Savings & Retirement Forms and Resources | EquiNet Equitable Life's advisor site

Point of Sale Materials

Segregated Funds:
Submit this request digitally via EZcomplete for faster processing.

Pivotal Select Applications (EZcomplete, Reg/Non-Reg, TFSA, FHSA)
Pivotal Select Contract and Information Folder (Form #1403)
Pivotal Select Fund Facts (Form #1366, Electronic version)
Investor Profile Questionnaire (optional) (Questionnaire, Guide)

Daily/Guaranteed Interest Account:
Submit this request digitally via EZcomplete for faster processing.

DIA/GIA Applications (EZcomplete, Reg/Non-Reg, TFSA, FHSA)
DIA/GIA Contract (Form #1790)

Payout Annuity:

Payout Annuity Application (Form #355)

Supply Order Form: Use this form to order paper copies of the point-of-sale materials.

Online Tools and Resources

Administration Forms and Resources

This table includes downloadable marketing materials saved in PDF format. Each row is a different product and may contain versions of the brochure in alternate languages.
Form Number	Marketing Material Name	Available Languages
2164	Advisor Attestation - Stylus Signatures File	FR
0671BCFSR	Beneficiary Change Form - S&R File	FR
2087	Daily/Guaranteed Interest Account Application - FHSA File Submit this request digitally via EZcomplete for faster processing.	FR
1969	Claimant Statement for Entities - S&R File	FR
2096	DUCA Credit Union Lending Arrangement File	FR
2120	FHSA to RSP/RIF Conversion File	FR
0693GIA	Investment Direction Form - DIA/GIA File	FR
0671OCSR	Ownership Change Form - S&R File	FR
2086	Pivotal Select Application - FHSA File Submit this request digitally via EZcomplete for faster processing.	FR
0378S&R	Pre-Authorized Debit Form - S&R File Submit this request digitally via EZtransact for faster processing.	FR
2004	Signing Authorities Certificate File	FR
0693ANN	Investment Direction - Legacy products File	FR
1027	Additional/Updated Client Information File	FR
0891	Policy Owner Request for New Advisor File	FR
0455	Annuity Settlement Option File	FR
0594	Business Information Form File	FR
1388	Change of Sales Charge Option (Pivotal Select) File	FR
1516	Claimant Statement for Individuals - S&R File	FR
1605	DSC & Transfer Fee Reimbursement Request Form File	FR
0686	Custom Quote - DIA/GIA File	FR
1790	Daily/Guaranteed Interest Account Contract File	FR
0799	Daily/Guaranteed Interest Account Application - Registered/Non-Registered File Submit this request digitally via EZcomplete for faster processing.	FR
0796	Daily/Guaranteed Interest Account Application - TFSA File Submit this request digitally via EZcomplete for faster processing.	FR
0693SEL	Investment Direction - Pivotal Select File For Switches and Dollar Cost Averaging: Submit this request digitally via EZcomplete for faster processing.	FR
0014	Limited Trading Authorization File	FR
1366	Pivotal Select Fund Facts File	FR
1403	Pivotal Select Contract and Information Folder File	FR
0671NC	Name Change Form File	FR
0355	Payout Annuity Application File	FR
0687	Custom Quote - Payout Annuity File	FR
1384	Pivotal Select Application - Registered/Non-Registered File Submit this request digitally via EZcomplete for faster processing.	FR
1383	Pivotal Select Application - TFSA File Submit this request digitally via EZcomplete for faster processing.	FR
0047	Request for Direct Deposit Plan File	FR
1673	RRSP to RRIF Conversion Form File Submit this request digitally via EZtransact for faster processing.	FR
1582	TFSA Third Party Contribution File	FR
0031	Third Party Form File	FR
0114	Transfer Authorization Form File	FR
1820	Verification of Identification (Remote Signer) File	FR
1319	Withdrawal Request Form File Submit this request digitally via EZtransact for faster processing.	FR