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

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Make transfers between your NextStep investments

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.

Transfer authorization

Use these forms to provide authorization to transfer between your NextStep investments. You’ll find information on how to submit your application on the form itself.

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.

Find a form

I bought coverage through an advisor.

Find a form

I bought coverage online directly through Canada Life.

Find a form