Manage your NextStep plan
Have coverage through your employer or plan sponsor? You’re in the right place.
If you have coverage through an advisor, use our personal insurance forms. If you purchased coverage directly through Canada Life, use our PlanDirect™ forms.
Member NextStep investment instructions
Use this form to provide instructions regarding your investment decisions.
Step 1: Complete a form.
Download the form and print it, or fill it out in Adobe Reader XI or higherOpens a new website in a new window - Opens in a new window (not your browser) and save.
Use this form to give investment instructions for your NextStep account.
Step 2: Submit your completed form.
You’ll find information on how to submit your application on the form itself.