Forms – at a glance

Here you’ll find the most frequently-used forms from ivari, as well as links and a quick signing guide for each form.

Form Type of request E-signature
(Draw only and must match signature on file)
LOD with E-signature (Draw only and must match signature on file) Is the Advisor signature required?
Claimant's Statement (for Investment Products) (CL766) Investment Claims - claim details and information on beneficiary Yes * (see footnote) Yes (only for express claims) No
Claimant's Statement (for Life Insurance Claims)  CL213) Life Claims - claim details and information on beneficiary Yes * (see footnote) Yes (only for express claims) No
Critical Advantage Claimant's Statement (CL1007) CA Claims - claims details and information on insured Yes No (require form) No
Critical Illness Claimant's Statement (CL1477) CI Claims - claim details and information on insured Yes No (require form) No
Insured's Request for Compassionate Assistance Benefit (CL2111)  CAP loans - claim details and information on insured Yes No (require form) No
Insured's Request for Living Benefits (CL1725) Living Benefits - claim details and information on insured Yes No (require form) No
Insured's Statement for Disability and Waiver Claim (CL1009) Disability Claims - claim details and information on insured Yes No (require form) No
Politically Exposed Persons and Head of International Organization (CL2110) Information on PEP or HIO Yes * (see footnote) No (require form) No
Form Type of request E-signature
(Draw only and must match signature on file)
LOD with E-signature (Draw only and must match signature on file) Is the Advisor signature required?
Policy Service Application (PS339) Decrease in face amount
Cancel rider /coverage
Partial Withdrawal
Cancel/Surrender
Loan
Policy Split
Name change
Duplicate policy
Term Exchange
Yes Yes No
Allocation Form (PS425) Fund Transfer (Brokerage/Greatway) Yes Yes No
Allocation Form WFG (LP1221) Fund Transfer (WFG) Yes Yes No
Conversion Application (LP1285) Full or Partial Conversion Yes No (require form) Yes
(Advisor Report Section)
Insurance Application (LP257) New Business Application
Replacements
Yes No (require form) Yes
(Advisor Report Section)
Notice of Transfer of Ownership for Insurance Products (PS371) Ownership change Yes No (require form) Yes
(Section 8 for UL Policies)
Policy Change Application (LP386) Conversions when change in insurability
Term Exchange when change in insurability
Replacements
Non smoker changes
Rating changes
Reinstatement
COI changes
Additions
Yes No (require form) Yes
(Advisor Report Section)
Pre-Authorized Debit for Insurance Products (PAD) - PS375

Available as an eForm for online submission.

Establish Pre-authorized payment
Change of payor
Yes No (require form) No
Form Type of request E-signature
(Draw only and must match signature on file)
LOD with E-signature (Draw only and must match signature on file) Is the Advisor signature required?
Convert a Registered Retirement Income Fund (RRIF) to a Registered Retirement Savings Plan (RRSP) (IP1119) Converting a RRIF policy to an RRSP policy Yes No (require form) Yes
(Section 4)
Dealer / Nominee Transfer Form (IP1186) Transfer from a client/nominee held and nonminee/client Yes No (require form) Yes
(Section 6)
Financial Service Form (IP416) Surrenders
Fund transfers
Maturity instructions
Yes Yes No
Non-Financial Service Form (IP426) Name change
Address change
Beneficiary change
Banking change
For beneficiary changes, E-signatures are only acceptable in: B.C., MB, N.B., NL, ON or QC. Yes No
Plan Type Registration Change (IP421) Transferring RRSP account to a RRIF account Yes Yes No
Single Premium Immediate Annuity Application (IP-NB151) Annunity Application Yes No (require form) No
Transfer  of Ownership - Investment Products  (IP1270) Used for ownership changes
Beneficiary change???
For beneficiary changes, E-signatures are only acceptable in: B.C., MB, N.B., NL, ON or QC. No (require form) Yes
(Section 10 and 11)
Transfer Authorization for Registered and Non -Registered Investments (IP182) Transfer registered and non-registered accounts to other institutions Yes Yes No
Form Type of request E-signature
(Draw only and must match signature on file)
LOD with E-signature (Draw only and must match signature on file) Is the Advisor signature required?
Change of Beneficiary Form (PS367) Beneficiary change For beneficiary changes, E-signatures are only acceptable in: B.C., MB, N.B., NL, ON or QC. Yes No
Contact Information Change (IV1527)

Available as eForm for online submission.

Change contact info (address) Yes Yes No
Corporate/Non Corporate Entity/Trust Ownership (IP-LP1166) Identification verification for entities owners including certificate of incumbency and FATCA/CRS Yes No (require form) Yes
(Advisor Verification Section)
Identity and Third Party Determination (IP-LP782) Third Party determination
Owner identity verification
Declaration of tax residency
Yes No (require form) Yes
(Section 4)
Policy Ownership for Corp & Non- Corp entities or Trusts (IP-LP1747) Corporate Information Yes No (require form) Yes
(Section 8)
Politically Exposed Persons and Head of International Organization (IP-LP1165) Information on PEP or HIO Yes No (require form) No

Note: E-signatures (draw) are acceptable, however it must be comparable to what we have in our records.

Contact ivari

Phone: 1-800-846-5970 between 8:00 a.m. and 7:00 p.m. ET, Monday to Friday
Emailconversation@ivari.ca
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