Forms
The following forms are the critical documents you need to transact business with Manulife Financial. To access these documents, and more, you may be required to be logged into Repsource. If you’re not registered with Repsource, please contact
your regional Manulife wholesaler
- Illustration Tools
-
Mutual Funds
- Manulife Mutual Funds Application Form NN1520E
- Transfer Authorization for Registered Investments NN1537E
- Tax-Free Savings Account (TFSA) Application for Mutual Funds NN1570E
- Dollar Cost Averaging Plan
- Automatic Rebalancing Service Form
- Manulife Mutual Funds Simplified Prospectus MK2586E
- Manulife Dollar-Cost Averaging Fund - Enrollment Form NN1578E
- Fund Name and Number Guide MK2429E
- Advisor Quick Reference Guide MK1734E
-
Segregated Funds
- Change Request NN0824E
- Deposits & Fund Allocations NN0825E
- Withdrawals NN0826E
- Fund Switch NN0827E
- Transfer to RIF, LIF, LRIF NN0892E
- Change of Sales Charge Option NN0998E
- Segregated Funds Transfer in Kind NN0908E
- Segregated Funds Application NN0821E
- Segregated Funds RIF, LIF, LRIF, PRIF Application NN0891E
- TFSA Application Form NN1565E
- GIF Select IncomePlus Election Form NN1586E
- GIF Select EstatePlus Election Form NN1585E
- Transfer to GIF Select NN1595E
- Annuities
- GIA's/GICs
- Manulife Bank Applications

