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Frequently used forms
Here are quick links to our most commonly downloaded material.
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- Policy Service Application - PS339 New
- Change of Beneficiary Form - PS367 New
- Pre-Authorized Debit (PAD) for Insurance Products - PS375 New
- Insurance Application - LP257 New
- Policy Change Application - LP386 New
- Identity and Third Party Determination - IP-LP782 New
- Notice of Transfer of Ownership for Insurance Products - PS371 New
- Conversion Application - LP1285 New
- Allocation Form - PS425 New
- Financial Service Form - IP416 New
- Contact Information Change - IV1527 New
- Policy Ownership for Corporate & Non-corporate entities or Trusts - IP-LP1747 New
- Universal Life Fund Code Chart - LP946
- Life Insurance Products & Critical Illness Protection Riders - LP2027
- Politically Exposed Persons and Head of International Organization - IP-LP1165 New
- Claimant’s Statement for Life Insurance Claims - CL213 New
Find…Complete…Sign…and Send!
After completing and signing your form, upload it securely to ivari through our Send documents tool on the Send requests page. To avoid delays in processing your request, the signature on the form must be comparable to what ivari has on file.
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e-Signature guidelines
Today, many clients prefer to provide e-Signatures for documents that can accept them. It’s quick, easy, and secure. But some documents still require an original signature or could also require an Advisor’s signature. Below you’ll find a quick reference chart showing signature requirements for commonly used forms.
| Form | Type of request | Is the Advisor signature required? |
|---|---|---|
| Claimant's Statement (for Investment Products) (CL766) | Investment Claims - claim details and information on beneficiary | No |
| Claimant's Statement (for Life Insurance Claims) CL213) | Life Claims - claim details and information on beneficiary | No |
| Critical Advantage Claimant's Statement (CL1007) | CA Claims - claims details and information on insured | No |
| Critical Illness Claimant's Statement (CL1477) | CI Claims - claim details and information on insured | No |
| Insured's Request for Compassionate Assistance Benefit (CL2111) | CAP loans - claim details and information on insured | No |
| Insured's Request for Living Benefits (CL1725) | Living Benefits - claim details and information on insured | No |
| Insured's Statement for Disability and Waiver Claim (CL1009) | Disability Claims - claim details and information on insured | No |
| Politically Exposed Persons and Head of International Organization (CL2110) | Information on PEP or HIO | No |
| Form | Type of request | 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 |
No |
| Allocation Form (PS425) | Fund Transfer (Brokerage/Greatway) | No |
| Allocation Form WFG (LP1221) | Fund Transfer (WFG) | No |
| Conversion Application (LP1285) | Full or Partial Conversion | Yes (Advisor Report Section) |
| Insurance Application (LP257) | New Business Application Replacements |
Yes (Advisor Report Section) |
| Notice of Transfer of Ownership for Insurance Products (PS371) | Ownership change | 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 (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 |
No |
| Form | Type of request | 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 (Section 4) |
| Dealer / Nominee Transfer Form (IP1186) | Transfer from a client/nominee held and nonminee/client | Yes (Section 6) |
| Financial Service Form (IP416) | Surrenders Fund transfers Maturity instructions |
No |
| Non-Financial Service Form (IP426) | Name change Address change Beneficiary change Banking change |
No |
| Plan Type Registration Change (IP421) | Transferring RRSP account to a RRIF account | No |
| Single Premium Immediate Annuity Application (IP-NB151) | Annunity Application | No |
| Transfer of Ownership - Investment Products (IP1270) | Transfer of Ownership for Investment products | Yes (Section 10 and 11) |
| Transfer Authorization for Registered and Non -Registered Investments (IP182) | Transfer registered and non-registered accounts to other institutions | No |
| Form | Type of request | Is the Advisor signature required? |
|---|---|---|
| Change of Beneficiary Form (PS367) | Beneficiary change | No |
| Contact Information Change (IV1527)
Available as eForm for online submission. |
Change contact info (address) | No |
| Corporate/Non Corporate Entity/Trust Ownership (IP-LP1166) | Identification verification for entities owners including certificate of incumbency and FATCA/CRS | Yes (Advisor Verification Section) |
| Identity and Third Party Determination (IP-LP782) | Third Party determination Owner identity verification Declaration of tax residency |
Yes (Section 4) |
| Policy Ownership for Corp & Non- Corp entities or Trusts (IP-LP1747) | Corporate Information | Yes (Section 8) |
| Politically Exposed Persons and Head of International Organization (IP-LP1165) | Information on PEP or HIO | No |
After locating the form your client needs, and checking the e-Signature guidelines, review the e-Signature eligibility and acceptance criteria below to determine the signature requirements. Once a document is signed, it can be sent to ivari through our Send documents tool.
e-Signature eligibility and acceptance criteria
The following chart outlines the eligibility and criteria for accepting Adopted/Pre-formatted e-Signatures and Draw e-Signatures. These changes are effective as of June 1, 2022.
| “Adopted/Pre-formatted” e-signature | “Draw” e-signature | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Only accepted if the transaction is initiated by the advisor. | Accepted if the transaction is initiated by either the advisor or the customer. | ||||||||||
|
Requires mandatory use of one of the following ivari approved tools for electronic signatures:
|
Use of an electronic signature tool from any vendor is accepted. | ||||||||||
| A secure signature and confirmation must be displayed on the document.
Authentication signature process: A text (SMS) message/phone/email or Access Code must be sent to the customer for accessing and signing the document securely. An audit/summary page of the electronic signature end-to-end process must be attached with the electronically signed document. The audit/summary must include the date and time of each signature, IP address and email addresses of those signing. |
A drawn e-signature must be comparable to the one ivari has on file.
Attach an audit/summary page of the electronic signature end-to-end process if provided by the vendor. |
The above Eligibility and Acceptance criteria applies to:
- New Business - for all processes outside of ivari 360 / eDelivery
- Inforce Business - for all transactions except for Change of Beneficiary in the following provinces: Yukon, Northwest Territories, Nunavut, Saskatchewan, Nova Scotia, and PEI
- Contracting - for all transactions
All of the above criteria must be met in order to process the transaction.
Note: E-signatures are not accepted for a Change of Beneficiary transaction in the following provinces: Yukon, Northwest Territories, Nunavut, Saskatchewan, Nova Scotia, and PEI. For these provinces, a wet signature is required.
DocuSign how-to videos
For more detailed information on the DocuSign authentication and e-Signature process, check out these videos:
- DocuSign – Access Code DocuSign eSignature: How to Authenticate and Verify Recipient Identity - YouTube
- DocuSign – SMS and Email Access Code: DocuSign eSignature: How to Send and Sign with SMS - YouTube