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 Cover Marketing Material Name Available Languages
1027 Download cover image for file Additional/Updated Customer Information Additional/Updated Customer Information File
FR
1559 Download cover image for file Advisor's Report Advisor's Report File
(fillable/savable)
FR
1742 Download cover image for file Appointment of Representative to Accept Delivery of Insurance Policy Appointment of Representative to Accept Delivery of Insurance Policy File
FR
1741 Download cover image for file Attending Physician's Living Benefits Statement Attending Physician's Living Benefits Statement File
FR
0563 Download cover image for file Attending Physician's Statement Disability Benefits Attending Physician's Statement Disability Benefits File
FR
1703 Download cover image for file Authorization to Release Evidence Authorization to Release Evidence File
FR
1322 Download cover image for file Aviation Questionnaire Aviation Questionnaire File
FR
1752 Download cover image for file Backcountry Snow Sports Questionnaire Backcountry Snow Sports Questionnaire File
FR
1795 Download cover image for file Capacity Reserve Form Capacity Reserve Form File
FR
0682 Download cover image for file Claimant's Statement - Life Claimant's Statement - Life File
FR
0016MR Download cover image for file Claimant's Statement (disability claim) Claimant's Statement (disability claim) File
FR
0341 Download cover image for file Consent and Authorization for Release of Medical Information to Advisor Consent and Authorization for Release of Medical Information to Advisor File
FR
0347 Download cover image for file Critical Illness PreQualifying Questionnaire Critical Illness PreQualifying Questionnaire File
FR
1325 Download cover image for file Drinking Habits Questionnaire Drinking Habits Questionnaire File
FR
1326 Download cover image for file Drug Use Questionnaire Drug Use Questionnaire File
FR
1343 Download cover image for file Evidence of Insurability Evidence of Insurability File
FR
1318 Download cover image for file Final Protection and Living Protection Application for Change Final Protection and Living Protection Application for Change File
FR
1323 Download cover image for file Financial Questionnaire - Business Financial Questionnaire - Business File
FR
1324 Download cover image for file Financial Questionnaire - Personal Financial Questionnaire - Personal File
FR
1527 Download cover image for file Financial Underwriting Guidelines Financial Underwriting Guidelines File
FR
1327 Download cover image for file Foreign Travel and Residence Questionnaire Foreign Travel and Residence Questionnaire File
FR
1616GUIDE Download cover image for file Guide to Application for Term Conversion Guide to Application for Term Conversion File
FR
1390 Download cover image for file Life and Health Marketing Supply Request Form Life and Health Marketing Supply Request Form File
FR
1530 Download cover image for file Temporary Resident Underwriting Guidelines Temporary Resident Underwriting Guidelines File
FR
1027 Download cover image for file Additional/Updated Customer Information Additional/Updated Customer Information File
(fillable / savable)
FR
0891 Download cover image for file Agent of Record Change Request Agent of Record Change Request File
FR
1616 Download cover image for file Application for Term Conversion Application for Term Conversion File
(fillable / savable)
FR
0671BCF Download cover image for file Beneficiary Change Request Form Beneficiary Change Request Form File
(fillable/savable)
FR
1788 Download cover image for file Business Fact Finding Sheet Business Fact Finding Sheet File
FR
0594 Download cover image for file Business Information Form Business Information Form File
(fillable / savable)
FR
0370 Download cover image for file Declaration of Insurability for Application to Reinstate Declaration of Insurability for Application to Reinstate File
FR
0374G2 Download cover image for file G2 - Application for Change G2 - Application for Change File
(fillable / savable)
FR
0374G3 Download cover image for file G3 - Application for Change G3 - Application for Change File
(fillable / savable)
FR
1328 Download cover image for file Motor Sports Questionnaire Motor Sports Questionnaire File
FR
1329 Download cover image for file Mountain Climbing Questionnaire Mountain Climbing Questionnaire File
FR
0671NOC Download cover image for file Name and Ownership Change Form Name and Ownership Change Form File
(fillable / savable)
FR
0671NC Download cover image for file Name Change Form Name Change Form File
FR
1330 Download cover image for file Nervous Disorder Questionnaire Nervous Disorder Questionnaire File
FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
(fillable / savable)
FR
1333 Download cover image for file Parachuting or Sky Diving Questionnaire Parachuting or Sky Diving Questionnaire File
FR
1686-2 Download cover image for file Preferred Retirement Solution Using Universal Life Preferred Retirement Solution Using Universal Life File
Preferred Retirement Solution using universal life - 1686-2 - Equitable Life of Canada - When it comes to retirement … we all want to dream big! If your client’s retirement savings alone aren’t enough to make their retirement dreams a reality, or they want a safety net in case they outlive their retirement savings, the Preferred Retirement Solution can help. They can use it as collateral for a tax-free bank loan to supplement their retirement income.
FR
0680 Download cover image for file Policy Loan Agreement Policy Loan Agreement File
FR
1523 Download cover image for file Policy Owner Confirmation Of Insurance Policy Delivery Policy Owner Confirmation Of Insurance Policy Delivery File
FR
0378 Download cover image for file Pre-Authorized Debit Form Pre-Authorized Debit Form File
(fillable / savable)
FR
0683 Download cover image for file Proof of Death - Physician's Statement Proof of Death - Physician's Statement File
FR
0693UL Download cover image for file Reallocation of Funds - Universal Life Reallocation of Funds - Universal Life File
FR
0047 Download cover image for file Request for Direct Deposit Plan Request for Direct Deposit Plan File
(fillable/savable)
FR
0042 Download cover image for file Request for Policy Documentation Request for Policy Documentation File
FR
1815 Download cover image for file Corporate Preferred Retirement Solution (corporate borrowing) Checklist Corporate Preferred Retirement Solution (corporate borrowing) Checklist File
Review this checklist with your clients to ensure they understand the Corporate Preferred Retirement Solution (corporate borrowing) and how it can impact them and their business.
FR
0681 Download cover image for file Request for Termination Request for Termination File
(fillable / savable)
FR
0558 Download cover image for file Request for Withdrawal of Dividends, Change in Option, Or Premium Offset Request for Withdrawal of Dividends, Change in Option, Or Premium Offset File
(fillable / savable)
FR
1331 Download cover image for file Respiratory Questionnaire Respiratory Questionnaire File
FR
1556 Download cover image for file Shareholder Borrowing Checklist Shareholder Borrowing Checklist File
FR
1332 Download cover image for file Skin and Scuba Diving Questionnaire Skin and Scuba Diving Questionnaire File
FR
0036 Download cover image for file Tentative Assessment Tentative Assessment File
FR
1609 Download cover image for file Termination for Internal Replacement Termination for Internal Replacement File
(fillable / savable)
FR
0031 Download cover image for file Third Party Form Third Party Form File
(fillable / savable)
FR