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Savings & Retirement - Forms


* The forms can be sorted by clicking on any of the following column headings: Form No, Form Name or Category.

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Form No. Form Name Category
  Addendum to Personal Investment Portfolio Information Folder Seg Funds 
  Addendum to Pivotal Solutions/Pivotal Solutions DSC Information Folder Seg Funds 
  Federal LIF Withdrawal Schedule V - Form 1 (français) Savings & Retirement 
  Federal LIF Withdrawal Schedule V - Form 2 (français) Savings & Retirement 
  Federal LIF Withdrawal Schedule V - Form 3 (français) Savings & Retirement 
  GIA Rates General Content 
  Payout Annuities General Content 
  Payout Annuities - Individual General Content 
  Payout Annuities - Joint General Content 
14  Assignment of Policyowner Trading Authorization (français) Life & Health Admin
Savings & Retirement 
34  Discharge of Maturity Life & Health Admin
Savings & Retirement 
47  Request for Direct Deposit Plan (français) Savings & Retirement 
113  Transfer Authorization for Non-Registered Investments (français) Savings & Retirement
Seg Funds 
114  Transfer Authorization for Registered Investments (français) Savings & Retirement 
345  Third Party, Corporate and Politically Exposed Person Form (français) Life and Health Policy Change
Savings & Retirement
Underwriting 
355  Immediate Annuity Application (français) Savings & Retirement 
378  Pre-Authorized Debit Plan (français) Life & Health Admin
Savings & Retirement 
455  Annuity Settlement Options Life & Health Admin
Savings & Retirement 
570  Declaration as to Loss of Policy (Life/Annuity Death Claims) (français) Claims 
671BCF  Beneficiary Change Request Form (français) Life & Health Admin
Savings & Retirement 
671NOC  Name and Ownership Change Form (français) Life & Health Admin
Savings & Retirement 
681  Request for Termination (français) Life & Health Admin
Life and Health Policy Change
Savings & Retirement
Underwriting 
693Ann  Reallocation of Funds form/Reset Request - Investment Direction (français) Savings & Retirement 
796  Guaranteed Interest Accounts TFSA Application (français) Savings & Retirement 
797  Guaranteed Interest Accounts RIF / LIF Contract (français) Savings & Retirement 
798  Guaranteed Interest Accounts Contract (français) Savings & Retirement 
799  Guaranteed Interest Accounts Non Registered / RSP / RIF / LIF Application (français) Savings & Retirement 
817-03-210E  Movable Hypothec on an Insurance Policy #817-03-210 (français) Loans
Payout Annuity 
817-03-222E  B2B Letter of Direction #817-03-222 (français) Loans 
817-06-214E  Equitable Life Satisfaction Piece Release of Hypothec #817-06-214 (français) Loans 
817-07-233E  B2B Trust Segregated Fund Investment Loan Application #817-07-233E (français) Loans 
836-07-232E  B2B Trust RRSP Loan Application #836-07-232 (français) Loans 
1022  Money Order / Bank Draft (français) Life & Health Admin
Savings & Retirement 
1058  2011 Semi-Annual Seg Financial Highlights and Performance Data report Savings & Retirement
Seg Funds 
1058(2010)  2010 Annual Seg Financial Highlights and Performance Data Report Savings & Retirement
Seg Funds 
1170  Fund Facts (français) Seg Funds 
1377  Pivotal Solutions & Pivotal Solutions DSC Application (français) Savings & Retirement 
1378  Pivotal Solutions & Pivotal Solutions DSC RIF / LIF Application (français) Savings & Retirement
Seg Funds 
1379  Pivotal Solutions & Pivotal Solutions DSC Contracts (français) Savings & Retirement
Seg Funds 
1380  Pivotal Solutions and Pivotal DSC RIF/LIF Contracts (français) Savings & Retirement 
1381  Pivotal Solutions and Pivotal DSC Information Folder (français) Savings & Retirement
Seg Funds 
1382  Pivotal Solutions & Pivotal Solutions DSC TFSA Application (français) Savings & Retirement
Seg Funds 
1391  Supply Order Form (français) Marketing Materials
Savings & Retirement
Seg Funds  
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