How can we help you?

Select the product category that you need assistance with.

You will find below fillable forms that allow you to make changes regarding your policy. You can send the form either by email to client.services@assumption.ca, by fax or by mail to the contact information on our Contact Us page.

If you need help, or to submit a claim for death, disability or critical illness, please contact your advisor or our Client Services team.
 

• 3151-00A - Policy Loan Repayment
• 4791-00A - Preauthorized Debit (PAD) Agreement
• 4989-00A - Request for Cancellation of Corporate Insurance Policy
• 4990-00A - Request for Cancellation of Personal Life Insurance Policy
• 5251-00A - Change of Beneficiary
• 5265-00A - Policy Loan
• 5283-00A - Change of Beneficiary - Critical Protection
• 5623-00A - Change of Beneficiary - Substitute Beneficiary Option

Participating life insurance policyholders have the opportunity to earn policyholder dividends. When you purchase a participating life insurance policy, your premiums are credited to an account called the Participating Account. Participating policyholders are eligible to receive earnings from that account.
 
Dividends are not guaranteed. They may be affected by several experience factors. Participating policies are grouped based on certain factors such as type of policy and when it was purchased. The experience of each group determines the dividends to be allocated within the group.
 
Dividends may vary upward or downward from those illustrated depending on a number of variables. Assumption Life’s appointed actuary looks at the mortality experience, the expense experience (including taxes) and the investment experience for each group of participating policies and makes an annual recommendation to the Board of Directors. The Board dictates annually the dividend scales allocated to the next year.

View our Notice – Change to Dividend Scales

 

Universal Life Investment Account Performance As of December 31, 2018
Accounts	Daily	1 Year	2 Years	3 Years	5 Years	7 Years	10 Years
Daily Interest Account **	0.10%	NA	NA	NA	NA	NA	NA
High Interest Account *	NA	2.00%	NA	2.50%	3.50%	NA	NA
Guaranteed Interest Account *	NA	1.00%	NA	1.25%	1.50%	NA	NA
Balanced Account *	NA	-8.60%	-2.11%	1.40%	1.20%	3.04%	3.43%
Fixed Income Account *	NA	-1.75%	-0.80%	-0.79%	0.57%	0.05%	1.57%
Canadian Dividend Account *	NA	-14.30%	-4.81%	3.47%	-0.29%	3.27%	5.99%
U.S. Equity Account *	NA	-4.60%	1.05%	2.57%	6.79%	10.03%	8.71%
Canadian Small Capitalization Account *	NA	-25.16%	-14.81%	0.16%	-2.60%	0.37%	7.17%
Money Market Account **	NA	0.76%	NA	NA	NA	NA	NA
Europe Account *	NA	-9.97%	1.53%	-3.24%	0.16%	7.05%	4.57%
True North Account *	NA	-6.40%	-1.63%	1.62%	2.58%	5.59%	6.58%
Harbour Growth & Income Account *	NA	-15.05%	-6.92%	-2.66%	-1.14%	1.22%	2.38%
S&P 500 *	NA	1.17%	5.75%	5.48%	10.76%	14.12%	11.09%
S&P/TSX *	NA	-11.56%	-3.21%	3.27%	1.02%	2.65%	4.77%

* These projected yields are neither a guarantee nor an estimate of future performance.
** The yield posted is the previous week’s yield, annualized.