Point of Sale Materials

Segregated Funds: Guaranteed Interest Account: Payout Annuity:


Supply Order Form: Use this form to order paper copies of the point-of-sale materials.

Online Tools and Resources

  • EZcomplete: Easily submit segregated fund applications using this online tool.
  • EZtransact: Easily submit client requests using this online tool for segregated funds. Currently supports pre-authorized debit requests.
  • Address Changes: Submit your client’s address changes in this online form.
  • Conversion Resources: Forms to convert your client’s RRSP/LIRA to a RRIF/LIF.


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 Product
1969 Download cover image for file Claimant Statement for entities- Savings and Retirement (2021/05/11) Claimant Statement for entities- Savings and Retirement (2021/05/11) File
Available in PDF only (fillable/savable)
FR
2096 Download cover image for file DUCA Credit Union Lending Arrangement DUCA Credit Union Lending Arrangement File FR
0594 GUIDE Download cover image for file Guide to Completing Business Information Form Guide to Completing Business Information Form File FR
0693INV Download cover image for file Investment Direction Form - Savings & Retirement Investment Direction Form - Savings & Retirement File
DYNAMIC FORM: This form generates the applicable sections based on the products and options selected on page one. To support this functionality, the form must be downloaded to your computer and opened with Adobe Acrobat. It is not compatible with mobile devices and other PDF viewers.
FR
2086 Download cover image for file Pivotal Select FHSA Application Pivotal Select FHSA Application File
(fillable/savable)
FR
2004 Download cover image for file Signing Authorities Certificate Signing Authorities Certificate 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 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
1388 Download cover image for file Change of Sales Charge Option (Pivotal Select) (2020/12/07) Change of Sales Charge Option (Pivotal Select) (2020/12/07) File
(fillable/savable)
FR
1516 Download cover image for file Claimant Statement - Savings and Retirement (2022/03/10) Claimant Statement - Savings and Retirement (2022/03/10) File
Available in PDF only (fillable/savable)
FR
1605 Download cover image for file DSC & Transfer Fee Reimbursement Request Form DSC & Transfer Fee Reimbursement Request Form File
Available in PDF only (fillable/savable)
FR
0686 Download cover image for file GDA Special Quote Form (2015/05/12) GDA Special Quote Form (2015/05/12) File
Available in PDF only (fillable/savable)
FR
0375SEL Download cover image for file Pivotal Select segregated fund codes and fees (2023/02/17) Pivotal Select segregated fund codes and fees (2023/02/17) File
A reference document listing all of Equitable Life's segregated fund codes (past and present). (Available in PDF only)
FR
1790 Download cover image for file Guaranteed Interest Account Contract (2021/07/06) Guaranteed Interest Account Contract (2021/07/06) File
GIA contract summary
FR
0799 Download cover image for file Guaranteed Interest Accounts Reg/Non Reg Application Guaranteed Interest Accounts Reg/Non Reg Application File
(fillable/savable)
FR
0796 Download cover image for file Guaranteed Interest Accounts,  Tax-Free Savings Account Application Guaranteed Interest Accounts, Tax-Free Savings Account Application File
(fillable/savable)
FR
0375ANN Download cover image for file Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions Segregated Fund Codes (2022/02/16) Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions Segregated Fund Codes (2022/02/16) File
Personal Investment Portfolio and Pivotal Solutions segregated fund codes. (Available in PDF only)
FR
0014 Download cover image for file Limited Trading Authorization Limited Trading Authorization 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
1508 Download cover image for file Non-Resident Transactions (2020/08/10) Non-Resident Transactions (2020/08/10) File
Equitable Life is not registered to sell savings and retirement products outside of Canada, however an existing Equitable Life client may choose to move to a different country. When a client becomes a non-resident some types of transactions may be restricted. (Available in PDF only)
FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
Available in PDF only (fillable/savable)
FR
1366 Download cover image for file Pivotal Select Fund Facts Pivotal Select Fund Facts File
Looking for more fund information, we’ve got you covered – not just at purchase, but in the years to come too.
FR
0355 Download cover image for file Payout Annuity Application (2022/03/08) Payout Annuity Application (2022/03/08) File
(fillable/savable)
FR
0687 Download cover image for file Payout Annuity Quote Template (2014/03/06) Payout Annuity Quote Template (2014/03/06) File
Available in PDF only (fillable/savable)
FR
1403 Download cover image for file Pivotal Select Contract and Information Folder Pivotal Select Contract and Information Folder File
A complete and detailed disclosure of all material facts relating to Equitable Life's Pivotal Select product. The Pivotal Select Fund Facts must accompany this item.
FR
1384 Download cover image for file Pivotal Select Application Registered/Non-Registered Pivotal Select Application Registered/Non-Registered File
(fillable/savable)
FR
1383 Download cover image for file Pivotal Select TFSA Application Pivotal Select TFSA Application File
(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
0047 Download cover image for file Request for Direct Deposit Plan Request for Direct Deposit Plan File
Available in PDF only (fillable/savable)
FR
1673 Download cover image for file RRSP to RRIF Conversion Form (2020/08/10) RRSP to RRIF Conversion Form (2020/08/10) File
Available in PDF only (fillable/savable)
FR
1582 Download cover image for file TFSA Third Party Contribution TFSA Third Party Contribution File
Available in PDF only (fillable/savable)
FR
0031 Download cover image for file Third Party Form Third Party Form File FR
0114 Download cover image for file Transfer Authorization Form Transfer Authorization Form File
Available in PDF only (fillable/savable)
FR
1820 Download cover image for file Verification of Identification (Remote Signer) (2021/04/01) Verification of Identification (Remote Signer) (2021/04/01) File
Available in PDF only (fillable/savable)
FR
1319 Download cover image for file Withdrawal Request Form (Pivotal Select) Withdrawal Request Form (Pivotal Select) File
Available in PDF only (fillable/savable)
FR