Administration

Administration

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
1559 Download cover image for file Advisor's Report Advisor's Report File
(fillable/savable)
FR
1703 Download cover image for file Authorization to Release Evidence Authorization to Release Evidence File
FR
0594 GUIDE Download cover image for file Guide to Completing Business Information Form Guide to Completing Business Information Form File
FR
0031 GUIDE Download cover image for file Guide to Completing the Third Party Form Guide to Completing the Third Party Form File
FR
1027 Download cover image for file Additional/Updated Customer Information (2021/04/02) Additional/Updated Customer Information (2021/04/02) File
Available in PDF (fillable / savable)
FR
0891 Download cover image for file Agent of Record Change Request (2020/06/30) Agent of Record Change Request (2020/06/30) File
Available in PDF only (fillable/savable)
FR
0455 Download cover image for file Annuity Settlement Option Annuity Settlement Option File
Available in PDF only (fillable/savable)
FR
0671BCF Download cover image for file Beneficiary Change Request Form Beneficiary Change Request Form File
Available in PDF only (fillable/savable)
FR
0594 Download cover image for file Business Information Form Business Information Form File
Available in PDF only (fillable/savable)
FR
0671NC Download cover image for file Name Change Form Name Change Form File
Available in PDF only (fillable/savable)
FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
Available in PDF only (fillable/savable)
FR
0378 Download cover image for file Pre-Authorized Debit Form Pre-Authorized Debit Form File
Available in PDF only (fillable/savable)
FR
0042 Download cover image for file Request for Policy Documentation Request for Policy Documentation File
FR
0031 Download cover image for file Third Party Form Third Party Form File
Available in PDF only (fillable/savable)
FR

Important changes to notifications on individual life insurance products (Effective February 27, 2015) 

Equitable Client Access®. Thousands of clients have already signed up and are enjoying the convenience of online access to their policy information, account activity, balances, and more. With so much information available online, paper confirmation notices have become redundant.

Therefore, effective February 27, 2015, we're making some changes to our paper and electronic confirmation letters:

View electronic letters only

We will no longer be mailing paper confirmation letters for any deposits under $10,000 into a life insurance policy.

Clients must log on to Equitable Client Access to view these letters. Advisors can view the letters through EquiNet.

View transactions only

We will no longer be producing printed or online letters for the following:

  • Calibrator warning letters,
  • Cash withdrawal letters,
  • Loan confirmation letters,
  • Rollover from GDA confirmations,
  • Surrender confirmations,
  • Transfer between funds confirmations,
  • Reduction in rating letters.

Clients can view the transaction on Equitable Client Access. Advisors can view the transaction through EquiNet.

There's no better time to sign up for Equitable Client Access

If your clients have not signed up for Equitable Client Access, direct them to equitable.ca/gopaperless for details. It only takes a few minutes to set up an account, and connects your clients with their policy information online - anytime!