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How Canada Life is supporting you during COVID-19. Learn more

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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.

Step 2: Submit your completed form.

You’ll find information on how to submit your application on the form itself.

Not what you're looking for? Find the forms you need.

I have coverage through my employer.

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I bought coverage through an advisor.

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I bought coverage online directly through Canada Life.

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