Applications and point-of-sale documents are available in electronic or paper formats.

 

Electronic

If the client prefers to access point-of-sale material(s) electronically, the advisor can direct the client to www.equitable.ca/contracts. There, the client can access and save the required point-of-sale documents prior to signing the application.

Paper delivery

An advisor can order paper copies of the point-of-sale documents through our Supply department. Once the advisor completes the Savings and Retirement Supply Order Form, paper copies are delivered to the client prior to signing the application.
 

Other Administration Forms

  • Address Change Form
  • To convert a legacy product from a Retirement Savings Plan (RSP/LIRA) to a Retirement Income Plan (RIF/LIF), click here for the required 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
0693ANN Download cover image for file Investment Direction - Pivotal Solutions, PIP, GIA Investment Direction - Pivotal Solutions, PIP, GIA File
(fillable/savable)
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
0455 Download cover image for file Annuity Settlement Option Annuity Settlement Option File
(fillable / savable)
FR
0671BCF Download cover image for file Beneficiary Change Request Form Beneficiary Change Request Form File
(fillable/savable)
FR
0594 Download cover image for file Business Information Form Business Information Form File
(fillable / savable)
FR
1388 Download cover image for file Change of Sales Charge Option (Pivotal Select) Change of Sales Charge Option (Pivotal Select) File
(fillable/savable)
FR
1516 Download cover image for file Claimant Statement - Savings and Retirement Claimant Statement - Savings and Retirement File
FR
0375 Download cover image for file Segregated Fund Codes Segregated Fund Codes File
A reference document listing all of Equitable Life's segregated fund codes (past and present). (Available in PDF format only)
FR
1605 Download cover image for file DSC Reimbursement Request Form DSC Reimbursement Request Form File
(fillable / savable)
FR
0686 Download cover image for file GDA Special Quote Form GDA Special Quote Form File
(fillable/savable)
FR
1790 Download cover image for file GIA Contract GIA Contract File
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
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 TFSA Application Guaranteed Interest Accounts TFSA Application File
(fillable/savable)
FR
0693SEL Download cover image for file Investment Direction - Pivotal Select Investment Direction - Pivotal Select File
(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
0014 Download cover image for file Limited Trading Authorization Limited Trading Authorization File
(fillable/savable)
FR
1512 Download cover image for file Pivotal Select MER and Guarantee Fees Pivotal Select MER and Guarantee Fees File
A one page chart with all of the Pivotal Select funds and their respective Management Expense Ratios (MERs) and Guarantee Fees. (Available in PDF format only)
FR
0671NC Download cover image for file Name Change Form Name Change Form File
(fillable / savable)
FR
1508 Download cover image for file Non-Resident Transactions Non-Resident Transactions File
FR
0671OC Download cover image for file Ownership Change Form Ownership Change Form File
(fillable / savable)
FR
0355 Download cover image for file Payout Annuity Application Payout Annuity Application File
(fillable / savable)
FR
0687 Download cover image for file Payout Annuity Quote Template Payout Annuity Quote Template File
(fillable/savable)
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
(fillable / savable)
FR
0047 Download cover image for file Request for Direct Deposit Plan Request for Direct Deposit Plan File
(fillable/savable)
FR
1673 Download cover image for file RRSP to RRIF Conversion Form RRSP to RRIF Conversion Form File
(fillable/savable)
FR
1660 Download cover image for file Tax Slips - A Quick Reference Guide Tax Slips - A Quick Reference Guide File
FR
1582 Download cover image for file TFSA Third Party Contribution TFSA Third Party Contribution File
(fillable/savable)
FR
0031 Download cover image for file Third Party Form Third Party Form File
(fillable / savable)
FR
0114 Download cover image for file Transfer Authorization Form Transfer Authorization Form File
(fillable / savable)
FR
1319 Download cover image for file Withdrawal Request Form (Pivotal Select) Withdrawal Request Form (Pivotal Select) File
(fillable/savable)
FR