Forms & guides
Everything you need, in one place.
Online change forms
Send documents
e-Signature guidelines
e-Signature how-to videos
Can't find the form you need? Click here to view all available forms.
Add to / remove from My forms
Client form
Secured file
Sign your form and upload it with the Send Documents tool. Make sure your signature closely matches ours for faster processing.
| Title | Form number | Revision date | Link | ||
|---|---|---|---|---|---|
| “In Good Order” (IGO) Transaction Guidelines – Investment Products Operations Administrative Guide | IP59 | 9/23 | |||
| “In Good Order” (IGO) Transaction Guidelines – Life Operations Administrative Guide | LP1352 | 9/23 | |||
| “In Good Order” (IGO) Transaction Guidelines for WFG – Life Operations Administrative Guide | WFG-LP2152 | 9/23 | |||
| Activities (Ongoing) Questionnaire | CL2141 | 9/22 | |||
| Activities Questionnaire | CL2140 | 9/22 | |||
| Advisor Screening Questionnaire | DCC1698 | 9/23 | |||
| Affidavit | IV1783 | 9/22 | |||
| Alcohol Usage Questionnaire | UW-ALCQ377 | 9/22 | |||
| Allocation Form | PS425 | 9/23 | |||
| Amendment between ivari and Broker | DCC546 | 9/23 | |||
| Application to Exercise Purchase Option Rider | PC1771 | 9/23 | |||
| Assignment | DCC853 | 9/22 | |||
| Attending Physician’s Statement of Continuing Disability | CL1676 | 9/23 | |||
| Aviation/Ultralight/Ballooning/Hang Gliding Questionnaire | UW-AVIQ312 | 9/22 | |||
| Broker’s Contract | DCC521 | 9/23 | |||
| Broker’s Contracting Kit | DCC1514 | 6/25 | |||
| Certificate of Incumbency | IP-LP1572 | 9/23 | |||
| Certificate of Incumbency – Fillable form | DCC1137 | 9/22 | |||
| Change of Beneficiary Form | PS367 | 9/23 | |||
| Claimant’s Statement (for Investment Products) | CL766 | 9/23 | |||
| Claimant’s Statement (Life Insurance Claim) | CL213 | 9/23 | |||
| Code of Ethical Market Conduct | DCC1388 | 5/25 | |||
| Collateral Assignment | PS391 | 9/23 | |||
| Compassionate Assistance Program – Attending Physician’s Statement | CL1724 | 9/22 | |||
| Confidential Business Financial Questionnaire | UW-BFINQ361 | 9/22 | |||
| Confidential Personal Financial Questionnaire | UW-PFINQ362 | 9/22 | |||
| Confirmation of Compliance by Financial Institution Locked-in Pension Funds | IP533 | 9/22 | |||
| Contact Information Change | IV1527 | 9/23 | |||
| Contingent Owner | PS373 | 9/23 | |||
| Contract Requirements and/or Transfer Request | DCC358 | 10/25 | |||
| Conversion Application | LP1285 | 9/24 | |||
| Convert a Registered Retirement Income Fund (RRIF) to a Registered Retirement Savings Plan (RRSP) | IP1119 | 9/23 | |||
| Corporate/Non-Corporate Entity/Trust Ownership | IP-LP1166 | 9/23 | |||
| Critical Illness Attending Physician’s Statement | CL1476 | 9/23 | |||
| Critical Illness Claimant’s Statement | CL1477 | 9/23 | |||
| CriticalADVANTAGE Claimant’s Statement | CL1007 | 9/23 | |||
| Dealer/Nominee Transfer Form | IP1186 | 9/23 | |||
| Declaration of tax residency for an entity | IP-LP1601 | 9/23 | |||
| Direct Deposit Information | DCC290 | 4/23 | |||
| Drug usage questionnaire | UW-DRUGQ378 | 9/22 | |||
| Education, Training and Experience Questionnaire | CL2142 | 9/22 | |||
| Electronic Funds Transfer (EFT) for express invoice payment | CL2139 | 9/23 | |||
| Employer’s Statement Questionnaire | CL2143 | 9/22 | |||
| Financial Service Form | IP416 | 1/25 | |||
| Five for Life Fund Code Chart | IP1348 | 6/23 | |||
| Foreign Death Questionnaire | CL1720 | 2/24 | |||
| Foreign Travel Questionnaire | UW-FTQ399 | 9/22 | |||
| GROWSafe (GS) / GROWSafe2 (GS2) Fund Code Chart | IP1372 | 6/23 | |||
| GROWSafe3 (GS3) Fund Code Chart | IP653 | 6/23 | |||
| Identity and Third Party Determination | IP-LP782 | 9/23 | |||
| imaxx Guaranteed Investment Funds Application | IP881 | 12/24 | |||
| imaxx Guaranteed Investment Funds Information Folder | IP882 | 12/24 | |||
| imaxxGIF Fund Code Chart | IP884 | 6/23 | |||
| Information organizer | LP1750 | 6/24 | |||
| Initial Attending Physician’s Statement | CL1008 | 9/23 | |||
| Insurance Application | LP257 | 4/25 | |||
| Insured’s Request for Living Benefits | CL1725 | 9/23 | |||
| Insured’s Request for Compassionate Assistance Benefit | CL2111 | 9/23 | |||
| Insured’s Statement for Disability and Waiver Claim | CL1009 | 9/23 | |||
| Investment Managers Series (IMS) III Fund Base Guarantee* form | IP1292 | 9/23 | |||
| Investment Objectives & Segregated Fund Options | IP1478 | 9/15 | |||
| Investor profile questionnaire | LP1402 | 11/21 | |||
| Investor profile questionnaire – WFG advisors | WFG-LP1222 | 11/21 | |||
| ivari Guaranteed Investment Funds – Fund code chart | IP1347 | 6/23 | |||
| ivari’s non face-to-face application guidelines | IV1616 | 9/22 | |||
| ivari’s non-face-to-face insurance application guidelines – WFG advisors | WFG2012 | 9/21 | |||
| ivari’s Underwriting Requirements – Life Insurance Products & Critical Illness Protection Riders | LP2027 | 9/25 | |||
| ivari’s Underwriting Requirements Chart for Life Policy Changes | LP1416 | 2/22 | |||
| Job Analysis | CL1464 | 9/22 | |||
| Limited Power of Attorney – ivari Investment Product Contracts | IP177 | 9/23 | |||
| Limited Power of Attorney – Life Products | LP183 | 9/23 | |||
| Managing Broker’s Contracting Kit | DCC1515 | 9/23 | |||
| Market Intermediary Agreement | DCC522 | 9/23 | |||
| Market Intermediary Agreement (MIA) Kit | DCC1513 | 9/23 | |||
| Martial Arts & Combat Sports Questionnaire | UW-MARTSQ1880 | 9/22 | |||
| Medical Authorization | UW-LP1094 | 9/22 | |||
| Motor Vehicle Authorization (Alberta) | MVR-AB | ||||
| Motor Vehicle Authorization Form (British Columbia) | MVR-BC | ||||
| Motor Vehicle Authorization Form (Manitoba) | MVR-MB | ||||
| Motor Vehicle Authorization Form (Northwest Territories) | MVR-NT | ||||
| Motor Vehicle Authorization Form (Quebec) | MVR-QC | ||||
| Motor Vehicle Authorization Form (Saskatchewan) | MVR-SK | ||||
| Motor Vehicle Authorization Form (Yukon) | MVR-YT | ||||
| Motor Vehicle Authorization Form & Letter (Nunavut) | MVR-NV | ||||
| Motorized Vehicle Questionnaire | UW-DRIVQ379 | 9/22 | |||
| Motorized Vehicle Racing Questionnaire | UW-RACEQ401 | 9/22 | |||
| Mountaineering Questionnaire | UW-MTNQ398 | 9/22 | |||
| Nervous Disorder Questionnaire | UW-NERVQ346 | 9/22 | |||
| NN IP Segregated Funds Products Fund Code Chart | IP1373 | 6/23 | |||
| Non-Financial Service Form for Existing Clients Only | IP426 | 9/23 | |||
| Notice of Cancellation Movable Hypothec without Delivery (Québec) | PS2137 | 9/23 | |||
| Notice of Movable Hypothec without Delivery (Québec) | PS1462 | 9/23 | |||
| Notice of Transfer of Ownership for Insurance Products | PS371 | 2/26 | |||
| Overhead Expense Application Supplement Download | PC1772 | 9/22 | |||
| Parachuting/Sky Diving Questionnaire | UW-PARAQ394 | 9/22 | |||
| Paramedical Examination Report | UW-LP40 | 7/22 | |||
| Physician’s Statement Proof of Death | CL990 | 9/22 | |||
| Plan Type Registration Change | IP421 | 1/25 | |||
| Policy Change Application | LP386 | 4/25 | |||
| Policy Ownership for Corporate & Non-Corporate Entities or Trusts | IP-LP1747 | 9/23 | |||
| Policy Service Application | PS339 | 9/23 | |||
| Politically Exposed Persons and Head of International Organization | IP-LP1165 | 9/23 | |||
| Politically Exposed Persons and Head of International Organization for Claims – For beneficiary use only | CL2110 | 9/23 | |||
| Pre-Authorized Debit (PAD) for Insurance Products | PS375 | 9/23 | |||
| Pre-Disability Self Employed Profile | CL1465 | 9/23 | |||
| prosperity Guaranteed Life and prosperity Simplified Life Product Guide | WFG2228 | 12/25 | |||
| prosperity term Rate Guide – for WFG | WFG-LP1296 | 10/23 | |||
| prosperity Universal Life Fund Code Chart – WFG advisors | WFG-LP1779 | 10/24 | |||
| Questions to be Posed when a Spouse Claims as Beneficiary | CL580 | 9/22 | |||
| Reinstatement and non-smoker change application for Guaranteed and Simplified policies | LP1990 | 6/25 | |||
| Release of Collateral Assignment | PS2136 | 9/22 | |||
| Request for Change of Servicing Representative | DCC369 | 12/24 | |||
| Request for Registration as a RRSP | PS341 | 9/22 | |||
| Residual Income Loss – Current Earnings Statement | CL383 | 9/23 | |||
| Residual Income Loss Prior Earnings Statement | CL356 | 9/23 | |||
| Respiratory (Asthma) Questionnaire | UW-RESPQ347 | 9/22 | |||
| Scuba Diving Questionnaire | UW-SCUQ395 | 9/22 | |||
| Segregated Funds Products Fund Code Chart | IP1490 | 6/23 | |||
| Seizure Questionnaire | UW-SEIZQ349 | 9/22 | |||
| Simply Guaranteed Life and Simplified Life Product Guide | LP2227 | 11/25 | |||
| Single Premium Immediate Annuity (SPIA) Application | IP-NB151 | ||||
| Smoking and/or Tobacco Questionnaire | UW-SMOKQ376 | ||||
| Statement of Persons Insured under Family Insurance Rider | CL578 | 9/22 | |||
| Summary of ivari’s segregated funds | IP1371 | 3/20 | |||
| Supplemental Health Questionnaire for the Insurance Application | LP-HS2126 | ||||
| Supplementary Statement of Disability | CL335 | 9/23 | |||
| Termination of Assignment | DCC854 | ||||
| TermSelect Rate Guide | LP471 | 10/23 | |||
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract | IP1212 | 9/23 | |||
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract – Electronic Kit | IP903T | 12/21 | |||
| Transfer from a Registered Qualified Policy to an ImaxxGIF Contract – Product Comparison Chart | IP1281 | 12/21 | |||
| Transfer of Ownership – Investment products | IP1270 | 9/23 | |||
| Unclaimed Property Request | LP-IP1451 | 9/23 | |||
| Underwriting Height and Weight Chart | LP1403 | 11/23 | |||
| Underwriting requirements chart for Critical Illness policy changes | LP1662 | 1/19 | |||
| Universal Life Fund Code Chart | LP946 | 10/24 | |||
| Valid industries and occupations | IP-LP1971 | 9/22 | |||
| Variable Investment Options (VIO) & General Interest Options (GIO) Universal Life Fund Code Chart | LP946C | 12/24 |
PDF quick tips
My forms
Can't find the form you need? Click here to view all available forms.
Add to / remove from My forms
Client form
Secured file
Sign your form and upload it with the Send Documents tool. Make sure your signature closely matches ours for faster processing.
| Title | Form number | Revision date | Link | ||
|---|---|---|---|---|---|
| “In Good Order” (IGO) Transaction Guidelines – Investment Products Operations Administrative Guide | IP59 | 9/23 | |||
| “In Good Order” (IGO) Transaction Guidelines – Life Operations Administrative Guide | LP1352 | 9/23 | |||
| “In Good Order” (IGO) Transaction Guidelines for WFG – Life Operations Administrative Guide | WFG-LP2152 | 9/23 | |||
| Activities (Ongoing) Questionnaire | CL2141 | 9/22 | |||
| Activities Questionnaire | CL2140 | 9/22 | |||
| Advisor Screening Questionnaire | DCC1698 | 9/23 | |||
| Affidavit | IV1783 | 9/22 | |||
| Alcohol Usage Questionnaire | UW-ALCQ377 | 9/22 | |||
| Allocation Form | PS425 | 9/23 | |||
| Amendment between ivari and Broker | DCC546 | 9/23 | |||
| Application to Exercise Purchase Option Rider | PC1771 | 9/23 | |||
| Assignment | DCC853 | 9/22 | |||
| Attending Physician’s Statement of Continuing Disability | CL1676 | 9/23 | |||
| Aviation/Ultralight/Ballooning/Hang Gliding Questionnaire | UW-AVIQ312 | 9/22 | |||
| Broker’s Contract | DCC521 | 9/23 | |||
| Broker’s Contracting Kit | DCC1514 | 6/25 | |||
| Certificate of Incumbency | IP-LP1572 | 9/23 | |||
| Certificate of Incumbency – Fillable form | DCC1137 | 9/22 | |||
| Change of Beneficiary Form | PS367 | 9/23 | |||
| Claimant’s Statement (for Investment Products) | CL766 | 9/23 | |||
| Claimant’s Statement (Life Insurance Claim) | CL213 | 9/23 | |||
| Code of Ethical Market Conduct | DCC1388 | 5/25 | |||
| Collateral Assignment | PS391 | 9/23 | |||
| Compassionate Assistance Program – Attending Physician’s Statement | CL1724 | 9/22 | |||
| Confidential Business Financial Questionnaire | UW-BFINQ361 | 9/22 | |||
| Confidential Personal Financial Questionnaire | UW-PFINQ362 | 9/22 | |||
| Confirmation of Compliance by Financial Institution Locked-in Pension Funds | IP533 | 9/22 | |||
| Contact Information Change | IV1527 | 9/23 | |||
| Contingent Owner | PS373 | 9/23 | |||
| Contract Requirements and/or Transfer Request | DCC358 | 10/25 | |||
| Conversion Application | LP1285 | 9/24 | |||
| Convert a Registered Retirement Income Fund (RRIF) to a Registered Retirement Savings Plan (RRSP) | IP1119 | 9/23 | |||
| Corporate/Non-Corporate Entity/Trust Ownership | IP-LP1166 | 9/23 | |||
| Critical Illness Attending Physician’s Statement | CL1476 | 9/23 | |||
| Critical Illness Claimant’s Statement | CL1477 | 9/23 | |||
| CriticalADVANTAGE Claimant’s Statement | CL1007 | 9/23 | |||
| Dealer/Nominee Transfer Form | IP1186 | 9/23 | |||
| Declaration of tax residency for an entity | IP-LP1601 | 9/23 | |||
| Direct Deposit Information | DCC290 | 4/23 | |||
| Drug usage questionnaire | UW-DRUGQ378 | 9/22 | |||
| Education, Training and Experience Questionnaire | CL2142 | 9/22 | |||
| Electronic Funds Transfer (EFT) for express invoice payment | CL2139 | 9/23 | |||
| Employer’s Statement Questionnaire | CL2143 | 9/22 | |||
| Financial Service Form | IP416 | 1/25 | |||
| Five for Life Fund Code Chart | IP1348 | 6/23 | |||
| Foreign Death Questionnaire | CL1720 | 2/24 | |||
| Foreign Travel Questionnaire | UW-FTQ399 | 9/22 | |||
| GROWSafe (GS) / GROWSafe2 (GS2) Fund Code Chart | IP1372 | 6/23 | |||
| GROWSafe3 (GS3) Fund Code Chart | IP653 | 6/23 | |||
| Identity and Third Party Determination | IP-LP782 | 9/23 | |||
| imaxx Guaranteed Investment Funds Application | IP881 | 12/24 | |||
| imaxx Guaranteed Investment Funds Information Folder | IP882 | 12/24 | |||
| imaxxGIF Fund Code Chart | IP884 | 6/23 | |||
| Information organizer | LP1750 | 6/24 | |||
| Initial Attending Physician’s Statement | CL1008 | 9/23 | |||
| Insurance Application | LP257 | 4/25 | |||
| Insured’s Request for Living Benefits | CL1725 | 9/23 | |||
| Insured’s Request for Compassionate Assistance Benefit | CL2111 | 9/23 | |||
| Insured’s Statement for Disability and Waiver Claim | CL1009 | 9/23 | |||
| Investment Managers Series (IMS) III Fund Base Guarantee* form | IP1292 | 9/23 | |||
| Investment Objectives & Segregated Fund Options | IP1478 | 9/15 | |||
| Investor profile questionnaire | LP1402 | 11/21 | |||
| Investor profile questionnaire – WFG advisors | WFG-LP1222 | 11/21 | |||
| ivari Guaranteed Investment Funds – Fund code chart | IP1347 | 6/23 | |||
| ivari’s non face-to-face application guidelines | IV1616 | 9/22 | |||
| ivari’s non-face-to-face insurance application guidelines – WFG advisors | WFG2012 | 9/21 | |||
| ivari’s Underwriting Requirements – Life Insurance Products & Critical Illness Protection Riders | LP2027 | 9/25 | |||
| ivari’s Underwriting Requirements Chart for Life Policy Changes | LP1416 | 2/22 | |||
| Job Analysis | CL1464 | 9/22 | |||
| Limited Power of Attorney – ivari Investment Product Contracts | IP177 | 9/23 | |||
| Limited Power of Attorney – Life Products | LP183 | 9/23 | |||
| Managing Broker’s Contracting Kit | DCC1515 | 9/23 | |||
| Market Intermediary Agreement | DCC522 | 9/23 | |||
| Market Intermediary Agreement (MIA) Kit | DCC1513 | 9/23 | |||
| Martial Arts & Combat Sports Questionnaire | UW-MARTSQ1880 | 9/22 | |||
| Medical Authorization | UW-LP1094 | 9/22 | |||
| Motor Vehicle Authorization (Alberta) | MVR-AB | ||||
| Motor Vehicle Authorization Form (British Columbia) | MVR-BC | ||||
| Motor Vehicle Authorization Form (Manitoba) | MVR-MB | ||||
| Motor Vehicle Authorization Form (Northwest Territories) | MVR-NT | ||||
| Motor Vehicle Authorization Form (Quebec) | MVR-QC | ||||
| Motor Vehicle Authorization Form (Saskatchewan) | MVR-SK | ||||
| Motor Vehicle Authorization Form (Yukon) | MVR-YT | ||||
| Motor Vehicle Authorization Form & Letter (Nunavut) | MVR-NV | ||||
| Motorized Vehicle Questionnaire | UW-DRIVQ379 | 9/22 | |||
| Motorized Vehicle Racing Questionnaire | UW-RACEQ401 | 9/22 | |||
| Mountaineering Questionnaire | UW-MTNQ398 | 9/22 | |||
| Nervous Disorder Questionnaire | UW-NERVQ346 | 9/22 | |||
| NN IP Segregated Funds Products Fund Code Chart | IP1373 | 6/23 | |||
| Non-Financial Service Form for Existing Clients Only | IP426 | 9/23 | |||
| Notice of Cancellation Movable Hypothec without Delivery (Québec) | PS2137 | 9/23 | |||
| Notice of Movable Hypothec without Delivery (Québec) | PS1462 | 9/23 | |||
| Notice of Transfer of Ownership for Insurance Products | PS371 | 2/26 | |||
| Overhead Expense Application Supplement Download | PC1772 | 9/22 | |||
| Parachuting/Sky Diving Questionnaire | UW-PARAQ394 | 9/22 | |||
| Paramedical Examination Report | UW-LP40 | 7/22 | |||
| Physician’s Statement Proof of Death | CL990 | 9/22 | |||
| Plan Type Registration Change | IP421 | 1/25 | |||
| Policy Change Application | LP386 | 4/25 | |||
| Policy Ownership for Corporate & Non-Corporate Entities or Trusts | IP-LP1747 | 9/23 | |||
| Policy Service Application | PS339 | 9/23 | |||
| Politically Exposed Persons and Head of International Organization | IP-LP1165 | 9/23 | |||
| Politically Exposed Persons and Head of International Organization for Claims – For beneficiary use only | CL2110 | 9/23 | |||
| Pre-Authorized Debit (PAD) for Insurance Products | PS375 | 9/23 | |||
| Pre-Disability Self Employed Profile | CL1465 | 9/23 | |||
| prosperity Guaranteed Life and prosperity Simplified Life Product Guide | WFG2228 | 12/25 | |||
| prosperity term Rate Guide – for WFG | WFG-LP1296 | 10/23 | |||
| prosperity Universal Life Fund Code Chart – WFG advisors | WFG-LP1779 | 10/24 | |||
| Questions to be Posed when a Spouse Claims as Beneficiary | CL580 | 9/22 | |||
| Reinstatement and non-smoker change application for Guaranteed and Simplified policies | LP1990 | 6/25 | |||
| Release of Collateral Assignment | PS2136 | 9/22 | |||
| Request for Change of Servicing Representative | DCC369 | 12/24 | |||
| Request for Registration as a RRSP | PS341 | 9/22 | |||
| Residual Income Loss – Current Earnings Statement | CL383 | 9/23 | |||
| Residual Income Loss Prior Earnings Statement | CL356 | 9/23 | |||
| Respiratory (Asthma) Questionnaire | UW-RESPQ347 | 9/22 | |||
| Scuba Diving Questionnaire | UW-SCUQ395 | 9/22 | |||
| Segregated Funds Products Fund Code Chart | IP1490 | 6/23 | |||
| Seizure Questionnaire | UW-SEIZQ349 | 9/22 | |||
| Simply Guaranteed Life and Simplified Life Product Guide | LP2227 | 11/25 | |||
| Single Premium Immediate Annuity (SPIA) Application | IP-NB151 | ||||
| Smoking and/or Tobacco Questionnaire | UW-SMOKQ376 | ||||
| Statement of Persons Insured under Family Insurance Rider | CL578 | 9/22 | |||
| Summary of ivari’s segregated funds | IP1371 | 3/20 | |||
| Supplemental Health Questionnaire for the Insurance Application | LP-HS2126 | ||||
| Supplementary Statement of Disability | CL335 | 9/23 | |||
| Termination of Assignment | DCC854 | ||||
| TermSelect Rate Guide | LP471 | 10/23 | |||
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract | IP1212 | 9/23 | |||
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract – Electronic Kit | IP903T | 12/21 | |||
| Transfer from a Registered Qualified Policy to an ImaxxGIF Contract – Product Comparison Chart | IP1281 | 12/21 | |||
| Transfer of Ownership – Investment products | IP1270 | 9/23 | |||
| Unclaimed Property Request | LP-IP1451 | 9/23 | |||
| Underwriting Height and Weight Chart | LP1403 | 11/23 | |||
| Underwriting requirements chart for Critical Illness policy changes | LP1662 | 1/19 | |||
| Universal Life Fund Code Chart | LP946 | 10/24 | |||
| Valid industries and occupations | IP-LP1971 | 9/22 | |||
| Variable Investment Options (VIO) & General Interest Options (GIO) Universal Life Fund Code Chart | LP946C | 12/24 |
Add to / remove from My forms
Client form
Secured file
Sign your form and upload it with the Send Documents tool. Make sure your signature closely matches ours for faster processing.
| Title | Form number | Revision date | Link | ||
|---|---|---|---|---|---|
| Allocation Form | PS425 | 9/23 | |||
| Change of Beneficiary Form | PS367 | 9/23 | |||
| Claimant’s Statement (Life Insurance Claim) | CL213 | 9/23 | |||
| Contact Information Change | IV1527 | 9/23 | |||
| Conversion Application | LP1285 | 9/24 | |||
| Financial Service Form | IP416 | 1/25 | |||
| Identity and Third Party Determination | IP-LP782 | 9/23 | |||
| Insurance Application | LP257 | 4/25 | |||
| ivari’s Underwriting Requirements – Life Insurance Products & Critical Illness Protection Riders | LP2027 | 9/25 | |||
| Notice of Transfer of Ownership for Insurance Products | PS371 | 2/26 | |||
| Policy Change Application | LP386 | 4/25 | |||
| Policy Ownership for Corporate & Non-Corporate Entities or Trusts | IP-LP1747 | 9/23 | |||
| Policy Service Application | PS339 | 9/23 | |||
| Politically Exposed Persons and Head of International Organization | IP-LP1165 | 9/23 | |||
| Pre-Authorized Debit (PAD) for Insurance Products | PS375 | 9/23 | |||
| Request for Change of Servicing Representative | DCC369 | 12/24 | |||
| Universal Life Fund Code Chart | LP946 | 10/24 |
Add to / remove from My forms
Client form
Secured file
Sign your form and upload it with the Send Documents tool. Make sure your signature closely matches ours for faster processing.
| Title | Form number | Revision date | Link | |
|---|---|---|---|---|
| “In Good Order” (IGO) Transaction Guidelines – Investment Products Operations Administrative Guide | IP59 | 9/23 | View PDF | |
| “In Good Order” (IGO) Transaction Guidelines – Life Operations Administrative Guide | LP1352 | 9/23 | View PDF | |
| “In Good Order” (IGO) Transaction Guidelines for WFG – Life Operations Administrative Guide | WFG-LP2152 | 9/23 | View PDF | |
| Advisor Screening Questionnaire | DCC1698 | 9/23 | View PDF | |
| Alcohol Usage Questionnaire | UW-ALCQ377 | 9/22 | View PDF | |
| Amendment between ivari and Broker | DCC546 | 9/23 | View PDF | |
| Assignment | DCC853 | 9/22 | View PDF | |
| Aviation/Ultralight/Ballooning/Hang Gliding Questionnaire | UW-AVIQ312 | 9/22 | View PDF | |
| Broker’s Contract | DCC521 | 9/23 | View PDF | |
| Broker’s Contracting Kit | DCC1514 | 6/25 | View PDF | |
| Certificate of Incumbency – Fillable form | DCC1137 | 9/22 | View PDF | |
| Code of Ethical Market Conduct | DCC1388 | 5/25 | View PDF | |
| Confidential Business Financial Questionnaire | UW-BFINQ361 | 9/22 | View PDF | |
| Confidential Personal Financial Questionnaire | UW-PFINQ362 | 9/22 | View PDF | |
| Contract Requirements and/or Transfer Request | DCC358 | 10/25 | View PDF | |
| Conversion Application | LP1285 | 9/24 | View PDF | |
| Convert a Registered Retirement Income Fund (RRIF) to a Registered Retirement Savings Plan (RRSP) | IP1119 | 9/23 | View PDF | |
| Direct Deposit Information | DCC290 | 4/23 | View PDF | |
| Drug usage questionnaire | UW-DRUGQ378 | 9/22 | View PDF | |
| Foreign Travel Questionnaire | UW-FTQ399 | 9/22 | View PDF | |
| imaxx Guaranteed Investment Funds Application | IP881 | 12/24 | View PDF | |
| Information organizer | LP1750 | 6/24 | View PDF | |
| Insurance Application | LP257 | 4/25 | View PDF | |
| Investor profile questionnaire | LP1402 | 11/21 | View PDF | |
| ivari’s non face-to-face application guidelines | IV1616 | 9/22 | View PDF | |
| ivari’s non-face-to-face insurance application guidelines – WFG advisors | WFG2012 | 9/21 | View PDF | |
| ivari’s Underwriting Requirements – Life Insurance Products & Critical Illness Protection Riders | LP2027 | 9/25 | View PDF | |
| ivari’s Underwriting Requirements Chart for Life Policy Changes | LP1416 | 2/22 | View PDF | |
| Managing Broker’s Contracting Kit | DCC1515 | 9/23 | View PDF | |
| Market Intermediary Agreement | DCC522 | 9/23 | View PDF | |
| Market Intermediary Agreement (MIA) Kit | DCC1513 | 9/23 | View PDF | |
| Martial Arts & Combat Sports Questionnaire | UW-MARTSQ1880 | 9/22 | View PDF | |
| Medical Authorization | UW-LP1094 | 9/22 | View PDF | |
| Motor Vehicle Authorization (Alberta) | MVR-AB | View PDF | ||
| Motor Vehicle Authorization Form (British Columbia) | MVR-BC | View PDF | ||
| Motor Vehicle Authorization Form (Manitoba) | MVR-MB | View PDF | ||
| Motor Vehicle Authorization Form (Northwest Territories) | MVR-NT | View PDF | ||
| Motor Vehicle Authorization Form (Quebec) | MVR-QC | View PDF | ||
| Motor Vehicle Authorization Form (Saskatchewan) | MVR-SK | View PDF | ||
| Motor Vehicle Authorization Form (Yukon) | MVR-YT | View PDF | ||
| Motor Vehicle Authorization Form & Letter (Nunavut) | MVR-NV | View PDF | ||
| Motorized Vehicle Questionnaire | UW-DRIVQ379 | 9/22 | View PDF | |
| Motorized Vehicle Racing Questionnaire | UW-RACEQ401 | 9/22 | View PDF | |
| Mountaineering Questionnaire | UW-MTNQ398 | 9/22 | View PDF | |
| Nervous Disorder Questionnaire | UW-NERVQ346 | 9/22 | View PDF | |
| Parachuting/Sky Diving Questionnaire | UW-PARAQ394 | 9/22 | View PDF | |
| Paramedical Examination Report | UW-LP40 | 7/22 | View PDF | |
| prosperity Guaranteed Life and prosperity Simplified Life Product Guide | WFG2228 | 12/25 | View PDF | |
| Respiratory (Asthma) Questionnaire | UW-RESPQ347 | 9/22 | View PDF | |
| Scuba Diving Questionnaire | UW-SCUQ395 | 9/22 | View PDF | |
| Seizure Questionnaire | UW-SEIZQ349 | 9/22 | View PDF | |
| Simply Guaranteed Life and Simplified Life Product Guide | LP2227 | 11/25 | View PDF | |
| Single Premium Immediate Annuity (SPIA) Application | IP-NB151 | View PDF | ||
| Smoking and/or Tobacco Questionnaire | UW-SMOKQ376 | View PDF | ||
| Supplemental Health Questionnaire for the Insurance Application | LP-HS2126 | View PDF | ||
| Termination of Assignment | DCC854 | View PDF | ||
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract – Electronic Kit | IP903T | 12/21 | View PDF | |
| Underwriting Height and Weight Chart | LP1403 | 11/23 | View PDF | |
| Underwriting requirements chart for Critical Illness policy changes | LP1662 | 1/19 | View PDF |
Add to / remove from My forms
Client form
Secured file
Sign your form and upload it with the Send Documents tool. Make sure your signature closely matches ours for faster processing.
| Title | Form number | Revision date | Link | |
|---|---|---|---|---|
| Activities (Ongoing) Questionnaire | CL2141 | 9/22 | ||
| Activities Questionnaire | CL2140 | 9/22 | ||
| Affidavit | IV1783 | 9/22 | ||
| Allocation Form | PS425 | 9/23 | ||
| Application to Exercise Purchase Option Rider | PC1771 | 9/23 | ||
| Attending Physician’s Statement of Continuing Disability | CL1676 | 9/23 | ||
| Certificate of Incumbency | IP-LP1572 | 9/23 | ||
| Change of Beneficiary Form | PS367 | 9/23 | ||
| Claimant’s Statement (for Investment Products) | CL766 | 9/23 | ||
| Claimant’s Statement (Life Insurance Claim) | CL213 | 9/23 | ||
| Collateral Assignment | PS391 | 9/23 | ||
| Compassionate Assistance Program – Attending Physician’s Statement | CL1724 | 9/22 | ||
| Confirmation of Compliance by Financial Institution Locked-in Pension Funds | IP533 | 9/22 | ||
| Contact Information Change | IV1527 | 9/23 | ||
| Contingent Owner | PS373 | 9/23 | ||
| Corporate/Non-Corporate Entity/Trust Ownership | IP-LP1166 | 9/23 | ||
| Critical Illness Attending Physician’s Statement | CL1476 | 9/23 | ||
| Critical Illness Claimant’s Statement | CL1477 | 9/23 | ||
| CriticalADVANTAGE Claimant’s Statement | CL1007 | 9/23 | ||
| Dealer/Nominee Transfer Form | IP1186 | 9/23 | ||
| Declaration of tax residency for an entity | IP-LP1601 | 9/23 | ||
| Education, Training and Experience Questionnaire | CL2142 | 9/22 | ||
| Electronic Funds Transfer (EFT) for express invoice payment | CL2139 | 9/23 | ||
| Employer’s Statement Questionnaire | CL2143 | 9/22 | ||
| Financial Service Form | IP416 | 1/25 | ||
| Five for Life Fund Code Chart | IP1348 | 6/23 | ||
| Foreign Death Questionnaire | CL1720 | 2/24 | ||
| GROWSafe (GS) / GROWSafe2 (GS2) Fund Code Chart | IP1372 | 6/23 | ||
| GROWSafe3 (GS3) Fund Code Chart | IP653 | 6/23 | ||
| Identity and Third Party Determination | IP-LP782 | 9/23 | ||
| imaxx Guaranteed Investment Funds Information Folder | IP882 | 12/24 | ||
| imaxxGIF Fund Code Chart | IP884 | 6/23 | ||
| Initial Attending Physician’s Statement | CL1008 | 9/23 | ||
| Insured’s Request for Living Benefits | CL1725 | 9/23 | ||
| Insured’s Request for Compassionate Assistance Benefit | CL2111 | 9/23 | ||
| Insured’s Statement for Disability and Waiver Claim | CL1009 | 9/23 | ||
| Investment Managers Series (IMS) III Fund Base Guarantee* form | IP1292 | 9/23 | ||
| Investment Objectives & Segregated Fund Options | IP1478 | 9/15 | ||
| Investor profile questionnaire – WFG advisors | WFG-LP1222 | 11/21 | ||
| ivari Guaranteed Investment Funds – Fund code chart | IP1347 | 6/23 | ||
| Job Analysis | CL1464 | 9/22 | ||
| Limited Power of Attorney – ivari Investment Product Contracts | IP177 | 9/23 | ||
| Limited Power of Attorney – Life Products | LP183 | 9/23 | ||
| NN IP Segregated Funds Products Fund Code Chart | IP1373 | 6/23 | ||
| Non-Financial Service Form for Existing Clients Only | IP426 | 9/23 | ||
| Notice of Cancellation Movable Hypothec without Delivery (Québec) | PS2137 | 9/23 | ||
| Notice of Movable Hypothec without Delivery (Québec) | PS1462 | 9/23 | ||
| Notice of Transfer of Ownership for Insurance Products | PS371 | 2/26 | ||
| Overhead Expense Application Supplement Download | PC1772 | 9/22 | ||
| Physician’s Statement Proof of Death | CL990 | 9/22 | ||
| Plan Type Registration Change | IP421 | 1/25 | ||
| Policy Change Application | LP386 | 4/25 | ||
| Policy Ownership for Corporate & Non-Corporate Entities or Trusts | IP-LP1747 | 9/23 | ||
| Policy Service Application | PS339 | 9/23 | ||
| Politically Exposed Persons and Head of International Organization | IP-LP1165 | 9/23 | ||
| Politically Exposed Persons and Head of International Organization for Claims – For beneficiary use only | CL2110 | 9/23 | ||
| Pre-Authorized Debit (PAD) for Insurance Products | PS375 | 9/23 | ||
| Pre-Disability Self Employed Profile | CL1465 | 9/23 | ||
| prosperity term Rate Guide – for WFG | WFG-LP1296 | 10/23 | ||
| prosperity Universal Life Fund Code Chart – WFG advisors | WFG-LP1779 | 10/24 | ||
| Questions to be Posed when a Spouse Claims as Beneficiary | CL580 | 9/22 | ||
| Reinstatement and non-smoker change application for Guaranteed and Simplified policies | LP1990 | 6/25 | ||
| Release of Collateral Assignment | PS2136 | 9/22 | ||
| Request for Change of Servicing Representative | DCC369 | 12/24 | ||
| Request for Registration as a RRSP | PS341 | 9/22 | ||
| Residual Income Loss – Current Earnings Statement | CL383 | 9/23 | ||
| Residual Income Loss Prior Earnings Statement | CL356 | 9/23 | ||
| Segregated Funds Products Fund Code Chart | IP1490 | 6/23 | ||
| Statement of Persons Insured under Family Insurance Rider | CL578 | 9/22 | ||
| Summary of ivari’s segregated funds | IP1371 | 3/20 | ||
| Supplementary Statement of Disability | CL335 | 9/23 | ||
| TermSelect Rate Guide | LP471 | 10/23 | ||
| Transfer from a Registered Qualified Policy to an imaxxGIF Contract | IP1212 | 9/23 | ||
| Transfer from a Registered Qualified Policy to an ImaxxGIF Contract – Product Comparison Chart | IP1281 | 12/21 | ||
| Transfer of Ownership – Investment products | IP1270 | 9/23 | ||
| Unclaimed Property Request | LP-IP1451 | 9/23 | ||
| Universal Life Fund Code Chart | LP946 | 10/24 | ||
| Valid industries and occupations | IP-LP1971 | 9/22 | ||
| Variable Investment Options (VIO) & General Interest Options (GIO) Universal Life Fund Code Chart | LP946C | 12/24 |