Get Gp4981e Withdrawal Bformb Aonlayout 1 - Manulife

This guide provides users with comprehensive information on how to fill out the GP4981E Withdrawal Form accurately and effectively. By following these steps, you can ensure a smooth submission process for your withdrawal request.

Follow the steps to complete the GP4981E Withdrawal Form

1. Click the ‘Get Form’ button to access the GP4981E Withdrawal Form. This will allow you to download or open the form in a suitable online editor for completion.
2. Begin by filling out the general information section. Clearly print the following details: plan sponsor/employer name (Aon Canada Inc.), group policy number, employee ID, and customer number. Make sure to include your last name, first name, middle initial, mailing address (including number, street, apartment number), city, province, postal code, and telephone number with extension. Additionally, provide your email address.
3. In the withdrawal option request section, clearly indicate the reason for your withdrawal by checking one of the two boxes provided. The options are: either to make a withdrawal while continuing as a member or to make a full withdrawal and close your account.
4. Next, review the withdrawal options for company shares. Decide how you want to handle your shares by selecting one of the options presented and providing the necessary information, such as the number of whole shares you wish to withdraw.
5. If you choose to sell your shares, specify how you want to receive your payment. Provide your home address for a payment by cheque or the information required for direct deposit, including your bank name, transit number, institution number, and account number.
6. Alternatively, indicate if you prefer to transfer cash proceeds to your Aon RRSP or transfer your shares in-kind to a brokerage account. Provide the name of the brokerage firm, account number, address, CUID, and account type.
7. Sign and date the form. Make sure to include your signature, the date signed, and, if applicable, the irrevocable beneficiary's signature and their date signed.
8. Lastly, retain a copy of the completed form for your records. You can then submit your completed form to Manulife Financial via the provided mailing address or fax number.

Complete your withdrawal form online today and ensure all information is accurately filled out for a seamless submission.