Online change form

Online change form

Notice of Transfer of Ownership for Insurance Products

If the owner has more than one policy and the change request is for both policies, complete a separate online form for the 2nd policy.

If the policy is assigned or there is a bankruptcy on the policy, complete and submit the fillable Transfer of Ownership form.

If the transfer of ownership is to an entity, complete and submit the fillable Transfer of Ownership form.

For investment accounts, please download the Transfer of Ownership – Investment products IP1270 form ,sign and submit to us using our Send Documents Tool

Is the policy individual or corporate owned: *
Individual Corporation

Selection is required.

Policy Owner's first name: *

The Policy Owner's first name is required.

Policy Owner's last name: *

The Policy Owner's last name is required.

Corporation name: *

Corporation name is required.

Policy number: *

Policy number is required.

Email address: *

Email is required. Invalid email address.

Cell phone number: *

Cell phone number is required. Invalid phone number.

A passcode will be sent to your cell phone after your successful submission. Please enter the code on the next page.

Please review following information, then check the box and click submit below:
Important! Submission of this Transfer of ownership may require additional information and forms to be uploaded:

If you are changing the ownership on a Universal Life policy, please have available the advisor's name, email address, and mobile phone number. Advisor verification is required to complete the process.

Under Quebec, Ontario, Manitoba, Alberta, and British Columbia laws, if the beneficiary is revocable, this transfer of ownership terminates the existing beneficiary designation. The new owner(s) should download and complete the Change of Beneficiary form (PS367); otherwise, the policy proceeds become payable to the new owner(s) or his/her estate.

If you are planning to make a premium and/or lump sum payment equal to or greater than $100,000, you must download and complete a Politically Exposed Persons and/or Heads of International Organizations form (IP-LP1165).

If the new owner(s) is/are acting on behalf of a third party, you must download and complete an Identity and Third Party Determination form (IP-LP782).

ivari P.O. Box 4241, Station A Toronto ON M5W 5R3

Questions? Call 1-800-846-5970 (Mon to Fri, 8:00 a.m. – 7:00 p.m. ET)