Get Non-financial Changes - Manulife Financial

This guide provides a step-by-step approach to completing the Non-financial Changes form for Manulife Financial. It is designed to assist users in navigating the online process and ensuring all necessary details are thoroughly and accurately filled out.

Follow the steps to complete the Non-financial Changes form effectively.

1. Press the ‘Get Form’ button to obtain the Non-financial Changes form. This allows you to access the form needed to initiate any necessary changes.
2. In the Contract Details section, fill in all contract numbers related to changes. Ensure to provide complete and accurate information.
3. In the Changing Beneficiaries section, specify individuals who will receive a death benefit, detailing their relationship to the annuitant. Distribute the percentage of benefits ensuring the total equals 100%.
4. If applicable, indicate if any named beneficiaries are irrevocable. Note the implications of this designation, especially for minors.
5. In the Changing or Adding a Successor Annuitant section, enter the full name and relationship of the successor annuitant. Ensure the signature of the successor annuitant is included.
6. For the Transferring Ownership section, provide the details of the new owner, including their relationship to you. Confirm that any previous ownership designations are canceled.
7. If changing a name, complete that section with the former name, the new name, and reason for the change. Attach relevant legal documents as necessary.
8. In the final section, all relevant parties must sign and date the document. Review to ensure that all information is accurate before proceeding.
9. Once all sections are completed, users can save changes, download, print, or share the form as required.

Complete your Non-financial Changes form online today to ensure your information is up-to-date and accurate.