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Equitable Life is working quickly to simplify processes for conducting non face-to-face business and make it as easy as possible for you to work with your clients and Equitable Life. We’ll update this page frequently, so be sure to check back often. If you can’t find the information you’re looking for, please contact your Equitable Life Regional Sales Manager.

Simplified Process Quick Links:

  1. Submitting applications
  2. Underwriting
  3. Policy delivery
  4. Existing business

COVID-19updatesImage1-(11).jpgSubmitting applications

Methods for transferring files securely to Equitable Life (May 20, 2020)
EZ Upload FAQ (May 20, 2020)
Revised Witness Signature Process during COVID-19 for Individual Life and Critical Insurance Business (April 6, 2020)

EZcomplete online application
Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.

UPDATED: EZcomplete FAQ - Special COVID-19 Issue (January 5, 2020)
UPDATED: Non Face-to-Face Meetings – ID Verification Options (September 25, 2020) 
Tutorial video is available if you haven’t tried EZcomplete before. See how easy it is!
Strategies for Life Insurance advisors and clients (e-blast) (March 26, 2020)
EZcomplete® Online Application for non face-to-face meetings​ (March 26, 2020)

 
Paper applications
(form #350)
 
Guidelines for completing a paper application non face-to-face
Non Face-to-Face Meetings – ID Verification Options (March 26, 2020)
EZ Upload allows you to send the application and required documents electronically.
  • Log in to EquiNet, click on the Tools & Information link in the selection panel at the top of the page and click on EZ Upload.

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EXTENDED TO JULY 31, 2021: Temporary Evidence of Insurability Schedule (1343)
Evidence of Insuranbility Requirements Update (Sep, 2020)
Paramedicals are now open across all parts of Canada (July 17, 2020)
Temporary Change to Critical Illness Insurance Non-Medical Limits 
Paramedicals are Re-opening Shortly (June 11, 2020)
Underwriting Updates Including Additional Changes to Non-Med limits (April 21, 2020)
Temporary Change to Life Insurance on-medical limits for ages up to 50; up to $1M (April 3, 2020)
Changes to ECG, TMT, MD and IR requirements (March 31, 2020)
Paramedical appointments have been put on hold. (March 24, 2020)

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We are unable to respond to email replies sent to signers@e-signlive.ca  All email inquiries should be directed to either Eastern or Western Service. Please include the policy number within your inquiry.

Electronic Signature update February (February 4, 2021)
E-delivery Tips and Tricks (February 4, 2021)
E-delivery of Contracts FAQ (February 4, 2021)
Electronic signatures update October 2020 (Oct 19)
Updates to the eDelivery process (June 4) 
E-signature requirements for Individual Life and Critical Illness (June 4)
Electronic policy delivery - now available (April 3)
Important information about non face-to-face delivery - paper (prior to April 6)
 

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Digital Payment Options for your Client's First and Subsequent Annual Payments for Individual and Critical Illness Insurance Business (May, 2020)
Extended Grace Period and other premium payment relief options (April 3, 2020)
Online resources and tools to keep you and your clients in the know (March 26, 2020)