Switches and surrenders

How do I fill out the registered/non-registered/TFSA/FHSA surrender form?

For assistance in completing the surrender form, see sample Pivotal Select - Withdrawal Request (Form #1319).
 

How do I fill out the registered/non-registered/TFSA/FHSA switch form?

For assistance in completing a switch form, see sample Investment Direction - Pivotal Select (Form #693SEL)
 

If I am an MGA advisor, where do I send the completed forms?

Completed forms for MGA advisors can be sent by: 

Email: savingsretirement@equitable.ca

Fax: 519.833.7404

Mail: The Equitable Life Insurance Company of Canada
          Attention: Savings & Retirement
          One Westmount Road North
          P.O. Box 1603, Stn Waterloo
          Waterloo, Ontario N2J 4C7

Original transfer forms can be sent to the relinquishing company. Send a copy of the transfer form to Equitable Life with the application or investment instruction request form.
 

If I am a WFG advisor, where do I send the completed forms?

All forms for WFG advisors must be sent to WFG Fundex Head Office.