Titles
Policy Change
Disbursements
Payments
New Business
Miscellaneous
100
This form must be signed and dated on or before the date of the beneficiary change form when submitting a transfer of ownership. *
What is the Transfer of ownership form?
100
This iconic boat tour, which began in 1846, has been taking visitors up close to the thundering waters of Niagara Falls for over a century.
What is the Maid of the Mist?
100
Before submitting a loan or withdrawal request, it’s important to obtain this estimate to understand the potential tax consequences.
What is a Tax Quote?
100
Before placing a policy on premium offset, this must happen if there’s an outstanding loan against it. *
What is the loan must be paid?
100
This is how long an application and medical information remain valid.
What is 12 months?
100
With this Manulife tool, you and the advisors can self-serve and save time by checking the status of inforce transactions without needing to call in. *
What is eTrack?
200
This new streamlined form helps make corporate updates, such as name changes and amalgamations, more efficient for advisors and clients.
What is the Request for Corporate Amalgamation or Corporate Name Change form (NN1730)?
200
This is the email address used to submit inforce paperwork that requires processing. *
What is, ILC_ASC@Manulife.ca and cscq@manuvie.ca?
200
If a policy has lapsed, this is the maximum period of time given to reinstate the policy. (For most Manulife policies.) *
What is two years?
200
Thrill-seekers have attempted these daredevil stunts over Niagara Falls.
What are Barrels and tightrope walking?
200
To qualify for Manulife’s E-Delivery, this payment method must be used.
What is Pre-Authorized Debit (PAD)?
200
This specialist team will provide real-time on demand training and support on our Insurance digital tools.
What is the Digital Desk?
300
To confirm they fully understand the tax implications of transferring a policy, the current owner must do this in the box on the Transfer of Ownership form. *
What is initial the form?
300
This is the most efficient way to stay up to date and to respond to a policy change with underwriting. *
What is replying directly to the NBN in your secure inbox?
300
This important document is often missing after a client electronically signed a request, causing the request to be "Not in Good Order". *
What is the audit log?
300
When a Preauthorized debit form is submitted alongside a Transfer of Ownership request, which change will be handled first?
What is a PAD/PAC change?
300
These are some of the key advantages of using the short and long E-Applications over traditional paper applications in the life insurance process. *
What are faster processing times, fewer errors, real-time validation, and improved client experience?
300
Located on Clifton Hill in Niagara Falls, this is the name of Canada’s largest observation wheel, offering panoramic views of the Horseshoe and American Falls.
What is the Niagara SkyWheel?
400
Listing "retired" as an occupation on the Identifying Owners form makes the submission not-in-good-order for this reason.
What is we need a valid occupation and the most recent employment information prior to retirement ?
400
This type of request involves changing a Family Term coverage 10, 20 or 65 into a longer coverage duration. *
What is a Cost of insurance change?
400
On a policy with a Level Death Benefit Option, this happens to the face amount when a withdrawal is made. *
What is the face amount will decrease?
400
Add these three letters before the policy number for online payments. (excluding former Standard Life policies) *
What is “ILC” ?
400
This chart outlines the additional medical information required during the application process. *
What is the Evidence of Insurability chart?
400
This whole life insurance product was recently added to Manulife’s self-serve Inforce Illustration tool? *
What is Manulife PAR?
500
For a corporate Transfer of Ownership this certified document is required to verify the signing authority.
What is a Certified Copy of a Resolution of the Board of Directors?
500
To increase Manulife PAR lifetime deposits option limit, this form is required. *
What is a Deposit Option form?
500
When a client requests a fund change, there are two ways to find the available investment account options on Advisor Portal. *
What are the last pages of the fund transfer form and the Product Guide?
500
Clients should avoid putting this date on their cheques as Manulife does not accept them.
What are post-dated cheques?
500
Name two key requirements for a non face-to-face sale. *
What are verifying client identity and obtaining secure electronic signatures?
500
Clients can use Manulife’s Customer Secure Site (CSS) to make these two types of personal information updates on their own. *
What are address and banking changes?