Call us at: 1-877-999-8521

Forms

Please find below a number of free 3rd party tools and resources to help you prepare for your meeting with Montcalm & Associates. Many of these links will open a new browser tab or may take you to another website. The Montcalm and Associates website will remain open in the background for your convenience.

Great-West Life

pdfApplication for Group Coverage160.65 KB

pdfDental Claim Form140.94 KB

pdfGroup Coverage Change Form213.96 KB

pdfHealthcare Expense Statement158.39 KB

pdfOHIP Release80.79 KB

pdfStatement of Claim For Out Of Country Expenses 160.83 KB

pdfSTD Employee Statement210.38 KB

pdfSTD Employer Statement128.17 KB

pdfHealth SolutionsPlus Manual Dental Claim1000.07 KB

pdfHealth SolutionsPlus Manual Health Claim121.35 KB

Manulife

pdfClient Information Change Form461.72 KB

pdfDPSP Application Form468.02 KB

pdfExisting Asset Transfer Form317.62 KB

pdfGroup RRSP Application Form474.09 KB

pdfInvestment Direction for New Contributions272.43 KB

pdfPension Application Form468.7 KB

pdfManulife- Where to call?

pdfLa Manuvie – Guide de Gestion

Manulife Instruction Videos

Link to Enrollment Video

www.manulife.ca/getstarted

Link to Investment Basics Video

www.manulife.ca/investmentbasics

Link to Enrollment Video in French

www.manuvie.ca/allons-y

Link to Investment Basics Video in French

www.manuvie.ca/notionsdebasesurlesplacements

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