Savings & Retirement Administration Forms
Point of Sale MaterialsSegregated Funds:
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Online Tools and Resources
- EZcomplete: Easily submit segregated fund applications using this online tool.
- EZtransact: Easily submit client requests using this online tool for segregated funds. Currently supports pre-authorized debit, switches 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
Form Number | Cover | Marketing Material Name | Available Languages | Product |
---|---|---|---|---|
2087 |
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Daily/Guaranteed Interest Account - FHSA Application
File
(fillable/savable) |
FR | |
1969 |
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Claimant Statement for entities- Savings and Retirement (2021/05/11)
File
Available in PDF only (fillable/savable) |
FR | |
2096 |
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DUCA Credit Union Lending Arrangement File | FR | |
2120 |
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FHSA to RSP/RIF Conversion File | FR | |
0594 GUIDE |
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Guide to Completing Business Information Form File | FR | |
0693GIA |
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Investment Direction Form - DIA/GIA
File
(fillable/savable) |
FR | |
2086 |
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Pivotal Select FHSA Application
File
(fillable/savable) |
FR | |
2004 |
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Signing Authorities Certificate File | FR | |
0693ANN |
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Investment Direction - Legacy
File
(fillable/savable) |
FR | |
1027 |
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Additional/Updated Customer Information (2021/04/02)
File
Available in PDF (fillable / savable) |
FR | |
0891 |
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Policy Owner Request for New Advisor
File
Available in PDF only (fillable/savable) |
FR | |
0455 |
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Annuity Settlement Option File | 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) (2020/12/07)
File
(fillable/savable) |
FR | |
1516 |
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Claimant Statement - Savings and Retirement (2022/03/10)
File
Available in PDF only (fillable/savable) |
FR | |
1605 |
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DSC & Transfer Fee Reimbursement Request Form
File
Available in PDF only (fillable/savable) |
FR | |
0686 |
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GIA Special Quote Request
File
(fillable/savable) |
FR | |
0375SEL |
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Pivotal Select segregated fund codes and fees (2024/05/23)
File
A reference document listing all of Equitable's segregated fund codes (past and present). (Available in PDF only) |
FR | |
1790 |
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Daily/Guaranteed Interest Account Contract
File
DIA/GIA contract summary |
FR | |
0375ANN |
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Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions Segregated Fund Codes (2022/02/16)
File
Personal Investment Portfolio and Pivotal Solutions segregated fund codes. (Available in PDF only) |
FR | |
0799 |
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Daily/Guaranteed Interest Account - Reg/Non Reg Application
File
(fillable/savable) |
FR | |
0796 |
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Daily/Guaranteed Interest Account - Tax-Free Savings Account Application
File
(fillable/savable) |
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 (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 | |
0671OC |
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Ownership Change Form
File
Available in PDF only (fillable/savable) |
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 | |
0355 |
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Payout Annuity Application (2022/03/08)
File
(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's Pivotal Select product. The Pivotal Select Fund Facts must accompany this item. |
FR | |
0687 |
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Payout Annuity Quote Template (2014/03/06)
File
Available in PDF only (fillable/savable) |
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 (2020/08/10)
File
Available in PDF only (fillable/savable) |
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 | FR | |
0114 |
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Transfer Authorization Form
File
Available in PDF only (fillable/savable) |
FR | |
1820 |
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Verification of Identification (Remote Signer) (2021/04/01)
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 |