Forms


Download forms to notify Council of the following changes to your licence or apply for a licence:
 

Use this form to change your home or service address, telephone number, or email address. Provide to Council within 30 calendar days of the change:

Change Individual Contact Information Form
Change Corporate Contact Information Form
Supervisor Undertaking Form: Used to declare your new supervisor. This form should be provided to Council within 5 business days of the change.

Process Review Statement: Although not mandatory, it is recommended that this form, or something similar be completed for every file the supervisor reviews. You do not need to submit these forms, but are encouraged to retain them for your records.

Confirmation of Completion Form: As of January 1, 2020, this form must be submitted when the New Life and/or Accident & Sickness agent has completed the mandatory amount of time under supervision and their supervisor is ready to recommend them for unsupervised practice. Please note that supervision must continue until the form has been submitted and reviewed by Council.

For more information about New Life and/or Accident and Sickness Agent supervision requirements, see Council's notice ICN 19-004 Guidelines for Supervision of New Life and/or Accident & Sickness Agents.


 
Download and complete this form to change the way you are holding yourself out. 

Add Authority to Represent Form
Download and complete this form, attaching copies of name-change documents to change your name on your licence.  Please note, there is a fee to change your name (see form for details).

Submit your name change to Council within 30 calendar days.

Change of Name Form and Fee Schedule
Download and complete this form to update your level of licence. Please attach evidence of education for the requested level of licence.
 

Update Level of Licence Form