For plan members

Given the current situation and the possibility of delays in postal services, we encourage you to use our online services.

If you have to send us a paper form, please send it, along with any accompanying information or receipts, via our secure forms submission page rather than by mail.



  • Keep copies of all correspondence for at least 12 months.
  • Originals will not be returned.


Request for conversion – 14141E (PDF, 1.5 MB) Opens in a new window.

This form is used to convert your group life or critical illness insurance into individual insurance.

​​Important​ :

This form must be completed and sent to us within 31 days following the termination or reduction of your life insurance or the termination of your critical illness insurance.

Notice of cancellation – 19210E (PDF, 1.8 MB) Opens in a new window.

This form is used to cancel your optional benefits.

​​Important​ :

You have 10 days from when you receive the insurer’s letter of approval to complete and return this form.

Declaration of Dependent Children Aged 18 to 25 or 21 to 25 Inclusive (According to Contract Provisions) – 19131A (PDF, 1 MB) Opens in a new window.

This form is used to report on or maintain the status of a dependent child who has reached the age of 18 or 21 (depending on the age limit stipulated in the policy).

​​Important​ :

This form is normally filled out and returned to us once a year at the beginning of each fall session. To learn more about the definition of dependent child, refer to your policy or contact your plan administrator.

Request for Designation or Change of Beneficiary(ies) or Trustee – 20007A (PDF, 1.5 MB) Opens in a new window.

This form is used to designate or change beneficiaries.

​​Important​ :

This form is needed to change an irrevocable beneficiary. The irrevocable beneficiary has to sign this form to give their consent. To find out more, read The Designation of Beneficiaries – 08137E (PDF, 118 KB) Opens in a new window.

Confirmation of a Dependent Child’s Functional Impairment – 09296E (PDF, 573 KB) Opens in a new window.

This form is used to advise us if a dependent child has a functional impairment.

​​Important​ :

One section of this form is completed by the attending physician.

Questionnaire on Smoking Habits – 02754A (PDF, 300 KB) Opens in a new window.

This form is filled out by the plan member to take advantage of the special non-smoker rate for certain benefits, if permitted by the contract.