| 2048 |
|
Application for conversion: single life term to joint life permanent
File
|
FR
|
|
| 2121 |
|
Assignment of life insurance policy as collateral
File
|
FR
|
|
| 2115 |
|
Attending physician's disability benefits statement
File
|
FR
|
|
| 1616 worksheet |
|
1616 Term Conversion Worksheet
File
Download and save the Excel worksheet |
FR
|
|
| 1559 |
|
Advisor's Report
File
(fillable/savable) |
FR
|
|
| 0350 |
|
Application for Life and/or Critical Illness Insurance
File
|
FR
|
|
| 1741 |
|
Attending Physician’s Statement For Compassionate Advance
File
|
FR
|
|
| 1703 |
|
Authorization to Release Evidence
File
|
FR
|
|
| 0671OC GUIDE CORPORATION |
|
Guide to Completing the Ownership Change
File
Corporation |
FR
|
|
| 1322 |
|
Aviation Questionnaire
File
|
FR
|
|
| 1752 |
|
Backcountry Snow Sports Questionnaire
File
|
FR
|
|
| 0693FAQ |
|
Completing the 693UL FAQ
File
|
FR
|
|
| 0594 GUIDE |
|
Guide to Completing Business Information Form
File
|
FR
|
|
| 1795 |
|
Capacity Reserve Form
File
|
FR
|
|
| 0682TC |
|
Claimant’s Statement – Term and Critical Illness
File
|
FR
|
|
| 0682ENT |
|
Claimant’s Statement – Entities
File
|
FR
|
|
| 0682WU |
|
Claimants Statement - Whole and Universal Life
File
|
FR
|
|
| 0016MR |
|
Claimant's Statement (disability claim)
File
|
FR
|
|
| 0341 |
|
Consent and Authorization for Release of Medical Information to Advisor
File
|
FR
|
|
| 0347 |
|
Critical Illness PreQualifying Questionnaire
File
|
FR
|
|
| 1325 |
|
Drinking Habits Questionnaire
File
|
FR
|
|
| 1326 |
|
Drug Use Questionnaire
File
|
FR
|
|
| 0693GUIDE |
|
Guide to Completing the 693UL
File
|
|
|
| 0693UL |
|
Reallocation and Transfer of Funds Form -Universal Life
File
This form must be viewed in Adobe Acrobat Reader on a computer. It is not compatible with mobile devices and other PDF viewers.
Download this form to your computer and open it with Adobe Acrobat
A digital version of this form is available on the Investments tab through Policy Inquiry.
|
FR
|
|
| 2004 |
|
Signing Authorities Certificate
File
|
FR
|
|
| 1343 |
|
Evidence of Insurability
File
|
FR
|
General Content
|
| 1318 |
|
Final Protection and Living Protection Application for Change
File
|
FR
|
|
| 1323 |
|
Financial Questionnaire - Business
File
|
FR
|
|
| 1324 |
|
Financial Questionnaire - Personal
File
|
FR
|
|
| 1527 |
|
Financial Underwriting Guidelines
File
|
FR
|
|
| 1327 |
|
Foreign Travel and Residence Questionnaire
File
|
FR
|
|
| 1616GUIDE |
|
Guide to Application for Term Conversion
File
|
FR
|
|
| 0671OC GUIDE |
|
Guide to Completing an Ownership Change Form
File
Individual Owner Changes |
FR
|
|
| 0681 GUIDE |
|
Guide to Completing the Request for Termination Form
File
|
FR
|
|
| 1878 |
|
Health Information Form
File
|
FR
|
|
| 205 |
|
Pre-Authorized Debit for Group Insurance Premium (PAD)
File
|
FR
|
|
| 2162 |
|
Physician's Statement
File
|
FR
|
|
| 1530 |
|
Temporary Resident Underwriting Guidelines
File
|
FR
|
General Content
|
| 1027 |
|
Additional/Updated Client Information
File
|
FR
|
|
| 0891 |
|
Policy Owner Request for New Advisor
File
|
FR
|
|
| 1616 |
|
Application for Term Conversion
File
(fillable / savable) |
FR
|
|
| 0671BCF |
|
Beneficiary Change Request Form
File
A digital version of this form is available on the Beneficiary tab through Policy Inquiry, and through Client Access
|
FR
|
|
| 0594 |
|
Business Information Form
File
|
FR
|
|
| 1788 |
|
Business fact finding sheet (fillable)
File
This fact sheet can help you better understand the client’s unique needs, so you can develop a financial and succession plan to help them achieve their personal and business goals. |
FR
|
General Content
|
| 0370 |
|
Declaration of Insurability for Application to Reinstate
File
|
FR
|
|
| 0374G2 |
|
G2 - Application for Change
File
(fillable/savable) |
FR
|
|
| 0374G3 |
|
G3 - Application for Change
File
Available in PDF only (fillable/savable) |
FR
|
|
| 2124 |
|
Term 10 to term 20 Exchange
File
|
FR
|
|
| 1328 |
|
Motor Sports Questionnaire
File
|
FR
|
|
| 1329 |
|
Mountain Climbing Questionnaire
File
|
FR
|
|
| 0671NC |
|
Name Change Form
File
|
FR
|
|
| 1330 |
|
Nervous Disorder Questionnaire
File
|
FR
|
|
| 1508 |
|
Non-Resident Transactions
File
Equitable is not registered to sell savings and retirement products outside of Canada,
however an existing Equitable client may choose to move to a different country. When a client becomes a non-resident some types of transactions may be restricted. (Available in PDF only) |
FR
|
|
| 0671OC |
|
Ownership Change Form - Individual Life
File
Available in PDF only (fillable/savable) |
FR
|
|
| 1333 |
|
Parachuting or Sky Diving Questionnaire
File
|
FR
|
|
| 0680 |
|
Policy Loan Agreement
File
A digital version of this form is available on the Values tab through Policy Inquiry
|
FR
|
|
| 0046 |
|
Policy Loan OR Premium History Request
File
|
FR
|
|
| 0378 |
|
Pre-Authorized Debit Form
File
Available in PDF only (fillable/savable) |
FR
|
|
| 0047 |
|
Request for Direct Deposit Plan
File
|
FR
|
|
| 0042 |
|
Request for a Replacement Policy for a Lost Policy
File
|
FR
|
|
| 0681 |
|
Request for Termination
File
(fillable / savable) |
FR
|
|
| 0558 |
|
Request for Withdrawal of Dividends, Change in Option, Or Premium Offset
File
(fillable / savable) |
FR
|
|
| 1331 |
|
Respiratory Questionnaire
File
|
FR
|
|
| 1556 |
|
Shareholder Borrowing Checklist
File
|
FR
|
|
| 1332 |
|
Diving Questionnaire
File
|
FR
|
|
| 0036 |
|
Tentative Assessment
File
|
FR
|
|
| na |
|
Term, CI & Whole Life Illustration and Quote
File
for inforce policies only |
FR
|
|
| 1609 |
|
Termination for Internal Replacement
File
(fillable / savable) |
FR
|
|
| 0031 |
|
Third Party Form
File
|
FR
|
|
| 1335 |
|
Ultra Light Planes and Hang Gliding Questionnaire
File
|
FR
|
|
| na |
|
Universal Life Illustration and Quote
File
for inforce policies only |
FR
|
|
| 1710 |
|
Verification of identity for policy owner(s)
File
|
FR
|
|
| 1733A |
|
Non-Face to Face Meetings ID Verification
File
|
FR
|
General Content
|
| 1815 |
|
Corporate Preferred Retirement Solution (corporate borrowing) Checklist
File
Review this checklist with your clients to ensure they understand the Corporate Preferred Retirement Solution (corporate borrowing) and how it can impact them and their business. |
FR
|
Sales Strategies
|
