Savings & Retirement - Administration Forms
Applications and point-of-sale documents are available in electronic or paper formats.ElectronicIf the client prefers to access point-of-sale material(s) electronically, the advisor can direct the client to www.equitable.ca/contracts. There, the client can access and save the required point-of-sale documents prior to signing the application. Paper deliveryAn advisor can order paper copies of the point-of-sale documents through our Supply department. Once the advisor completes the Savings and Retirement Supply Order Form, paper copies are delivered to the client prior to signing the application. |
Other Administration Forms
- Address Change Form
- To convert a legacy product from a Retirement Savings Plan (RSP/LIRA) to a Retirement Income Plan (RIF/LIF), click here for the required forms.
Form Number | Cover | Marketing Material Name | Available Languages | Product |
---|---|---|---|---|
0693ANN |
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Investment Direction - Pivotal Solutions, PIP, GIA File Available in PDF only (fillable/savable) |
FR | |
1027 |
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Additional/Updated Customer Information File Available in PDF (fillable / savable) |
FR | |
0891 |
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Agent of Record Change Request File Available in PDF only (fillable/savable) |
FR | |
0455 |
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Annuity Settlement Option File Available in PDF only (fillable/savable) |
FR | |
0671BCF |
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Beneficiary Change Request Form File Available in PDF only (fillable/savable) |
FR | |
0594 |
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Business Information Form File Available in PDF only (fillable/savable) |
FR | |
1388 |
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Change of Sales Charge Option (Pivotal Select) File (fillable/savable) |
FR | |
1516 |
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Claimant Statement - Savings and Retirement File Available in PDF only (fillable/savable) |
FR | |
1605 |
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Deferred Sales Charge Reimbursement Request Form File Available in PDF only (fillable/savable) |
FR | |
0686 |
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GDA Special Quote Form File Available in PDF only (fillable/savable) |
FR | |
1790 |
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Guaranteed Interest Account Contract File GIA contract summary |
FR | |
0799 |
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Guaranteed Interest Accounts Reg/Non Reg Application File (fillable/savable) |
FR | |
0796 |
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Guaranteed Interest Accounts, Tax-Free Savings Account Application File (fillable/savable) |
FR | |
0375 |
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Segregated Fund Codes File A reference document listing all of Equitable Life's segregated fund codes (past and present). (Available in PDF only) |
FR | |
0693SEL |
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Investment Direction - Pivotal Select File (fillable/savable) |
FR | |
0014 |
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Limited Trading Authorization File Available in PDF only (fillable/savable) |
FR | |
0671NC |
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Name Change Form File Available in PDF only (fillable/savable) |
FR | |
1508 |
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Non-Resident Transactions File Equitable Life is not registered to sell savings and retirement products outside of Canada, however an existing Equitable Life 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 | |
1366 |
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Pivotal Select Fund Facts File Looking for more fund information, we’ve got you covered – not just at purchase, but in the years to come too. |
FR | |
0671OC |
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Ownership Change Form File Available in PDF only (fillable/savable) |
FR | |
1403 |
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Pivotal Select Contract and Information Folder File A complete and detailed disclosure of all material facts relating to Equitable Life's Pivotal Select product. The Pivotal Select Fund Facts must accompany this item. |
FR | |
0355 |
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Payout Annuity Application File (fillable/savable) |
FR | |
0687 |
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Payout Annuity Quote Template File Available in PDF only (fillable/savable) |
FR | |
1512 |
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Pivotal Select MER and Guarantee Fees File A one page chart with all of the Pivotal Select funds and their respective Management Expense Ratios (MERs) and Guarantee Fees. (Available in PDF only) |
FR | |
1384 |
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Pivotal Select Application Registered/Non-Registered File (fillable/savable) |
FR | |
1383 |
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Pivotal Select TFSA Application File (fillable/savable) |
FR | |
0378 |
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Pre-Authorized Debit Form File Available in PDF only (fillable/savable) |
FR | |
0047 |
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Request for Direct Deposit Plan File Available in PDF only (fillable/savable) |
FR | |
1673 |
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RRSP to RRIF Conversion Form File Available in PDF only (fillable/savable) |
FR | |
1660 |
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Tax Slips - A Quick Reference Guide File Available in PDF only |
FR | |
1582 |
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TFSA Third Party Contribution File Available in PDF only (fillable/savable) |
FR | |
0031 |
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Third Party Form File Available in PDF only (fillable/savable) |
FR | |
0114 |
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Transfer Authorization Form File Available in PDF only (fillable/savable) |
FR | |
1319 |
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Withdrawal Request Form (Pivotal Select) File Available in PDF only (fillable/savable) |
FR |