Get Manulife Downloadable Forms

Filling out the Manulife Downloadable Forms online can simplify the process of designating a beneficiary for your plan. This guide provides step-by-step instructions to help you efficiently complete the form, ensuring all necessary information is provided accurately.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your policy and member information in the designated fields. If the beneficiary designation applies to more than one policy, ensure to include all policy numbers in the Group Policy number field. Include your customer number, last name, and Rogers Employee ID.
3. In the beneficiary information section, provide the name and relationship of each beneficiary. For a minor beneficiary, you will need to complete the trustee information, including the name and relationship of the trustee.
4. If you have more than one beneficiary, attach a separate page with the required information, including the percentage allocation for each beneficiary and their relationship to you. Ensure that this attachment is signed and dated.
5. Review the sections regarding the revocable or irrevocable nature of your beneficiary designations. Specify your choice, and acknowledge the implications of each option.
6. Complete the signatures section by signing the form and providing the necessary witness information. If applicable, ensure that the current irrevocable beneficiary consents to any changes.
7. After all sections are filled out accurately, save any changes you have made to the form. You may then download, print, or share the completed form as needed.

Start filling out your documents online today to ensure your beneficiary designations are up to date.