Servicing Guidelines - Detailed
This section provides detailed procedures to help sales offices service clients.
The following subjects are covered:
- Customer Service Centre – Telephone and email inquiries
- Method of Premium Payments & Fees
- Pre-authorized debit (PAD) agreement
- FBPS - Direct Deposit Service for Standard Life
- Online Banking for Existing Policies
Service Requests - Savings & Retirement
- Federal (PBSA) Locked-in Funds - Unlocking Options
- Ontario Life Income Fund - 25% Withdrawal Option
- Reset of Guarantees - Ideal Segregated Fund
- Reset on Maturity Guarantee Value – Ideal Segregated Funds – Signature Series
- UK Pension Transfers – Qualifying Recognised Overseas Pension Schemes (QROPS)
- Short-term and frequent trading – Ideal Segregated Funds
Service Requests - Life & Critical Illness Insurance
- Addition of a Regular or Enhanced Children's Protection Rider (Life)
- Application for Change (Life)
- Cancellation of Rider or Benefit (Life & Critical Illness)
- Change in Dividend Option (Life)
- Change to Reduced Paid-Up (Life)
- Conversion of Protecta 10 to Protecta 75 or 100 Critical Illness Insurance (Critical Illness)
- Critical Illness Claims (Critical Illness)
- Declaration of Insurability form (Critical Illness)
- Exercising a Guaranteed Insurability Benefit (GIB) (Life)
- Reduction of Sum Insured and Coverage (Life)
- Reinstatement of a Lapsed Policy (Life & Critical Illness Insurance)
- Request for Non-Smoker rate (Life & Critical Illness)
- Review of medical extra ratings (Life & Critical Illness)
- Service Charges (Life & Critical Illness)
- Term Conversion (Life)
Service Requests - All Retail Products
