A new, simplified and improved version of form F4A-13 Conversion is available in the Document Centre of your Advisor Centre.
Please note that you must start using this version as of today. Requests made using the former version won't be processed.
Main improvements
- Sections have been redesigned and reorganized to improve flow
- Transition critical illness policies now have their own section
- All instructions and clarifications are grouped together in the left-hand column, as in the savings forms
Note that the sole purpose of this update is to simplify the use of the form. Processing times and transaction requirements remain the same.
For any technical issues, the Help Desk remains your resource. If you have any questions or comments about the contents of the form, please contact your agency administrative support.
