Forms for clients
Looking for an ivari form? This is where to start.
- Submit a Policy Service Application
- Submit a Beneficiary Change
- Submit a Banking Change
- Submit a Contact Information Change
- Submit a Transfer of Ownership Change
- Submit a claim
- Submit a Request of Change of Servicing Representative
- Find another form
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| 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 |
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