Current Software
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Current Software
The table provided the latest version of insurance company illustration software as well as the current version code of application form. Please make sure you submit the current application form with illustration generated by the accepted software.
Application Form & Software Version Chart (last updated Jun-21-2012)
| Carrier | Software | Form Type | Form Version |
| Assumption Life
|
Integrated Illustration System v9.1 Online Applications System Software v9.0 |
Life Total Protection Application Golden Protection/Golden Protection Plus Notice and Signature Authorization |
4473-00A-Jul2011 4471-00A-Dec2010 4615-00A-May2011 4397-00A-May2011 |
| BMO Insurance | Wave 24 (Jun 2012) SPIA v2.1 |
Life/CI Application (version date 2012/01/01 accepted until Jul-31-2012) Single Premium Immediate Annuity App (126E & 348E dated 2008/01/01 – accepted until Jun-30-2009) Click here to update
|
126E (2012/07/01)348 (2009/04/01) |
| Blue Cross | Blue Vision Ont v2.2.2 Tangible v1.2.1 |
Blue Vision Application Mortgage Plan Application Health Statement SEMs’ Form Association Form Tangible Application Health Statement for Tangible
|
01ONT0220A (03-08) 01ONT0223A (06-08) 01ONT212A (03-06) 01ONT0195A (03-06) 01ONT0207A (01-06) 01ONT0274A (03-08) 01COU0139 (11-07) |
| Canada Life | Concourse 1.0 Zoom 13.1 |
Life Application (version date 2/10 accepted until Sep-6-2011) CI/DI Application Life and Adult Critical Illness Application Independence Plan Application Annuity Application RRSP Loan Application (National Bank) Credit Application for Principal & Interest (National Bank) Credit Application for Interest-only (National Bank) (version date 2010-04-01 accepted until Nov 15, 2010) Telephone Interview for Life & CI (App Kit) Life & CI Application (submitted with one of the following product page) Product Page for Life & Adult CI Insurance Term Product Page Participating Life Product Page Millennium UL Product Page Segregated Fund Policy – Lifetime Income Benefit (App Kit) Application for RSP/Non-RSP Application for RIF, LIF & LRIF Ind. Variable Insurance Contract Information Folder Generations Core/Generation I/Generation II Seggregated Fund (App Kit) Application for RSP/Non-RSP Application for RIF, LIF & LRIF Ind. Variable Insurance Contract Information Folder December 2010 Segregated Funds TFSA App Kit TFSA Seg Fund Application Ind. Variable Insurance Contract Information Folder Estate Protection Segrated Fund (App Kit) Application for Non-registered Policy Information Folder Aug-2011 Contract
|
405 CAN (4/11)F541 (CL) – 11/11 17-8299 – 2/09 14 CAN – 11/11 188CAN (7/06) 18785-012 (2011-08-27) 19819-012 (2011-08-27)19820-012 (2010-10-30) 17-8325-9/10 17-8300-4/11 46-7135 – 05/12 148 CAN (04/11) 46-7305-05/12 46-7168 – 12/10 |
| Desjardins | Fusion v5.4.0 (Jun-2012) | Life and Health App Solo Health Simplified Issue Life/CI Application Independent Living Insurance App Golden Edge App Annuity Helio Seggregated Fund App Kit Information Folder January 2011 Notice of Change Feb 2012 Contract Application Helio Seggregated Fund TFSAApp Kit TFSA Contract Application Information Folder January 2011 Download Update Full Installation
|
07002E (12-01) 02187E (10-08) 00133E04 (11-05) 05026E (10-07) 00208E (10-02) 1433A (09-02)10058E (11-01) 07324E (11-12) 10062E (12-05)10063E (12-05) 10058E (11-01) |
| Empire | Envision V9.1 Empire Life Investment Illustrator v1.7 |
Life and Health Insurance (version date 09/08 accepted until Feb 28-2010) Optimax III Supplement* CI Supplement Corporation/Organization Owner Supplement Single Life Term Life Immediate Annuity App (SPIA) Policy Change/Reinstatement App Elite/Elite XL Seggregated Fund (App Kit) Elite/Elite XL Investment App Elite/Elite XL Information Folder Fund Facts Elite/Elite XL TFSA (App Kit) Elite/Elite XL Investment App (TFSA) Elite/Elite XL Information Folder Elite/Elite XL TFSA Information Folder Fund Facts Class Seggregated Fund (App Kit) Empire Class Segregated Fund App Information Folder & Policy Provision Fund Facts Addendum for Info Folder (effective Jan 1, 2011) Class Seggregated Fund TFSA (App Kit) Empire Class Segregated Fund TFSA App Information Folder & Policy Provision Fund Facts *Submit supplement with the “10/05” verion of application and discard the OPTIMAX section in the application (page 3d and 4d) Click here to update
|
D-0082-ENG-06/11D-0054-ENG-11/05 D-0048-ENG-05/05 C-0044 (02/09)D-0024-ENG-06/10 INP-0016 (08/10) C-0048 (06/10) INP-0165-ENG-06/11 INP-0278-ENG-06/11 INP-0100-ENG-05/11 INP-0154-ENG-06/11 INP-0279-ENG-06/11 |
| Equitable | Sales Illustrations V12-1 (Jan-2011) | Life/CI Application Single Life Application for Term Equimax Single Life Application (Short) Form – pdf format only Juvenile Equiliving CI Insurance Application Guaranteed Interest Account (GIA) GIA Contract GIA Non-registered RSP/RIF/LIF Application GIA (TFSA) Application Pivotal Solutions & Pivotal Solutions DSC Application Contract Information Folder RIF/LIF Application RIF/LIF Contract Information Folder Pivotal Solutions DSC (TFSA) TFSA Application Contract Information Folder Click here to update
|
350 (2011/06/01) 351 (2010/03/01) 348 (2011/01/12)349 (2011/08/09)798 (2008/10/20) 799 (2010/01/18) 796 (2010/01/18) 1377 (2011/01/01) 1382 (2011/01/01) |
| Foresters Life | Foresters v7.2 Passport v5.1 |
Life/CI Application Turbo Application (Tele Interview) E-Z Term Health Security Plus Application Grd Issue Whole Life Annuity Plus Application Annuity Plus (TFSA) Application Click here download software
|
406578 CAN (04/12) 406784 CAN (01/12) 406783 CAN (01/12) 406784 CAN (01/12) 406785 CAN (01/12) 105223 CAN (01/12) 105046 CAN (01/12) |
| IA | Interface Suite v6.5.0 (Jun 2011) Genesis v5.80 Traditional Insurance 1.71 Transition v5.90 Home Protection Plan v3.90 Illustration Retirement Income v5.00 RESP v1.60 |
Life/CI App (version 10-05 can be used until Dec 3, 2010) Addition of Coverage (used for multi-life or joint life) Transition Simplified Issue App Perspective Life App Alternative Life App – Permanent Alternative Life App – Term Your Investor Profile (UL – Genesis) TFSA High-Internet Application IAG Savings & Retirement Plan (Ecoflex/Ecoflextra) Application Form Information Folder January 2011 Fund Facts (as at Dec 31, 2009) Your Investor Profile IAG Savings & Retirement Plan TFSA (Ecoflex/Ecoflextra) Application Form Information Folder January 2011 Fund Facts(as at Dec 31, 2009) Your Investor Profile My Education – RESP (App Kit) – My Education Information Folder – Fund Fact (as at Dec 31, 2010) – Your Investor Profile – My Education App – My Education Induvidual App – My Education Family App Diploma – RESP (App Kit) – Diploma Information Folder – Diploma Fund App – Individual RESP App
|
F1A (10-05)F3A (11-05)F32A (10-03) F8A (10/11) F2A (10-11) F11A F13-654A F17A (08-11) F17A (10-10) F51-122A (09-10) F17A-1(10-10) F51-122A (09-10) F13-626A F13-443A (10-06) |
| IA Excellence | Pyramid v3.1.0 | Life/Living Benefit Application Health Declaration Form Acci-Jet Program Application Acci7 Application Click here for update
|
Rev: 05/11 Rev: 05/09 Rev: 05/11 Rev: 10-07 |
| Manulife | Diamond View 14.6 Jun-2012 InnoVision v14.6 Security UL v14.6 Limited Pay UL v14.6 Performax Gold v14.6 UltraVision v14.6 Family/Business Term v14.6 Lifecheque v14.6 LivingCare v14.6 Buy-sell Plus v14.6 Proguard Series v14.6 Venture Series v14.6 ExpenseComp v14.6 Personal Accident v14.6 FlexCare v3.25 Investment Loan Illustration v5.0 |
Life/CI App* EZ-App LivingCareTerm Conversion or Exercise GIO/BVP Disability Insurance DI AppContact Page with DI App Personal Accident DI App Tax-Free Savings Account (TFSA) TFSA Application for GIC – Manulife Investment TFSA Application for GIC – Segregated Fund TFSA Application for GIC – Manulife Bank Segregated Fund (all) GIF Select Registered or Non-Registered App GIF Select RRIF/LIF/LRIF App PensionBuilder Application Segregated Fund (GIF Select InvestmentPlus Series) Information Folder & Contract Fund Facts Segregated Fund (GIF Select IncomePlus Series version 2) Information Folder & Contract Supplement to Info Folder (IncomePlus) Fund Facts Segregated Fund (GIF Select EstatePlus Series) Information Folder & Contract Supplement to Info Folder (EstatePlus) Fund Facts PensionBuilder Fund Information Folder Fall 2011 Guaranteed Interest Contract GIC Application (Manulife Investment) GIC (Non-registered) App (Manulife Bank) GIC (RSP App) (Manulife Bank) Quick Loans Investment Loan Application Form ($10,000 to $150,000) Assignment of Contract of Annuity *Product page is required to submit with application form |
NN7000E (07/2011 or 06/2010) MK7138E(12/2005) NN7009E (01/2010) or (09/2007) NN0431E (03/2006)NN7008E (09/2008) or (09/2007) NN7008EA (05/2005) AF5006E (07/2011)NN1566E (12/2009) NN1565E (10/2010) NN0821E (09/2011 or 10/2010) MK2278E 04/12 MK2278E 04/12 MK2278E 04/12 MK2565E 04/12 NN0978E (12/2009) AB0334E (09/2010) AB0011E (12/2000) |
| Penncorp Life | Penncorp DI v3.0 | DI App Click here to download
|
MGA-050 04/2009 |
| RBC | RBC Illustration V3.5 | Life CI DI CI/DI Combined App Term CI Combined Application T10 GR Simplified CI Application Long Term Care Insurance The Edge Plan The Edge Loss of Income App The Roadside Edge Loss of Income App The Edge DI Supplemental Illness Application The Edge Encore Plan Application The Edge Health & Dental App The Edge Fracture Benefit App Segregated Fund (GIF) Registered or Non-Registered Application Information Folder & Contract (including fund facts) Segregated Fund (GIF) TFSA TFSA GIF Application Information Folder & Contract (including fund facts)Click here to download
|
89604 (05/2010) 83550 (09/2009) 83568 (05/2009) 83530 (04/2010) 82484 (10/2008) T10GR Tele-App 04/2009 89060 (10/2008)85484 (Nov 11) 85488 (Nov 11) 85490 (Nov 11) 85510 (Jan 12) 85494 (Jan 12) 83144-SEPT1083146 (11/2010) 83194 (11/2010) 83124 (11/2010) |
| SSQ | Illustration Software v1.0 | Life/CI Application SSQ Investment & Retirement Seg Fund Registered or Non-Registered Application Information Folder & Contract ASTRA Guaranteed Income II Registered or Non-Registered Application Information Folder & ContractClick here to download
|
290011A (2012-03)FRA641 (2012-06) BRA650 (2012-06)FRA1233 (2012-06) BRA1592 (2012-06) |
| Standard Life | Wealthcare 31 (Fall 2011) | Life/CI (Comprehensive App) Life/CI (Express App) Annuity Application Ideal Segregated Fund Ideal Seg Fund Info Folder Ideal Seg Fund App Ideal Term Funds Application Ideal Segregated Fund – Signature Series Ideal Signature Series Seg Fund Info Folder Ideal Signature Series App Tax-Free Savings Account (TFSA) TFSA Ideal Term Fund Application TFSA Ideal Segregated Fund Application TFSA Ideal Segregated Fund – Signature Series Application Ideal Signature Series Seg Fund Info Folder Idea Seg Fund Info Folder Click here to upgrade Wealthcare Click here to install AddCalc
|
5071E (01-2010) 5072E (01-2010) 3058M-11-20084292E-06-2011 4295N-06-2011 (Revised) 5381K-01-20126414C-04-2011 6415E-01-2012 6462A-01-2010 4292E-11-2010 |
| Sun Life | EOS v5.5 (Mar 2012) | Life & CI App RapidApp for Life & CI Long Term Care App Personal Health Insurance Application Health Coverage Choice Application Segregated Fund App Kit (Sun Wise Elite – including Elite Plus) Application Form CI Anti-Money Laundering Identity Verification Supplement Information Folder & Ind. Annuity Contract Fund Fact Sheets and Financial Highlights Supplement to Info Folder dated May 2009 – Jan 2010 Supplement to Info Folder dated May 2009 – Aug 2009 TSFA Segregated Fund App Kit (Sun Wise Elite – including Elite Plus) TFSA Application Form Supplement to Information Folder (TFSA) Information Folder & Ind. Annuity Contract Fund Fact Sheets and Financial Highlights Update to v5.01 to v5.0 |
810-2799 (06/10) 810-2815 (06/10) 810-3525 (01/10) 3494-E-01-10 4065-E-10-09 (Closed for new sales effective Oct-15-2010) SWE APP 2/10 CI AML 04/08SW INFO 05/09E SW FFS 08/09E SW INFO SUPP 12/09ESW INFO_SUPP_07/09 (Closed for new sales |
| Transamerica | LifeView V9.1 Five-for-Life v2.1 |
Life Application (Long Form) Life Application (Short Form) Supplement to the Life Insurance Application (Universal Life) Segregated Fund App Kit (Five-for-Life) Information Folder Fund Information Folder Application Form Transamerica Segregated Fund App Kit Information Folder Summary Fact Statement Application Form Segregated Fund App Kit (imaxxGIF) Information Folder Summary Fact Statements Application Form TFSA App Kit (imaxxGIF) Application Form Information Folder Summary Fact Statements Segregated Fund App Kit (CI GIF) CI Information Folder Annuity Policy Application Form Summary Fact Statements Investor Profile Questionnaire Click here to download full installation
|
LP257 (09/09) LP411 (09/09) LP343 (02/09)IP1176 11/10 IP1175 11/10 IP1172 11/10 (effective Oct 2009) IP1300 11/10 IP1301 11/10 IP1299 11/10 (closed for new business Oct 09) IP882 11/08 IP883 11/08 IP881 11/08IP1202 1/09 IP1203 1/09 IP883 11/08 (closed for new business Sept 10) CITA-INFO 12/07E CITA-ANN 12/07E CITA-AP 12/07E CITA-SFS 12/07E CITA-Q7A 08/06E |
| UL Mutual | UL Mutual v1.3.0 (January 2012) | Life/CI Application Family History AdapCI – ChildClick here to update |
200804 (#22Q-E) EQC 004 (0507) |