Looking for an ivari form? Need product guides or other reference information? You can find it here.

Frequently used forms

Here are quick links to our most commonly downloaded material.

We recommend that you download/save our PDF forms to your device and use Adobe Reader to complete and save them. By default, your device may open PDF files in your web browser.

Using a browser to complete form fields can cause unexpected results or loss of inputted information. If you do not have Adobe Reader, you can download the latest version for free from https://get.adobe.com/reader/otherversions.

* The fillable life application is for one life, with the option for multiple coverages. If you need to add additional lives, or is a joint plan, we recommend using our e-Application ivari 360.

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.

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.

Claims

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

Life

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

Investments

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

Life & Investments

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.

e-Signature eligibility and acceptance criteria

“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:

DocuSign DocuSign
Adobe Sign AdobeSign
iGeny iGeny
HelloSign HelloSign
OneSpan OneSpan
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: