Life insurance

Instructions

  1. Fill out and sign the form
  2. Gather original supporting documents
  3. Send everything to the address indicated on the form

Prior to sending one of the following forms, please contact our Customer Contact Centre since other documents may be required.

MONTREAL
Telephone : 1 888 558-5525 This link will launch your default phone software. or 514 285-3000 This link will launch your default phone software.
Fax : 1 866 557-7374

Prior to sending one of the following forms, please contact our Customer Contact Centre since other documents may be required.

TORONTO
Telephone : 1 800 278-0669 This link will launch your default phone software.
Fax : 1 888 716-4355

Vision and SOLO product forms


Claimant's statement - Death claim – 98069E (PDF, 334 KB) Opens in a new window.

To be completed to notice us of death.

Important:

Death certificate must be attached to the completed form.


Application for minor change – 09614A (PDF, 1.1 MB) Opens in a new window.

Form to be completed if you wish to:

  • change the policyowner or add a second policyowner
  • designate or change the beneficiary for: life, long term care, critical illness and health coverage insurance
  • designate or change the trustee for minor beneficiary
  • designate or change the contingent policyowner
  • designate or change the contingent beneficiary
  • change name for individuals and legal entity
  • change the policyowner following the death of the current policyowner.

Total Long-term Care (Independent Living, Loss-of-independence Coverage, Long-term Care Advance, Accelerated Independence) – 06223E (PDF, 310 KB) Opens in a new window.

To submit a claim in the case of a loss-of-independence.


Changes to the savings fund of a Vision contract – 06252E (PDF, 181 KB) Opens in a new window.

To be completed to make a change to the Savings funds of a Vision Contract.


Appendix

Authorization to collect and communicate personal information (Death) - 06024E (PDF, 286 KB) Opens in a new window.

Must be completed when submitting a claim in the event of death.

Important:

Original document required.