  • Which plan you want to put money in

2 Prepare a cheque:

  • Make it payable to Manulife
  • Write your member number and your sponsor’s client number on it

3 Send your signed letter and cheque together to:
Manulife
PO Box 11464, Succ Centre-ville
Montreal QC  H3C 5M3

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To find out whether you can take money out of your plan, call us at 800 242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Withdrawal

Take money out of your plan by cheque or by direct deposit to your bank account. If your plan lets you withdraw online, you can take $10,000 or less. For more, use a form.

1 Sign in.

2 Go to Manage my plans > Online withdrawal.

Otherwise

1 Fill out a request for withdrawal form.

2 Use the mailing instructions on the form, or send it to us online:

  • Sign in.
  • Go to Manage my plans > Send documents.

If you ask for direct deposit to a new account, don’t forget to provide your banking information—include a void cheque or your banking information, supplied on bank letterhead.

If you ask for direct deposit, we’ll send the money to your bank within 5 business days. Check with your bank to find out when you’ll see it in your account.

If you need help or want more information about taking money out of a specific plan, call us at 800 242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Direct transfer to another plan at Manulife

Move money directly from one plan to another; the plan you’re moving money into can be another plan you have with us.

Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time. If you can take money out of your plan, we’ll explain how it works, how long it takes, and how it affects your taxes. 

Direct transfer to another financial institution

Move money directly from one plan to another. The plan you’re moving money into can be another plan you have at another financial institution.

1 Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time. If you can take money out of your plan, we’ll explain:

  • How it works
  • How long it takes
  • Whether you have to pay a transfer fee
  • If it affects your taxes

2 Ask the other financial institution for the transfer form you need. It might be a government form (T2033 or T2151), or it might be their own form. Make sure they help you fill out the section about the receiving institution.

3 Fill out the rest of the form. Sign it and date it.

4 Send us the form you filled out. You can send it:

Online

1 Sign in.

2 Go to Manage my plans > Send documents.

Mail

Manulife
PO Box 11464
Succ Centre-ville
Montreal QC  H3C 5M3

Fax

866-499-4480

To the attention of your member number and your sponsor’s client number.

We send your money to the other financial institution within 10 business days. It won’t be on a weekend or holiday. If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To find out whether you can change your funds, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Current savings

Change the funds you picked for the money that’s already in your plan. This is sometimes called an interfund transfer.

1 Sign in.

2 Go to Manage your plans > Interfund transfer.

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Future savings

Change the funds you picked for the money you’re going to put in your plan. This is sometimes called changing your investment instructions. 

Sign in.

2 Go to Manage your plans > Investment instructions.

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Both current and future savings (and make them the same)

Change the funds you picked for both the money that’s already in your plan, and the money you’re going to put in your plan. Both kinds of money will be invested exactly the same way—same funds, same percentages.

1 Sign in.

2 Go to Manage your plans > Investment instructions.

3 Follow the steps to change your funds for your future savings. To invest your current savings the same way, be sure to check the box next to Please rebalance my assets (current holdings) now according to the investment instructions I have provided above.

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Change the amount from your pay that you put in your plan, or change the amount from your pay that you put in your spouse’s plan.

If your plan lets you change your contributions online

1 Sign in.

2 Go to Manage your plans > Contribution rate.

We work with your employer to make this change. This means there will be a delay between the date you submit your change and the date you see it on your pay.

Otherwise

Contact your HR team. They’ll help you change this.

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

You can access your statements online.

1 Sign in.

2 Click on the View your holdings tab.

3 Click on the Statements link.

4 Click on the statement you wish to view (link in blue).

If the option is available, you may request a customized e-statement or change your statement delivery settings.


Manage my information

To switch your statement to online delivery

1 Sign in with your Manulife ID

2 Under View your holdings, go to Statements and click Statement delivery settings.

On the Manulife Mobile app

1 Tap the menu at the top left corner.

2 Tap your name.

3 Select Statement delivery and enable Go paperless.

If you need to update your address, simply update and submit your information online if your plan allows; otherwise, call us at 800-242-1704, Monday to Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

If you’re not sure if you should make changes to your personal information with us or through your HR team

1 Sign in.

2 Go to Manage your plans > Personal data, or call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To change your contact information (street address, email, phone, etc.), follow the steps below.

Online

1 Sign in

2 Go to Manage your plans > Personal data.

Otherwise 

1 Fill out a miscellaneous change form and use the mailing instructions on the form, or

2 Send it to us online

  • Sign in
  • Go to Manage your plans > Send documents.

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

For some types of changes—changing your name or your marital status from married to single or divorced—you’ll need to send us supporting documents. Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time, to get help with these types of changes.

To change your benficiary

1 Sign in.

2 Go to Manage your plans > Beneficiaries.

Otherwise

1 Fill out a miscellaneous change form.

2 If you named an irrevocable beneficiary last time, have the beneficiary sign a waiver of rights as irrevocable beneficiary form. To find the form:

  • Sign in.
  • Go to Plan your financial future > Helpful information.
  • Use the mailing instructions on the form (or forms) you filled out, or send it to us online:
    1. Sign in.
    2. Go to Manage my plans > Send documents.

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.


Manage my account

To send us something for your program/plan

1 Sign in.

2 Go to Manage your plans > Send documents to send us something online.

Or, if you’ve filled out one of our forms, you can use the mailing instructions on the form.

If you need help, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Find more forms

1 Sign in.

2 Go to Manage your plans > Helpful information.

If you can’t find the form you’re looking for, call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

Forms you may need

Call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time, and we can help you.


Find out about

Going through a change at work or planning to retire? You don’t have to lose the power of your group plan!

Continue to save, invest, and grow your savings with the Manulife Personal Plan. 
Check it out, then let’s chat about your options. 

Call us at 866-991-3056, Monday through Friday, 9:00 A.M. to 5:00 P.M., Eastern time.

Closing your account? You may need the termination request form.

Go to manulife.ca/tax to learn which tax documents we prepare, where and when to expect them, and what your deadlines are to report them.

See the Canada Revenue Agency (CRA) website for complete information on the Home Buyers' Plan (HBP), including eligibility criteria. To apply for the HBP, you must complete the T1036 form, available on the site. Any contributions you've made into an RRSP within a recent timeframe aren't eligible for the HBP. See the CRA website for the most recent rules. Other restrictions may apply; please verify your plan rules or contact us for more information at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To send us the completed form, follow the steps below.

Online

1 Sign in.

2 Go to Manage my plans > Send documents.

Mail

Manulife
CP 11464 SUCC CENTRE VILLE
(to the attention of RS …)
Montréal (Québec)
H3C 5M3

If you ask for direct deposit, don’t forget to provide your banking informationinclude a void cheque or your banking information, supplied on bank letterhead.

Your request should be processed within 10 business days and withdrawal fees may apply. Should you require assistance, you may call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

See the LLP guide ( RC4112). issued by the Canada Revenue Agency (CRA) for complete information on the LLP and to see if you qualify. To apply for the LLP, you must complete the RC96 form. Any contributions you have made into an RRSP within a recent timeframe aren't eligible for the LLP withdrawal. See the CRA website for the most recent rules. Other restrictions may apply. Please verify your plan rules or contact us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.

To send us the completed form, follow the steps below.

Online

1 Sign in.

2 Go to Manage my plans > Send documents.

Mail

Manulife
CP 11464 SUCC CENTRE VILLE
(to the attention of RS…)
Montréal (Québec)
H3C 5M3

If you ask for direct deposit, don’t forget to provide your banking information—include a void cheque or your banking information, supplied on bank letterhead.

Your request should be processed within 10 business days and withdrawal fees may apply. Should you require assistance, you may call us at 800-242-1704, Monday through Friday, 8:00 A.M. to 8:00 P.M., Eastern time.


Getting help setting up my Manulife ID

Need help setting up your Manulife ID? You can find everything you need—including FAQs, a step-by-step video, and a how-to flyer at manulife.ca/membersupport.