How do I fill out the registered/non-registered/TFSA 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 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:
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.