Nn0908e 2026

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The document outlines the process for transferring assets in-kind within segregated funds, specifically detailing the necessary forms and procedures required by Manulife Financial. It includes sections for contract details, transferring from and to, partial transfers, beneficiary designations, and client information. The document emphasizes that all transfers must maintain the same product type and provides instructions for completing the transfer form accurately.

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Click ‘Get Form’ to open the nn0908e in the editor.
Begin by entering the name of the owner/beneficial owner #1 in the designated field. Ensure accuracy as this information is crucial for identification.
In section 2, provide the contract/reference number from which you are transferring assets. If transferring the full contract value, indicate this clearly.
For section 3, specify the details of where you are transferring to, including the name of owner/beneficial owner #2 and their respective contract/reference number.
If applicable, complete section 4 for partial transfers by listing only the funds and withdrawal amounts for those being transferred.
Ensure all required signatures are provided in section 5. If there are multiple owners, all must sign to authorize the transfer.
Review all entered information for accuracy before submitting your form through our platform.

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Versions	Form popularity	Fillable & printable
2017	4.5 Satisfied (49 Votes)
2014	4 Satisfied (60 Votes)

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What is the downside of segregated funds?

Disadvantages. Higher fees: Compared to mutual funds, segregated funds usually have higher management expense ratios (MERs).

What are segregated funds maturity guarantees?

The death and maturity guarantees ensure that the policyholder will retain a minimum amount of their investment regardless of market performance. Typically, the guarantee on an individual segregated fund policy is 75% or 100% of what the policyholder invested.

What is the 75 75 guarantee?

Classic Series 75/75 For investors who are used to investing in mutual funds. No less than 75% of the amounts invested are guaranteed at maturity of your contract and in the event of death.

What is the death and maturity benefit guarantee?

A maturity benefit is receivable by the insured person. A death benefit is receivable by the beneficiary chosen by the insured person. It might be paid out in lump sum or regular payouts, as mentioned in terms of a policy. It is usually paid out to the beneficiary in a lump sum.

What is the maturity guarantee for segregated funds?

To get the guarantee, you must keep your money in the segregated fund policy until the maturity date (usually 10 years). If you cash out your investment before the maturity date, youll receive the investments current market value, which may be more or less than what you invested originally.

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Who is the beneficiary of segregated funds?

Beneficiary: A person or persons named on the segregated fund contract who will receive the death benefit when the last surviving annuitant/insured passes away. A beneficiary can be anyone a family member, a friend or even a charity.

What are segregated funds in Manulife?

Segregated funds are similar to mutual funds, since they offer exposure to a wide variety of investment options like stocks and bonds. All under the watchful eye of a portfolio manager. But unlike mutual funds, a segregated fund is an insurance contract which holds investments and is an estate planning tool all in one.

Nn0908e 2026

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