Savings & Retirement Administration Forms
Electronic Point of Sale MaterialsSegregated Funds:
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.
| Form Number | Cover | Marketing Material Name | Available Languages | Product |
|---|---|---|---|---|
| 1969 |
|
Claimant Statement for entities- Savings and Retirement (2021/05/11) File Available in PDF only (fillable/savable) |
FR | |
| 0594 GUIDE |
|
Guide to Completing Business Information Form File |
FR | |
| 0031 GUIDE |
|
Guide to Completing the Third Party Form File |
FR | |
| 0693ANN |
|
Investment Direction - Pivotal Solutions, PIP, GIA (2021/06/07) File Available in PDF only (fillable/savable) |
FR | |
| 1027 |
|
Additional/Updated Customer Information (2021/04/02) File Available in PDF (fillable / savable) |
FR | |
| 0891 |
|
Agent of Record Change Request (2020/06/30) 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) (2020/12/07) File (fillable/savable) |
FR | |
| 1516 |
|
Claimant Statement - Savings and Retirement (2021/07/02) File Available in PDF only (fillable/savable) |
FR | |
| 1605 |
|
Deferred Sales Charge Reimbursement Request Form (2021/06/07) File Available in PDF only (fillable/savable) |
FR | |
| 0686 |
|
GDA Special Quote Form (2015/05/12) File Available in PDF only (fillable/savable) |
FR | |
| 0375SEL |
|
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 |
|
Guaranteed Interest Account Contract (2021/07/06) File GIA contract summary |
FR | |
| 0799 |
|
Guaranteed Interest Accounts Reg/Non Reg Application (2021/04/12) File (fillable/savable) |
FR | |
| 0375ANN |
|
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 |
|
Guaranteed Interest Accounts, Tax-Free Savings Account Application (2020/06/30) File (fillable/savable) |
FR | |
| 0693SEL |
|
Investment Direction - Pivotal Select (2021/06/07) 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 (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 |
|
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 |
|
Ownership Change Form File Available in PDF only (fillable/savable) |
FR | |
| 1403 |
|
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 |
|
Payout Annuity Application File (fillable/savable) |
FR | |
| 0687 |
|
Payout Annuity Quote Template (2014/03/06) File Available in PDF only (fillable/savable) |
FR | |
| 1512 |
|
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 |
|
Pivotal Select Application Registered/Non-Registered (2021/04/12) File (fillable/savable) |
FR | |
| 1383 |
|
Pivotal Select TFSA Application (2021/04/02) 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 (2020/08/10) File Available in PDF only (fillable/savable) |
FR | |
| 1660 |
|
Tax Slips - A Quick Reference Guide (2020/08/10) File Available in PDF only |
FR | |
| 1582 |
|
TFSA Third Party Contribution (2020/08/11) 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 | |
| 1820 |
|
Verification of Identification (Remote Signer) (2021/04/01) File Available in PDF only (fillable/savable) |
FR | |
| 1319 |
|
Withdrawal Request Form (Pivotal Select) (2014/03/24) File Available in PDF only (fillable/savable) |
FR |