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Existing Customers

Manage your relationship with BMO Insurance using comprehensive forms and tools to keep your policy details and key information up to date.

 Digital forms

Complete these electronic forms and click “Send” to submit.

Change my contact information (within Canada)

Complete the following form if you live within Canada, to change your address, or update your email or phone number.

Change address

Request a duplicate policy summary

Complete this electronic form to request a duplicate copy of your policy summary.

Request policy

PDF forms

Download, complete, and submit these PDF forms to us via email and we’ll process the changes for you.

Change my contact information (outside Canada)

Complete the following form, if you live outside of Canada, to change your address, or update your email or phone number.

Update my contact details

Change my banking details

Complete the following form to modify a pre-authorized monthly debit from your bank account.

Change my beneficiary

Complete the following form if you would like to designate or change your beneficiary.

Frequently asked questions for existing customers

  • Email us at insurance.clientservices@BMO.com or call us toll free at 1-800-387-4483.

  • Contact your insurance advisor and complete the Name Change or Correction form. Ensure that you provide valid, non-expired government issued photo ID to support the change. 

    For a corporation name change we also require a completed Name Change or Correction form, and the official provincial authority supporting documents.

  • To record a POA on file we require all pages of the Power of Attorney document to be submitted.  Please contact your insurance advisor for specific instructions on requirements.

  • If you’re moving out of country, we require the appropriate Declaration of Tax Residence completed (RC518/RC519).   

    Please contact your insurance advisor for specific instructions on requirements.

  • Yes! We accept e-signatures from the following platforms, OneSpan, iGeny, DocuSign and Adobe 

    Note that the e-signature audit evidence must be submitted with the request: 

    • The Signature panel with details/indication of signature validity, or 
    • The Separate signing evidence document produced by the eSignature platform. 

Contact Us

  • Have questions?

    Call or email us today for more information about how we can help you.

  • Have a complaint?

    We can help you address your issue.