A Living Benefits Policy Change application form is being worked on, but until it is available, please follow the instructions below:

• For CI and DI policy changes that require underwriting, please use the Individual life insurance application for policy change form listed above – 17-8217. The sections to complete are Sections 1,2,5,7,8, 9(if applicable), 10,11,12, and 13.

• For CI reinstatements of adult and child policies, use the F556(CL) form.

• For CI and DI policy changes that do not require underwriting, please submit a letter signed by the owner.

• For requests to convert a CI 10-year renewable term to 75, convertible to 65 plan to a level plan, please use the Life insurance application form 9. The sections to complete are Sections A, C, and E and have the owner sign Section L. Please contact your Regional Marketing Centre for these forms.

• In order to improve service and support to you, our field offices, we have developed a transmittal form for use with our DI & CI Client Service Policy Changes requests. Use form F551(CL).