EquiNet Equitable Life's advisor site

Savings & Retirement Forms and Resources

Point of Sale Materials

Segregated Funds:
Submit this request digitally via EZcomplete for faster processing. Daily/Guaranteed Interest Account:
Submit this request digitally via EZcomplete for faster processing. 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. Currently supports pre-authorized debit (seg and DIA/GIA), switches, doller cost averaging and withdrawal requests (seg only).
  • Address Changes: Submit a client’s address changes in this online form.
  • Conversion Resources: Form to convert a client’s RRSP/LIRA to a RRIF/LIF.


Administration Forms and Resources

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 Advisor Attestation - Stylus Signatures File FR
0671BCFSR Beneficiary Change Form - S&R File FR
2087 Daily/Guaranteed Interest Account Application - FHSA File
Submit this request digitally via EZcomplete for faster processing. 		FR
1969 Claimant Statement for Entities - S&R File FR
2096 DUCA Credit Union Lending Arrangement File FR
2120 FHSA to RSP/RIF Conversion File FR
0693GIA Investment Direction Form - DIA/GIA File FR
0671OCSR Ownership Change Form - S&R File FR
2086 Pivotal Select Application - FHSA File
Submit this request digitally via EZcomplete for faster processing. 		FR
0378S&R Pre-Authorized Debit Form - S&R File
Submit this request digitally via EZtransact for faster processing. 		FR
2004 Signing Authorities Certificate File FR
0693ANN Investment Direction - Legacy products File FR
1027 Additional/Updated Client Information File FR
0891 Policy Owner Request for New Advisor File FR
0455 Annuity Settlement Option File FR
0594 Business Information Form File FR
1388 Change of Sales Charge Option (Pivotal Select) File FR
1516 Claimant Statement for Individuals - S&R File FR
1605 DSC & Transfer Fee Reimbursement Request Form File FR
0686 Custom Quote - DIA/GIA File FR
1790 Daily/Guaranteed Interest Account Contract File FR
0799 Daily/Guaranteed Interest Account Application - Registered/Non-Registered File
Submit this request digitally via EZcomplete for faster processing. 		FR
0796 Daily/Guaranteed Interest Account Application - TFSA File
Submit this request digitally via EZcomplete for faster processing. 		FR
0693SEL Investment Direction - Pivotal Select File
For Switches and Dollar Cost Averaging: Submit this request digitally via EZcomplete for faster processing. 		FR
0014 Limited Trading Authorization File FR
1366 Pivotal Select Fund Facts File FR
0671NC Name Change Form File FR
1403 Pivotal Select Contract and Information Folder File FR
0355 Payout Annuity Application File FR
0687 Custom Quote - Payout Annuity File FR
1384 Pivotal Select Application - Registered/Non-Registered File
Submit this request digitally via EZcomplete for faster processing. 		FR
1383 Pivotal Select Application - TFSA File
Submit this request digitally via EZcomplete for faster processing. 		FR
0047 Request for Direct Deposit Plan File FR
1673 RRSP to RRIF Conversion Form File
Coming soon to EZtransact! 		FR
1582 TFSA Third Party Contribution File FR
0031 Third Party Form File FR
0114 Transfer Authorization Form File FR
1820 Verification of Identification (Remote Signer) File FR
1319 Withdrawal Request Form File
Submit this request digitally via EZtransact for faster processing. 		FR