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Administration Tool

The following forms are the critical documents you need to transact business with Manulife Investments. 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 .

Forms

Mutual Funds
Manulife Mutual Funds Application Form NN1520E 796KB
Transfer Authorization for Registered Investments NN1537E 179KB
RESP Application Form (Family) NN1525E 431KB
RESP Application Form (Individual) NN1526E 439KB
Tax-Free Savings Account (TFSA) Application for Mutual Funds NN1570E 372KB
RESP Education Assistance Payment & Redemption Form -- 78KB
RESP Transfer Form SDE-0050 38KB
Social Insurance Number (SIN) Application NAS 2120 153KB
Canada Education Savings Grant Application -- 132KB
Dollar Cost Averaging Plan -- 63KB
Automatic Rebalancing Service Form -- 65KB
Manulife Mutual Funds Simplified Prospectus MK1824E 1253KB
Manulife Dollar-Cost Averaging Fund - Enrollment Form NN1578E 64KB
Segregated Funds
Change Request NN0824E 53KB
Deposits & Fund Allocations NN0825E 131KB
Withdrawals NN0826E 78KB
Fund Switch NN0827E 133KB
Transfer to RIF, LIF, LRIF NN0892E 72KB
Change of Sales Charge Option NN0998E 104KB
Distributor Transfer NN0908E 108KB
Segregated Funds Application NN0821E 590KB
Segregated Funds RIF, LIF, LRIF, PRIF Application NN0891E 589KB
Annuities
Annuity Product Guide MK0623E 713KB
Application NN0486E 98KB
Request for Quote NN0944E 102KB
GIAs / GICs
Application – Guaranteed Interest Contract NN0978 127KB
TFSA Application NN1566 92KB
Financial Change Form NN0980 68KB
Transfer Form NN0829 39KB
Manulife Bank Applications
Manulife Bank Advantage Account- all versions (requires a Repsource Login) BankLink --
Manulife Bank GICs (requires a Repsource login) BankLink --
Manulife Bank Investment Savings Accounts (purchase through FundServ) MIP510 MIP610 FundServ --
Manulife One: contact a banking Consultant Repsource --
 
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