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
Application for Group Coverage160.65 KB
Group Coverage Change Form213.96 KB
Healthcare Expense Statement158.39 KB
Statement of Claim For Out Of Country Expenses 160.83 KB
STD Employee Statement210.38 KB
STD Employer Statement128.17 KB
Health SolutionsPlus Manual Dental Claim1000.07 KB
Health SolutionsPlus Manual Health Claim121.35 KB
Manulife
Client Information Change Form461.72 KB
DPSP Application Form468.02 KB
Existing Asset Transfer Form317.62 KB
Group RRSP Application Form474.09 KB
Investment Direction for New Contributions272.43 KB
Pension Application Form468.7 KB
Manulife Instruction Videos
Link to Enrollment Video
Link to Investment Basics Video
www.manulife.ca/investmentbasics
Link to Enrollment Video in French
Link to Investment Basics Video in French