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
Email : [email protected]
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