How do I complete the registered application?

For assistance in completing the registered application, see sample Pivotal Select Application Registered/Non-Registered (Form #1384).

How do I fill out the non-registered application?

For assistance in completing the non-registered application, see sample Pivotal Select Application Registered/Non-Registered (Form #1384)

How do I fill out the TFSA application?

For assistance in completing the TFSA application, see sample Pivotal Select Application TFSA (Form #1383)
 

How do I fill out a transfer form?

For assistance in completing a transfer form, see sample Transfer Authorization Form (Form # 114)
 

If I am a MGA advisor, where do I send the completed forms?

Completed forms for MGA advisors can be sent by: 

Email: savingsretirement@equitable.ca

Fax: 519.833.7404

Mail: The Equitable Life Insurance Company of Canada
          Attention: Savings & Retirement
          One Westmount Road North
          P.O. Box 1603, Stn Waterloo
          Waterloo, Ontario N2J 4C7

Original transfer forms can be sent to the relinquishing company. Send a copy of the transfer form to Equitable Life with the application or investment instruction request form.
 

If I am a WFG advisor, where do I send the completed forms?

All forms for WFG advisors must be sent to WFG Fundex Head Office.