New User?

Here are some tips to get you started

  • Valid email address for all parties signing the application (owner, annuitant, joint owner, etc.)
  • Face to Face signatures required for owners on non-registered policies
  • Banking information for Single or recurring pre-authorized debit (PAD) deposit
  • Completed and signed copy of Investment Transfer Authorization form (INP-0181) to relinquishing institution required if transferring funds from another institution