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 | How to enrol
Step 1: Choose the Personal Plan option on your Option Report
Check the Manulife Personal Plan box on your Option Report and return the last page to Manulife Financial.
Step 2: Complete a Personal Plan enrolment form
You can print a Personal Plan enrolment form from this website.
TIP
Here is a list of the investment options for the Manulife Personal Plan available through the Personal Plan if you want to change your investment instructions. |
Note: Funds that were unique to your former employer's group savings plan are not available in the Personal Plan.
Step 3: Complete the Pre-Authorized Cheque Plan Form
Complete the Pre-authorized chequing section on the pre-filled enrolment you received with your Option Report. You can also print a Pre-Authorized Cheque Plan Form. Complete and sign this form. You'll also need to enclose a cheque marked "VOID."
TIP
You can start, stop or change your ongoing contribution instructions at any time using the secure website. You can also make additional lump-sum contributions online. |
Step 4: Send these completed, signed forms to Manulife
Manulife will issue a member statement to you, confirming that your Personal Plan has been set-up.
Need more information?
You can contact the plan advisor for your group savings plan (if one is listed on page 1 of your Member Statement or Option Report) or a licensed Manulife Transition Solutions Specialist at 1-866-991-3056, Monday to Friday, 9 a.m. to 5 p.m. EST.
When you call Manulife, choose option 2 after you indicate a language preference.
Ask for details about transferring your other savings to your Manulife Personal Plan. | |
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