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 |
|
Investment Direction - Pivotal Solutions, PIP, GIA File Available in PDF only (fillable/savable) |
FR | |
| 1027 |
|
Additional/Updated Customer Information File Available in PDF (fillable / savable) |
FR | |
| 0891 |
|
Agent of Record Change Request File Available in PDF only (fillable/savable) |
FR | |
| 0455 |
|
Annuity Settlement Option File Available in PDF only (fillable/savable) |
FR | |
| 0671BCF |
|
Beneficiary Change Request Form File Available in PDF only (fillable/savable) |
FR | |
| 0594 |
|
Business Information Form File Available in PDF only (fillable/savable) |
FR | |
| 1388 |
|
Change of Sales Charge Option (Pivotal Select) File (fillable/savable) |
FR | |
| 1516 |
|
Claimant Statement - Savings and Retirement File Available in PDF only (fillable/savable) |
FR | |
| 1605 |
|
Deferred Sales Charge Reimbursement Request Form File Available in PDF only (fillable/savable) |
FR | |
| 0686 |
|
GDA Special Quote Form File Available in PDF only (fillable/savable) |
FR | |
| 1790 |
|
Guaranteed Interest Account Contract File GIA contract summary |
FR | |
| 0799 |
|
Guaranteed Interest Accounts Reg/Non Reg Application File (fillable/savable) |
FR | |
| 0796 |
|
Guaranteed Interest Accounts, Tax-Free Savings Account Application File (fillable/savable) |
FR | |
| 0375 |
|
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 |
|
Investment Direction - Pivotal Select File (fillable/savable) |
FR | |
| 0014 |
|
Limited Trading Authorization File Available in PDF only (fillable/savable) |
FR | |
| 0671NC |
|
Name Change Form File Available in PDF only (fillable/savable) |
FR | |
| 1508 |
|
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 |
|
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 |
|
Ownership Change Form File Available in PDF only (fillable/savable) |
FR | |
| 1403 |
|
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 |
|
Payout Annuity Application File (fillable/savable) |
FR | |
| 0687 |
|
Payout Annuity Quote Template File Available in PDF only (fillable/savable) |
FR | |
| 1512 |
|
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 |
|
Pivotal Select Application Registered/Non-Registered File (fillable/savable) |
FR | |
| 1383 |
|
Pivotal Select TFSA Application File (fillable/savable) |
FR | |
| 0378 |
|
Pre-Authorized Debit Form File Available in PDF only (fillable/savable) |
FR | |
| 0047 |
|
Request for Direct Deposit Plan File Available in PDF only (fillable/savable) |
FR | |
| 1673 |
|
RRSP to RRIF Conversion Form File Available in PDF only (fillable/savable) |
FR | |
| 1660 |
|
Tax Slips - A Quick Reference Guide File Available in PDF only |
FR | |
| 1582 |
|
TFSA Third Party Contribution File Available in PDF only (fillable/savable) |
FR | |
| 0031 |
|
Third Party Form File Available in PDF only (fillable/savable) |
FR | |
| 0114 |
|
Transfer Authorization Form File Available in PDF only (fillable/savable) |
FR | |
| 1319 |
|
Withdrawal Request Form (Pivotal Select) File Available in PDF only (fillable/savable) |
FR |