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Appoint or revoke a trustee

Appoint a trustee or revoke the appointment of an existing trustee.

DOWNLOAD FORM 3 - APPOINTMENT, OR REVOCATION OF APPOINTMENT, OF TRUSTEE OF POLICY MONEYS

We have made it easier for you to complete the nomination form - you may complete the PDF form directly on your device (e.g. computer) before printing it out for signing by yourself and your two witnesses. Completing it digitally ensures mandatory fields are not omitted that may delay your nomination process.


Instructions

Under Section 49L of the Insurance Act, you may appoint a trustee in addition to any trustees appointed previously, and/or revoke the appointment of a trustee, provided that there is at least one remaining trustee after the revocation.

To appoint or revoke a trustee, please complete the Appointment, or Revocation of Appointment, of Trustee of Policy Moneys Form and mail it back to us with the necessary document(s) requested.

What you need to provide

1. Completed Form 3 - Appointment, or Revocation of Appointment, of Trustee of Policy Moneys

FAQ

Who will need to sign the form to activate the change? 
For a Trust policy under S49L, the Policyowner and all Trustees who are not the Policyowner must sign the form.


 

Nominate a beneficiary for a trust nomination

Make a trust nomination to transfer all policy ownership rights to a beneficiary.

DETAILS


 

Revoke a beneficiary from a trust nomination

Apply to revoke the trust nomination for your policy.

DETAILS


 

Nominate a beneficiary for a revocable nomination

Make a revocable nomination for your policy.

DETAILS


 

Revoke a beneficiary from a revocable nomination

Revoke an existing revocable nomination and make a new nomination.

DETAILS


 

Revocation via a will / assignment

Inform Manulife of the revocation of a revocable nomination via a will / assignment.

DETAILS


 

Other services that we offer

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