Manulife Application Form

Manulife RRSP Application

Group Savings Plan
Complete this form if you wish to open an Employee account for your RRSP contributions and the company matching contributions. The company will match up to 6% of your contributions.
Date of employment

YearMonthDay
Date
Please note: The Manufacturers Life Insurance Company (Manuitie) requires the completed original enrolment forms at all times to promptly invest funds
Enter your personal information.
Name*

First nameLast name
Middle Initial*
Date of birth*

YearMonthDay
Date
Marital Status
Single, Married, Divorced, Common Law
Social Insurance Number*
Email Address*
eg. johndoe@gmail.com
Address*

Home address

Street Address Line 2

CityState / Province

Postal / Zip Code
Province*
Postal code*
Home Phone number*
Work Phone number
Sex*

MaleFemaleOther
Language

EnglishFrench
In the event of my death I designate the following person to be my beneficiary of any amount due under my plan or after my death accordance with the terms of the plan which I have invested.

My estate ORThe following beneficiaries
Beneficiary First Name
Beneficiary Last Name
Date of Birth - Beneficiary

YearMonthDay
Date
Relationship of Beneficiary
Percentage allocated to Beneficiary
Appointment of Trustee (if required)

first nameLast name
Address of Trustee
Trustee Work Phone Number
Please enter a valid phone number.
Trustee Home Phone Number
Please enter a valid phone number.
Enter percentage to be deducted from each pay. Up to 6% will be matched by the company.*
Employee signature (mandatory)*

Clear
Employee First & Last Name
Date signing of this document

YearMonthDay
Date
OPTION 1: Avenue Portfolio

Targe Age:

Your target age is the age at which you wish to retire or convert these savings into income. It is important to provide your desired target age if you wish to select an Avenue portfolio and use the Lifecycle Movement service. If you do not provide a target age, we will assume that your investment period will end at the age of 65. If, however, you wish to record a different target age, please enter it.

If you select an avenue portfolio that is not consistent with your target age and your investment period, we will deactivate Lifecycle Movement.
Please indicate your retirement income goal in order to monitor if you're on track to reaching your goal. (Your objective in terms of annual income at retirement, expressed in todays dolllars)

Based on the above table please pick your selection from below:*

Rows	Conservative	Moderate	Aggressive
More than 25 years
Between 20 and 25 years
Between 15 and 20 years
Between 10 and 15 years
Between 5 and 10 years
Less than 5 years

I do not want to use Lifecylce Movement to adjust my portfolioI do not want Manulife to use Systematic Rebalancing of my portfolioI want to use Systematic Rebalance of my portfolio
Below please enter the Code, Fund Name and % you wish to contribute
I understand that the personal information collected will be kept strictly confidential and will only be used, exchanged and retained for the purposes of this plan. I certify that the information given is true, correct and complete, to the best of my knowledge.*

Clear
Full Name*

First NameLast Name
Date*

YearMonthDay
Date
Should be Empty:

Manulife RRSP Application