For your convenience, we’ve created a centralized repository of all forms. Here you will find all New Business, Inforce, and Claims forms you need for your practice.
If you cannot find what you are looking for, use the “Search” feature at the top of your screen. Enter a key word or form number to perform a site-wide search of content.
Claims Forms
| Title | Reference Number | Date |
|---|---|---|
| Attending Physician’s Report (Death) | CLM506 | |
| Attending Physician’s Supplementary Statement | SER509B | |
| Claimants Statement – Death Claim | CLM504 | |
| Claimants Supplementary Statement | SER509A | |
| Education Training and Experience | SER520 | |
| Entity Information and Identity Verification for Claims | CLM711 | |
| Estate Information and Identity Verification | CLM712 | |
| Identity Verification – Dual Process Method | CLM245 | |
| Initial Attending Physicians Statement (Disability) | SER508 | |
| Initial Claimants Statement Disability | SER503 | |
| Ownership Change due to Death on RRIF Policies | SER516 | |
| Politically Exposed Persons – Claims | CLM109 | |
| Report of Death Claim | SER502 | |
| Report of New Disability Claim | SER501 | |
| Simplified Claimant’s Statement – Death Claim | CLM507 |
Identity Verification Forms
| Title | Reference Number | Date |
|---|---|---|
| Entity Information and Identity Verification Form | ENT711 | |
| Identity Verification – Dual Process Method | SER245 |
Investment Product Forms
New Business and Underwriting Forms
Policy Change Forms
If you cannot find what you are looking for, use the “Search” feature at the top of your screen. Enter a key word or form number to perform a site-wide search of content.