Forms & Guides

Forms

All Plan related forms can be retrieved from your employer or on mycanadalifeatwork.com. Once logged in to mycanadalifeatwork.com click on Tools and resources → Change your portfolio → Printable forms.

Guides

There are several guides below to assist you with the Plan.

Canada Life Enrollment Guide

The Canada Life enrollment guide is an incredible resource to help you better understand the plan before and during your enrollment. The guide provides information about the available investment choices and a questionnaire that will help you determine the choices that are best for you. The guide also includes guest access to the Canada Life online portal (mycanadalifeatwork.com) so you can become acquainted with the additional resources and information available before you enroll in the plan. Paper and PDF enrollment guides are available. Please note, the PDF enrollment guide does not include detailed fund reports, but those are available through the guest access to Canada Life’s online portal (mycanadalifeatwork.com). Please contact your employer to request a copy of the enrollment guide.

Health and Wealth Consultant

A customized member experience guide can be contacted at Canada Life for personalized, one-on-one guidance that can help you with the following:

  • register your online account
  • understand the details of your plan
  • monitor your savings goals
  • review your investment options
  • answer your group plan questions

Book your appointment today: http://www.canlife.co/bookanappointment

Member Booklets

Download the member booklet that provides important plan information.

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