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.


 
Individual Licensees who are leaving one employer and moving to another, adding another employer, or ceasing employment with an Agency must notify Council in writing via email within 5 business days. You must then submit an Add ATR (Authority to Represent) Form.  

Corporate Licensees/Nominees (or authorized delegates) can update authorizations to represent through the Online Portal, by signing into the corporate licence account. 

Add ATR:
  • Log into the portal.
  • Click on Manage Authority to Represent (ATR).
  • Select Create ATR.
  • Fill in the required information. If you receive any error messages, correct the information or contact the licensing department for assistance.
  • Review the information, make any necessary changes, and click Continue.
  • A confirmation message with a green check box will indicate that your request has been processed and the new information will be displayed on the Licensee Directory.
End ATR:
  • Log into the portal.
  • Click on Manage authorizations to represent (ATR).
  • Select End ATR.
  • Fill in the required information. If you receive any error messages, correct the information or submit an ATR form to the licensing department for processing.
  • Review the information, make any necessary changes, and click Continue.
  • A confirmation message with a green check box will indicate that your request has been processed.
Some ATR requests will still need to be processed by the licensing department. Specifically, these include anyone with a supervisory requirement, level 3 licensees and nominees. For these requests, please complete and submit the form below to the licensing department for processing.
 
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