Get Gp0761e

This guide provides a comprehensive overview of how to fill out the Gp0761e enrolment form for a registered pension plan online. Whether you are familiar with online forms or new to the process, this step-by-step instruction will help ensure accuracy and completeness.

Follow the steps to successfully complete the Gp0761e form.

1. Press the ‘Get Form’ button to obtain the Gp0761e form and open it in the appropriate editor.
2. Indicate if you are currently a Manulife Financial Internet customer by selecting 'Yes' or 'No'.
3. Enter your group policy number, plan number, and member number as instructed by your plan administrator.
4. Complete the member information section. Provide your last name, first name, middle initial, date of birth (in dd/mmm/yyyy format), Sex (select Male, Female, or preferred designation), and your Social Insurance Number (S.I.N.).
5. Specify your marital status and preferred language (English or French). Then, enter your mailing address, including street number, street name, apartment number, city, province, and postal code.
6. Complete the telephone number field and provide your province of employment (entitlement jurisdiction).
7. Fill out the beneficiary information. If you are naming more than one beneficiary, attach a separate page that includes the name and relationship of a trustee for each minor beneficiary. Ensure this attachment is signed and dated.
8. Input the service start date and the plan entry date in the dd/mmm/yyyy format.
9. Designate the relationship of the trustee to any minor beneficiary if applicable. Include the percentage for each contribution type (member required, member voluntary, and sponsor required) and ensure the total allocations equal 100%.
10. Read and agree to the enrolment authorization section. By signing, you confirm that you have read, understood, and agree to the terms. Sign and date as the member.
11. If required, have the Plan Administrator sign and date the form.
12. Once all information is complete, save your changes, download, print, or share the completed form as needed.

Complete your Gp0761e enrolment form online now to ensure your pension plan is set up correctly.