Switches and surrenders

How to complete and submit Guaranteed Investment Fund forms for registered, non-registered, TFSA and FHSA applications

1. Withdrawal forms
To complete a withdrawal form for registered, non-registered, TFSA or FHSA contract, refer to the sample below. This sample provides step-by-step guidance to ensure accurate completion.
Withdrawal Request (Form #1319)

2. Switch Forms
For switching funds within registered, non-registered, TFSA or FHSA contracts, refer to the sample below. This sample outlines how to properly complete the switch form.
Investment Direction – Pivotal Select (Form #693SEL)

3. Submitting completed forms



For MGA advisors, send completed forms via one of the following methods:

Email: individualwealth@equitable.ca
Fax: 519.833.7404

Mail:
Equitable
Attention: Individual Wealth
One Westmount Road North
P.O. Box 1603, Stn Waterloo
Waterloo, Ontario N2J 4C7

Note: If transferring funds from another financial institution, send the original transfer form directly to the relinquishing company. A copy of the transfer form must also be submitted to Equitable. .

For WFG advisors, all completed forms must be sent to the WFG Fundex Head Office.