Online change form

Online change form

Request for Change of Servicing Representative

For investment accounts, please download the Request for Change of Servicing Representative DCC 369 to complete, sign and submit the form to ivari using our secure online Send documents - ivari 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 the following information carefully, then check the box and click on "Submit" below:

Important

To submit a Request for Change of Servicing Representative, the following information is required:

The email address and mobile number of the second owner (if applicable), so they can receive a secure link to review and sign the request.
The email address and mobile number of the new servicing representative, so they can receive a secure link to review and sign the request.

Having this information in advance will help streamline the submission process and minimize the risk of potential delays.

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)