Forms
Application
Form title |
Form description |
|---|---|
Application form for a group Retirement Savings Plan (RSP) |
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Application form for a group tax-free savings account (TFSA) |
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Application for a non-registered savings plan (NRSP) |
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Application for a Retirement Income Fund (RIF), Life Income Fund (LIF), Locked-in Retirement Fund (LRIF), prescribed Retirement Income Fund (PRIF), or Restricted Life Income Fund (RLIF) |
Money in
Form title |
Form description |
|---|---|
Form authorizing Manulife to make withdrawals from your account |
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Preauthorized cheque plan (PAC) request and authorization (PDF) |
Start, change, or stop contribution deductions from your bank account |
Make a one-time payment to your group Registered Retirement Savings Plan (RRSP) |
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Add money to your tax-free savings account (TFSA) outside of a payroll deduction |
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Add money to your non-registered savings plan (NRSP) outside of a payroll deduction |
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| Choose which funds you'd like to invest in going forward |
Other
Form title |
Form description |
|---|---|
Transfer money from your account outside of Manulife to your Registered Retirement Savings Plan (RRSP), Locked-in Retirement Savings Plan (LRSP), Locked-in Retirement Account (LIRA), tax-free savings account (TFSA), or Registered Pension Plan (RPP) |
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Transfer money to Manulife’s Group Retirement Income Plan (GRIP) |
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Transfer between investments to change fund direction |
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| Interfund transfer for existing assets—RRIF, LIF, LRIF, PRIF, RLIF (PDF) | Transfer between Registered Retirement Income Fund (RRIF), Life Income Fund (LIF), Locked-in Retirement Fund (LRIF), prescribed Retirement Income Fund (PRIF), or Restricted Life Income Fund (RLIF) investments to change fund direction |
Add the names and details of your spouse and beneficiary |
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Update your contact details, name, or beneficiary |
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Change or update your information—RRIF, LIF, LRIF, PRIF (PDF) |
Update your contact details, name, banking information, or beneficiary on your Registered Retirement Income Fund (RRIF), Life Income Fund (LIF), prescribed Retirement Income Fund (PRIF), or Restricted Life Income Fund (RLIF) |
| Transfer your RRIF, LIF, LRIF, PRIF, or RLIF (PDF) | Form to transfer your Registered Retirement Income Fund (RRIF), Life Income Fund (LIF), Locked-in Retirement Fund (LRIF), prescribed Retirement Income Fund (PRIF), or Restricted Life Income Fund (RLIF) to another financial institution or individual plan with Manulife |
Notice of death form to be completed by a plan sponsor/employer and beneficiary/executor for a plan member |
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Notice of death—payment or transfer of group retirement income plan (PDF) |
Notice of death form to pay out or transfer a Registered Retirement Income Fund (RRIF), Life Income Fund (LIF), Locked-in Retirement Fund (LRIF), prescribed Retirement Income Fund (PRIF), or Restricted Life Income Fund (RLIF) |
Form to withdraw money from your group retirement income plan (GRIP) |
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Form to transfer between policies or plan groups |
Endorsement
Form title |
Form description |
|---|---|
Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in Alberta |
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Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in British Columbia (BC) |
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Document with an addendum to a Registered Retirement Savings Plan (RRSP) contract |
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Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in New Brunswick |
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Newfoundland and Labrador pension funds—Locked-in Retirement Account (LIRA) endorsement (PDF) |
Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in Newfoundland and Labrador |
Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in Nova Scotia |
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Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in Ontario |
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Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in Quebec |
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Document with locking-in provisions for a Locked-in Retirement Account (LIRA) in Saskatchewan |
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Document with Locked-in Registered Retirement Savings Plan (LRSP) endorsement for federal Pension Benefits Standard Act (PBSA) pension funds |
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Document with Restricted Locked-in Savings Plan (RLSP) endorsement for federal Pension Benefits Standard Act (PBSA) pension funds |
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Document with prescribed Registered Retirement Income Fund (RRIF) endorsement for Manitoba pension funds |
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Saskatchewan pension funds—prescribed RRIF endorsement (PDF) |
Document with prescribed Registered Retirement Income Fund (RRIF) endorsement for Saskatchewan pension funds |
Document with Life Income Fund (LIF) endorsement for British Columbia (BC) pension funds |
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Document with Life Income Fund (LIF) addendum to Registered Retirement Income Fund (RRIF) contract for the Pension Benefits Standard Act (PBSA), Manitoba |
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Newfoundland and Labrador pension funds—LIF endorsement (PDF) |
Document with Life Income Fund (LIF) endorsement for Newfoundland and Labrador pension funds |
Nova Scotia pension funds opened after 4/25—LIF endorsement (PDF) |
Document with Life Income Fund (LIF) endorsement for Newfoundland and Labrador pension funds opened after April 2025 |
Nova Scotia pension funds opened before 4/25—LIF endorsement (PDF) |
Document with Life Income Fund (LIF) endorsement for Newfoundland and Labrador pension funds opened before April 2025 |
Document with Life Income Fund (LIF) endorsement for Ontario pension funds |
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Document with Life Income Fund (LIF) endorsement for Quebec pension funds |
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Document with Life Income Fund (LIF) endorsement for federal Pension Benefits Standard Act (PBSA) pension funds |
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Document with Restricted Life Income Fund (LIF) endorsement for federal Pension Benefits Standard Act (PBSA) pension funds |
Addendum
Form title |
Form description |
|---|---|
Stock only—LIRA/LRSP addendum for Group Retirement Savings Plan (PDF) |
Document includes locking-in provisions for your Retirement Savings Plan (RSP) contract in which directly held stock is the only investment |
Document includes locking-in provisions for your Retirement Savings Plan (RSP) contract in which directly held stock is one of the many options for investment |
Money out
Form title |
Form description |
|---|---|
Form to close your account because your employment is ending, you retired, or you're leaving due to a disability |