Checklist - Manulife
Define Goals and Review Client Information
Online Application to Manulife
- Purpose
- Legato 1/2/3
- Legato Client Information Form
- Driver's License (Box) and SIN
Online Application to Manulife
- Advisor Portal
- Corporate owner:
- CRA Schedule 50
- #1639 International Tax Classification for an Entity
- Corporate Resolution for Signing Authorities
- Large App: #1669 PEP
- Replacement: LIRD
- Upload forms
- Sign and submit
| cra_schedule_50_t2sch50-fill-19e.pdf |
| manulife_dual-method-identification_nn1663e.pdf |
| manulife-insurance-policy-service-certified-copy-resolution-of-the-board-of-directors-nn1703e.pdf |
| manulife_1639_manulife-insurance-international-tax-classification-for-an-entity-that-owns-an-individ.pdf |
| manulife_lird_insurance-new-business-and-underwriting-replacements-lird.pdf |
| manulife_online_banking_instructions.jpg |
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