Forms

Use the form below to request helpful financial forms. Select an advisor from the list below (your own advisor if you are already working with Lighthouse Wealth Management Ltd.) and enter your name and e-mail to have the forms sent to you.

Select the forms that you wish to receive by e-mail.

London Life Forms

Change of Name
Designation of Beneficiary
Pre-authorized Payment Agreement
Transfer of Ownership

Manulife Forms

Change of Name
Beneficiary Designation
Request for Pre-authorized Cheque Plan
Transfer of Ownership

Canada Life Forms

Change of Name
PAC Plan Authorization
Change of Title

Links to Government Forms

HRDC Forms
Canada Pension Plan Forms
Tax Forms

Advisor

Name

E-mail Address