Forms | EquiNet Equitable Life's advisor site

Other Administration Forms

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	Marketing Material Name	Available Languages
1027	Additional/Updated Customer Information File	FR
1559	Advisor's Report File (fillable/savable)	FR
1742	Appointment of Representative to Accept Delivery of Insurance Policy File	FR
1741	Attending Physician's Living Benefits Statement File	FR
0563	Attending Physician's Statement Disability Benefits File	FR
1703	Authorization to Release Evidence File	FR
1322	Aviation Questionnaire File	FR
1752	Backcountry Snow Sports Questionnaire File	FR
1702	Build Chart Underwriting Guidelines File	FR
1795	Capacity Reserve Form File	FR
0016MR	Claimant's Statement (disability claim) File	FR
0341	Consent and Authorization for Release of Medical Information to Advisor File	FR
0347	Critical Illness PreQualifying Questionnaire File	FR
1325	Drinking Habits Questionnaire File	FR
1326	Drug Use Questionnaire File	FR
1343	Evidence of Insurability File	FR
1318	Final Protection and Living Protection Application for Change File	FR
1323	Financial Questionnaire - Business File	FR
1324	Financial Questionnaire - Personal File	FR
1527	Financial Underwriting Guidelines File	FR
1327	Foreign Travel and Residence Questionnaire File	FR
1616GUIDE	Guide to Application for Term Conversion File	FR
1024	Guide to Individual Underwriting File	FR
1530	Immigrant/Temporary Resident Underwriting Guidelines File	FR CH
0693ANN	Investment Direction - Pivotal Solutions, PIP, GIA File (fillable/savable)	FR
1027	Additional/Updated Customer Information File (fillable / savable)	FR
1791	Advanced Market Insurance Solutions File	FR
0000	Advisor Disclosure Letter File	FR
0891	Agent of Record Change Request File	FR
0455	Annuity Settlement Option File (fillable / savable)	FR
1616	Application for Term Conversion File (fillable / savable)	FR
0671BCF	Beneficiary Change Request Form File (fillable/savable)	FR
1782	Building a Stronger Investment Portfolio File	FR
1788	Business Fact Finding Sheet File	FR
0594	Business Information Form File (fillable / savable)	FR
1388	Change of Sales Charge Option (Pivotal Select) File (fillable/savable)	FR
1516	Claimant Statement - Savings and Retirement File	FR
0000	Client Engagement Letter File	FR
0000	Client File Reference File	FR
0000	Client Letter Advisor Disclosure Combo File	FR
0000	Collateral Loan Suitable Candidate Profile File	FR
0000	Corporate Borrowing Brochure File	FR
0000	Corporate Borrowing Checklist File	FR
0000	Corporate Borrowing Generic Flyer File	FR
0370	Declaration of Insurability for Application to Reinstate File	FR
1605	DSC Reimbursement Request Form File (fillable / savable)	FR
0374G2	G2 - Application for Change File (fillable / savable)	FR
0374G3	G3 - Application for Change File (fillable / savable)	FR
0686	GDA Special Quote Form File (fillable/savable)	FR
1790	GIA Contract File	FR
0799	Guaranteed Interest Accounts Reg/Non Reg Application File (fillable/savable)	FR
0796	Guaranteed Interest Accounts TFSA Application File (fillable/savable)	FR
0693SEL	Investment Direction - Pivotal Select File (fillable/savable)	FR
1799	Levelize the Tax Participating Whole Life File	FR
0014	Limited Trading Authorization File (fillable/savable)	FR
1328	Motor Sports Questionnaire File	FR
1329	Mountain Climbing Questionnaire File	FR
0671NOC	Name and Ownership Change Form File (fillable / savable)	FR
0671NC	Name Change Form File	FR
1330	Nervous Disorder Questionnaire File	FR
1508	Non-Resident Transactions File	FR
0000	Order Execution File	FR
0671OC	Ownership Change Form File (fillable / savable)	FR
1333	Parachuting or Sky Diving Questionnaire File	FR
0355	Payout Annuity Application File (fillable / savable)	FR
0687	Payout Annuity Quote Template File (fillable/savable)	FR
1384	Pivotal Select Application Registered/Non-Registered File (fillable/savable)	FR
1403	Pivotal Select Contract and Information Folder File	FR
1366	Pivotal Select Fund Facts File	FR
1383	Pivotal Select TFSA Application File (fillable/savable)	FR
1170	Pivotal Solutions Fund Facts File	FR
0680	Policy Loan Agreement File	FR
1523	Policy Owner Confirmation Of Insurance Policy Delivery File	FR
0378	Pre-Authorized Debit Form File (fillable / savable)	FR
1577	Preferred Estate Transfer - Preferred Retirement Solution File	FR
1345	Preferred Underwriting Classifications File	FR
0683	Proof of Death - Physician's Statement File	FR
0693UL	Reallocation of Funds - Universal Life File	FR
0000	Recommendations Fully Implemented File	FR
0000	Recommendations Partially Implemented File	FR
0047	Request for Direct Deposit Plan File (fillable/savable)	FR
0042	Request for Policy Documentation File	FR
0681	Request for Termination File (fillable / savable)	FR
0558	Request for Withdrawal of Dividends, Change in Option, Or Premium Offset File (fillable / savable)	FR
1331	Respiratory Questionnaire File	FR
1673	RRSP to RRIF Conversion Form File (fillable/savable)	FR
0000	Shareholder Borrowing Brochure File	FR
0FP1	Shareholder Borrowing Checklist File	FR
1332	Skin and Scuba Diving Questionnaire File	FR
1660	Tax Slips - A Quick Reference Guide File	FR
0000	Temporary Life Insurance Agreement (TIA) File	FR
0036	Tentative Assessment File	FR
1609	Termination for Internal Replacement File (fillable / savable)	FR
1582	TFSA Third Party Contribution File (fillable/savable)	FR
0000	The Approach to Suitable Sales - Reference File	FR
0031	Third Party Form File (fillable / savable)	FR
0000	Wealth Product With Fee Options File	FR