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
17-8282-8-08
17-8283-4-11
17-8284-2-10

46-7135 – 05/12
46-5714 – 05/12
46-7134 – 05/12
41-7136 – 05/12

148 CAN (04/11)
147 CAN (04/11)
144 CAN-7/11
143 CAN-08/11

46-7305-05/12
46-7134-05/12
46-7136-05/12

46-7168 – 12/10
46-7163 – 08/11
46-7164 – 11/10

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-0260-ENG-06/11
INP-0100-ENG-05/11

INP-0278-ENG-06/11
INP-0260-ENG-06/11

INP-0100-ENG-05/11

INP-0154-ENG-06/11
INP-0176-ENG-06/11
INP-0100-ENG-05/11

INP-0279-ENG-06/11
INP-0176 (11/10)
INP-01000-ENG-05/11

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)
1379 (2010/09/01)
1381 (2011/01/01)
1378 (2011/01/01)
1380 (2010/09/01)
1381 (2008/10/20)

1382 (2011/01/01)
1379 (2010/09/01)
1381 (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)
F13-772A

F51-122A (09-10)

F17A-1(10-10)
F13-772A

F51-122A (09-10)

F13-626A
F14-5A (11-04)
F51-122A (10-11)
F24A (10-10)
F23A (10-09)
F28A (10-02)

F13-443A (10-06)
F26A (10-09)
F25A (10-03)

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)
AB0490E (01/2010)

NN0821E (09/2011 or 10/2010)
NN0891E (09/2011 or 10/2010)
NN1601E (09/2011)

MK2278E 04/12
MK2442E 04/12

MK2278E 04/12
MK2280E 04/12
MK2442E 04/12

MK2278E 04/12
MK2279E 04/11
MK2442E 04/12

MK2565E 04/12

NN0978E (12/2009)
AB0150E (09/2010)
AB0154E (01/2010)

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)
83194 (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
6461C-06-2011
6463C-03-2011
6414B-11-2010 (REVISED)

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
effective Oct-15-2010)
SWE TFSA 2-10
SW UBFI TFSA 12/08E
SW INFO_L 05/09E
SW FFS 08/09E

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)

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