Get Withdrawal Form - Manulife Financial

Completing the Withdrawal Form - Manulife Financial online is an essential step for users looking to make cash withdrawals. This guide provides clear instructions for each section of the form, ensuring a smooth and efficient process.

Follow the steps to successfully complete your withdrawal form.

1. Press the ‘Get Form’ button to obtain the Withdrawal Form and open it in the editor.
2. Begin by entering your personal information in the designated fields. Fill in your employer name, group policy number, member number, and customer number. Then, provide your last name, first name, middle initial, mailing address (including street, apartment number, city, province, country, and postal code), telephone number, extension, and email address.
3. Indicate your withdrawal amount by selecting either a full withdrawal of all funds or specifying a partial withdrawal amount. Ensure that the partial withdrawal amount equals the total amount shown in the specified fields. You may also opt to withdraw from specific investments by entering the investment code and corresponding amount for each desired withdrawal.
4. Choose your preferred payment method. You can select a direct deposit option, which is available only for Canadian currency bank accounts, or a cheque. If you choose the cheque option, specify the bank name and the address where the cheque should be mailed, including the transit number, institution number, and account number.
5. Sign the form to acknowledge that you understand the funds may be subject to income tax withholding or fees. Certify that the information provided is accurate to the best of your knowledge. Include the date of signing.
6. If required, obtain the signatures of any irrevocable beneficiaries or plan administrators along with the respective dates.
7. Follow the mailing instructions to send your completed form to Manulife Financial at the designated address. Consider retaining a copy for your records.

Complete your Withdrawal Form - Manulife Financial online to get started on your cash withdrawal.