The following types of e-Statements / e-Notices are available on Manulife customer website and the respective retention periods are as follows:
Premium-related statements & notices |
Retention period |
Automatic Premium Loan Notice |
Last 24 months |
Payment Confirmation Notice |
Last 24 months |
Policy Lapsation Notice |
Last 24 months |
Policy Lapse Notice |
Last 24 months |
Premium Adjustment Notice | Last 24 months |
Premium Notice |
Last 24 months |
Premium Overdue Notice |
Last 24 months |
Premium Reminder |
Last 24 months |
Other statements & notices |
Retention period |
Child Registration Reminder Letter | Last 12 months |
Financial Statement |
Last 12 months |
Annual Record of Premium Paid |
Last 24 months |
Annual Summary of Qualifying Deferred Annuity Policy (QDAP) |
Last 24 months |
Confirmation of Beneficiary Designation |
Last 24 months |
Confirmation of Change of Payment Mode/Method |
Last 24 months |
Confirmation of Direct Debit Authorization Setup |
Last 24 months |
Confirmation of UnionPay Card Registration for Paying Premium Online |
Last 24 months |
Disbursement Notice | Last 24 months |
Easy Choice Confirmation | Last 24 months |
Important Notice regarding your Financial Needs Analysis |
Last 24 months |
Income Payment Option Change Notice |
Last 24 months |
Income Payment Option Notice | Last 24 months |
Inflation Protector Option Endorsement |
Last 24 months |
Invitation Letter for Wellness Program |
Last 24 months |
NB Policy Replacement Letter |
Last 24 months |
PM Policy Replacement Letter |
Last 24 months |
Planned Increase in Protection Notice |
Last 24 months |
Policy Anniversary Statement |
Last 24 months |
Policy Illustration |
Last 24 months |
Policy Value Transfer Notice |
Last 24 months |
Policy Value Withdrawal Notice |
Last 24 months |
Subscription Notice |
Last 24 months |
Switching Notice |
Last 24 months |
Terminal Bonus Realization Notice | Last 24 months |
Benefit Upgrade Letter# |
During policy in force |
Child Registration as Life Insured Endorsement |
During policy in force |
Notice of benefit enhancement of layered benefit(s)* |
During policy in force |
Renewal Notice |
During policy in force |
Supplementary Benefit Coverage Continuation Arrangement Notice | During policy in force |
Statements & notices |
Retention period |
Notice for Distribution of Payout Distribution Investment Choice |
Last 12 months |
Policy Statement |
Last 12 months |
Confirmation of Beneficiary Designation |
Last 24 months |
Confirmation of Change of Payment Mode/Method |
Last 24 months |
Confirmation of Direct Debit Authorization Setup |
Last 24 months |
Disbursement Notice | Last 24 months |
Important Notice regarding your Financial Needs Analysis |
Last 24 months |
PM Policy Replacement Letter |
Last 24 months |
Subscription Notice |
Last 24 months |
Switching Notice |
Last 24 months |
Please login to our customer website and go to “e-Statement / e-Notice settings” page to see which of your policy(ies) is/are classified as individual insurance and/or wealth management policies (if any).
Notes:
If you encounter any problems or require special support, please contact us.