Policyholder Alert!
Our offices are open to essential staff only at this time. As our employees continue to work remotely to effectively support you, we request that you send documents to ivari through our secure online process.
Looking for an ivari form? Need product guides or other reference information? You can find it here.
Here are quick links to our most commonly downloaded material. Look for the “Get a Print Copy” in the search results for items that are available in print.
Frequently used forms
- Policy Service Application - PS339
- Change of Beneficiary Form - PS367
- Pre-Authorized Debit (PAD) for Insurance Products - PS375 NEW!
- Insurance Application - LP257
- Policy Change Application - LP386
- Identity and Third Party Determination - IP-LP782 NEW!
- Notice of Transfer of Ownership for Insurance Products - PS371 NEW!
- Conversion Application - LP1285
- Allocation Form - PS425 NEW!
- Allocation Form (WFG) - WFG-LP1221 NEW!
- Financial Service Form - IP416
- Contact Information Change - IV1527
- Policy Ownership for Corporate & Non-corporate entities or Trusts - IP-LP1747 NEW!
- Universal Life Fund Code Chart - LP946 NEW!
- Life Insurance Products & Critical Illness Protection Riders - LP2027 NEW!
- Politically Exposed Persons and Head of International Organization - IP-LP1165 NEW!
- Claimant’s Statement for Life Insurance Claims - CL213 NEW!
Search for a form
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 : conversation@ivari.ca
Upload documents using the secure online tool.