Insurance Forms & Checklists
Free downloadable resources to help you prepare for your insurance application. Get organized and save time.
Super Visa Application Checklist
Complete checklist of documents and requirements for a successful Super Visa application in 2026.
- ✓ IRCC form requirements
- ✓ Financial documentation
- ✓ Insurance proof requirements
- ✓ Medical exam information
- ✓ LICO income thresholds
Life Insurance Needs Calculator
Figure out exactly how much life insurance coverage your family needs with our simple worksheet.
- ✓ Income replacement calculation
- ✓ Debt coverage analysis
- ✓ Children's education funding
- ✓ Final expenses planning
- ✓ Existing coverage assessment
Visitor Insurance Preparation Guide
Everything you need to know before purchasing visitor insurance for parents or family coming to Canada.
- ✓ Coverage comparison tips
- ✓ Pre-existing condition questions
- ✓ What to ask before buying
- ✓ Claims process overview
- ✓ Emergency contact numbers
RRSP & TFSA Contribution Tracker
Track your contribution room and plan your tax-efficient savings strategy for maximum benefits.
- ✓ 2024 contribution limits
- ✓ Room calculation worksheet
- ✓ Tax bracket optimization
- ✓ Withdrawal planning
- ✓ Spousal contribution strategy
Critical Illness Coverage Checklist
Questions to ask and factors to consider when shopping for critical illness insurance protection.
- ✓ Covered conditions list
- ✓ Survival period explained
- ✓ Return of premium options
- ✓ Benefit amount calculator
- ✓ Policy comparison factors
New Immigrant Insurance Guide
Essential insurance coverage guide for newcomers to Canada for the gap before their provincial health coverage is active.
- ✓ The coverage gap before OHIP is active
- ✓ Interim health coverage
- ✓ First-year priorities
- ✓ Building Canadian credit
- ✓ Long-term planning tips
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Why Use Our Resources?
These checklists are designed by a licensed Ontario insurance advisor to help you navigate the insurance process with confidence.
Up-to-Date
Updated for 2024 with latest IRCC and insurance requirements.
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Developed by licensed insurance professionals in Ontario.
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