Electronic Point of Sale Materials

Segregated Funds: GIA: Payout Annuity:

If you require printed point-of-sale documents or other marketing materials, you can order through our Supply department. Use the Savings & Retirement Supply Order Form to submit your order.

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.
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 Cover Marketing Material Name Available Languages Product
1969 Download cover image for file Claimant Statement for entities- Savings and Retirement (2021/05/11) Claimant Statement for entities- Savings and Retirement (2021/05/11) File
Available in PDF only (fillable/savable)
FR
0594 GUIDE Download cover image for file Guide to Completing Business Information Form Guide to Completing Business Information Form File
FR
0031 GUIDE Download cover image for file Guide to Completing the Third Party Form Guide to Completing the Third Party Form File
FR
0693ANN Download cover image for file Investment Direction - Pivotal Solutions, PIP, GIA (2021/06/07) Investment Direction - Pivotal Solutions, PIP, GIA (2021/06/07) File
Available in PDF only (fillable/savable)
FR
1027 Download cover image for file Additional/Updated Customer Information (2021/04/02) Additional/Updated Customer Information (2021/04/02) File
Available in PDF (fillable / savable)
FR
0891 Download cover image for file Agent of Record Change Request (2020/06/30) Agent of Record Change Request (2020/06/30) File
Available in PDF only (fillable/savable)
FR
0455 Download cover image for file Annuity Settlement Option Annuity Settlement Option File
Available in PDF only (fillable/savable)
FR
0671BCF Download cover image for file Beneficiary Change Request Form Beneficiary Change Request Form File
Available in PDF only (fillable/savable)
FR
0594 Download cover image for file Business Information Form Business Information Form File
Available in PDF only (fillable/savable)
FR
1388 Download cover image for file Change of Sales Charge Option (Pivotal Select) (2020/12/07) Change of Sales Charge Option (Pivotal Select) (2020/12/07) File
(fillable/savable)
FR
1516 Download cover image for file Claimant Statement - Savings and Retirement (2021/07/02) Claimant Statement - Savings and Retirement (2021/07/02) File
Available in PDF only (fillable/savable)
FR
1605 Download cover image for file Deferred Sales Charge Reimbursement Request Form  (2021/06/07) Deferred Sales Charge Reimbursement Request Form (2021/06/07) File
Available in PDF only (fillable/savable)
FR
0686 Download cover image for file GDA Special Quote Form (2015/05/12) GDA Special Quote Form (2015/05/12) File
Available in PDF only (fillable/savable)
FR
0375SEL Download cover image for file Pivotal Select segregated fund codes (2021/06/07) Pivotal Select segregated fund codes (2021/06/07) File
A reference document listing all of Equitable Life's segregated fund codes (past and present). (Available in PDF only)
FR
1790 Download cover image for file Guaranteed Interest Account Contract (2021/07/06) Guaranteed Interest Account Contract (2021/07/06) File
GIA contract summary
FR
0799 Download cover image for file Guaranteed Interest Accounts Reg/Non Reg Application  (2021/04/12) Guaranteed Interest Accounts Reg/Non Reg Application (2021/04/12) File
(fillable/savable)
FR
0375ANN Download cover image for file Personal Investment Portfolio and Pivotal Solutions segregated fund codes (2021/06/07) Personal Investment Portfolio and Pivotal Solutions segregated fund codes (2021/06/07) File
Personal Investment Portfolio and Pivotal Solutions segregated fund codes. (Available in PDF only)
FR
0796 Download cover image for file Guaranteed Interest Accounts,  Tax-Free Savings Account Application (2020/06/30) Guaranteed Interest Accounts, Tax-Free Savings Account Application (2020/06/30) File
(fillable/savable)
FR
0693SEL Download cover image for file Investment Direction - Pivotal Select (2021/06/07) Investment Direction - Pivotal Select (2021/06/07) File
(fillable/savable)
FR
0014 Download cover image for file Limited Trading Authorization Limited Trading Authorization File
Available in PDF only (fillable/savable)
FR
0671NC Download cover image for file Name Change Form Name Change Form File
Available in PDF only (fillable/savable)
FR
1508 Download cover image for file Non-Resident Transactions (2020/08/10) Non-Resident Transactions (2020/08/10) 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 Download cover image for file Pivotal Select Fund Facts (2021/06/07) Pivotal Select Fund Facts (2021/06/07) File
Looking for more fund information, we’ve got you covered – not just at purchase, but in the years to come too.
FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
Available in PDF only (fillable/savable)
FR
1403 Download cover image for file Pivotal Select Contract and Information Folder (2021/07/06) Pivotal Select Contract and Information Folder (2021/07/06) 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 Download cover image for file Payout Annuity Application Payout Annuity Application File
(fillable/savable)
FR
0687 Download cover image for file Payout Annuity Quote Template (2014/03/06) Payout Annuity Quote Template (2014/03/06) File
Available in PDF only (fillable/savable)
FR
1512 Download cover image for file Pivotal Select MER and Guarantee Fees (2021/06/07) Pivotal Select MER and Guarantee Fees (2021/06/07) 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 Download cover image for file Pivotal Select Application Registered/Non-Registered (2021/04/12) Pivotal Select Application Registered/Non-Registered (2021/04/12) File
(fillable/savable)
FR
1383 Download cover image for file Pivotal Select TFSA Application (2021/04/02) Pivotal Select TFSA Application (2021/04/02) File
(fillable/savable)
FR
0378 Download cover image for file Pre-Authorized Debit Form Pre-Authorized Debit Form File
Available in PDF only (fillable/savable)
FR
0047 Download cover image for file Request for Direct Deposit Plan Request for Direct Deposit Plan File
Available in PDF only (fillable/savable)
FR
1673 Download cover image for file RRSP to RRIF Conversion Form (2020/08/10) RRSP to RRIF Conversion Form (2020/08/10) File
Available in PDF only (fillable/savable)
FR
1660 Download cover image for file Tax Slips - A Quick Reference Guide (2020/08/10) Tax Slips - A Quick Reference Guide (2020/08/10) File
Available in PDF only
FR
1582 Download cover image for file TFSA Third Party Contribution (2020/08/11) TFSA Third Party Contribution (2020/08/11) File
Available in PDF only (fillable/savable)
FR
0031 Download cover image for file Third Party Form Third Party Form File
Available in PDF only (fillable/savable)
FR
0114 Download cover image for file Transfer Authorization Form Transfer Authorization Form File
Available in PDF only (fillable/savable)
FR
1820 Download cover image for file Verification of Identification (Remote Signer) (2021/04/01) Verification of Identification (Remote Signer) (2021/04/01) File
Available in PDF only (fillable/savable)
FR
1319 Download cover image for file Withdrawal Request Form (Pivotal Select) (2014/03/24) Withdrawal Request Form (Pivotal Select) (2014/03/24) File
Available in PDF only (fillable/savable)
FR