Savings & Retirement - Updated Application Forms
There are some important updates to share with you. The applications listed below have been updated for content and formatting. The changes also include the removal of maximums for Quebec Life Income Funds.Equitable will accept the previous versions until March 31, 2025, but on April 1, 2025, only the new versions will be accepted.
Updated Form Names
Equitable has updated the names of the Special Quote Request forms for the DIA/GIA and Payout Annuity.
Simplified Conversion Process for Legacy Products
The simplified conversion process should make things easier for advisors. By using the RRSP to RRIF Conversion Form #1673, you can convert legacy products, like RRSP to RRIF and LIRA to LIF, without the need to complete an application.
If you have any questions, reach out to your Director, Investment Sales.
Posted January 27, 2025
| Form # | Application | New Version | Previous Version |
| 1383 | Pivotal Select TFSA Application | 2024/11/01 | 2023/05/29 |
| 1384 | Pivotal Select Registered/Non-Registered Application | 2025/01/01 | 2023/05/29 |
| 2086 | Pivotal Select FHSA Application | 2024/11/01 | 2023/08/01 |
| 796 | Daily/Guaranteed Interest Account TFSA Application | 2024/11/01 | 2024/07/01 |
| 799 | Daily/Guaranteed Interest Account Registered/Non-Registered Application | 2025/01/01 | 2024/07/01 |
| 2087 | Daily/Guaranteed Interest Account FHSA Application | 2024/11/01 | 2024/07/01 |
Updated Form Names
Equitable has updated the names of the Special Quote Request forms for the DIA/GIA and Payout Annuity.
| New Name | Previous Name | When to use |
| Custom Quote – DIA/GIA (Form # 686) |
GIA Special Quote Request form | Any deposit to the Daily Interest Account or Guaranteed Interest Account that is equal to or greater than $1 million. |
| Payout Annuity - Custom Quote (Form #687) |
Payout Annuity Special Quote Request form | Any non-standard annuity quote (i.e., exceeds maximum deposit or age, pension matching, etc.) |
Simplified Conversion Process for Legacy Products
The simplified conversion process should make things easier for advisors. By using the RRSP to RRIF Conversion Form #1673, you can convert legacy products, like RRSP to RRIF and LIRA to LIF, without the need to complete an application.
If you have any questions, reach out to your Director, Investment Sales.
Posted January 27, 2025