Point of Sale Materials

Segregated Funds: Daily/Guaranteed Interest Account: Payout Annuity:


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

Online Tools and Resources

  • EZcomplete: Easily submit segregated fund and Daily/Guaranteed Interest Account applications using this online tool.
  • EZtransact: Easily submit client requests using this online tool for segregated funds. Currently supports pre-authorized debit, switches, doller cost averaging and withdrawal requests.
  • Address Changes: Submit your client’s address changes in this online form.
  • Conversion Resources: Forms to convert your client’s RRSP/LIRA to a RRIF/LIF.


Administration 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
2164 Download cover image for file Advisor Attestation - Stylus Signatures Advisor Attestation - Stylus Signatures File FR
0671BCFSR Download cover image for file Beneficiary Change Form - S&R Beneficiary Change Form - S&R File FR
2087 Download cover image for file Daily/Guaranteed Interest Account - FHSA Application Daily/Guaranteed Interest Account - FHSA Application File
(fillable/savable)
FR
1969 Download cover image for file Claimant Statement for entities - Savings and Retirement Claimant Statement for entities - Savings and Retirement File
Available in PDF only (fillable/savable)
FR
2096 Download cover image for file DUCA Credit Union Lending Arrangement DUCA Credit Union Lending Arrangement File FR
2120 Download cover image for file FHSA to RSP/RIF Conversion FHSA to RSP/RIF Conversion File FR
0594 GUIDE Download cover image for file Guide to Completing Business Information Form Guide to Completing Business Information Form File FR
0693GIA Download cover image for file Investment Direction Form - DIA/GIA Investment Direction Form - DIA/GIA File
(fillable/savable)
FR
0671OCSR Download cover image for file Ownership Change Form - S&R Ownership Change Form - S&R File FR
2086 Download cover image for file Pivotal Select FHSA Application Pivotal Select FHSA Application File
(fillable/savable)
FR
2004 Download cover image for file Signing Authorities Certificate Signing Authorities Certificate File FR
0693ANN Download cover image for file Investment Direction - Legacy products Investment Direction - Legacy products File
(fillable/savable)
FR
1027 Download cover image for file Additional/Updated Customer Information Additional/Updated Customer Information File
Available in PDF (fillable / savable)
FR
0891 Download cover image for file Policy Owner Request for New Advisor Policy Owner Request for New Advisor File
Available in PDF only (fillable/savable)
FR
0455 Download cover image for file Annuity Settlement Option Annuity Settlement Option File 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) Change of Sales Charge Option (Pivotal Select) File
(fillable/savable)
FR
1516 Download cover image for file Claimant Statement for Individuals - Savings and Retirement Claimant Statement for Individuals - Savings and Retirement File
Available in PDF only (fillable/savable)
FR
0375SEL Download cover image for file Pivotal Select segregated fund codes and fees Pivotal Select segregated fund codes and fees File
A reference document listing all of Equitable's segregated fund codes (past and present). (Available in PDF only)
FR
1605 Download cover image for file DSC & Transfer Fee Reimbursement Request Form DSC & Transfer Fee Reimbursement Request Form File
Available in PDF only (fillable/savable)
FR
0375ANN Download cover image for file Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions Segregated Fund Codes (2024/07/31) Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions Segregated Fund Codes (2024/07/31) File
Personal Investment Portfolio and Pivotal Solutions segregated fund codes. (Available in PDF only)
FR
0686 Download cover image for file GIA Special Quote Request GIA Special Quote Request File
(fillable/savable)
FR
1790 Download cover image for file Daily/Guaranteed Interest Account Contract Daily/Guaranteed Interest Account Contract File
DIA/GIA contract summary
FR
0799 Download cover image for file Daily/Guaranteed Interest Account - Reg/Non Reg Application Daily/Guaranteed Interest Account - Reg/Non Reg Application File
(fillable/savable)
FR
0796 Download cover image for file Daily/Guaranteed Interest Account - Tax-Free Savings Account Application Daily/Guaranteed Interest Account - Tax-Free Savings Account Application File
(fillable/savable)
FR
0693SEL Download cover image for file Investment Direction - Pivotal Select Investment Direction - Pivotal Select 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
1366 Download cover image for file Pivotal Select Fund Facts 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
1508 Download cover image for file Non-Resident Transactions Non-Resident Transactions File
Equitable is not registered to sell savings and retirement products outside of Canada, however an existing Equitable 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
1403 Download cover image for file Pivotal Select Contract and Information Folder Pivotal Select Contract and Information Folder File
A complete and detailed disclosure of all material facts relating to Equitable'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 Payout Annuity Quote Template File
Available in PDF only (fillable/savable)
FR
1384 Download cover image for file Pivotal Select Application Registered/Non-Registered Pivotal Select Application Registered/Non-Registered File
(fillable/savable)
FR
1383 Download cover image for file Pivotal Select TFSA Application Pivotal Select TFSA Application 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 RRSP to RRIF Conversion Form File
Available in PDF only (fillable/savable)
FR
1582 Download cover image for file TFSA Third Party Contribution TFSA Third Party Contribution File
Available in PDF only (fillable/savable)
FR
0031 Download cover image for file Third Party Form Third Party Form File 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) Verification of Identification (Remote Signer) File
Available in PDF only (fillable/savable)
FR
1319 Download cover image for file Withdrawal Request Form Withdrawal Request Form File
Available in PDF only (fillable/savable)
FR