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- Replacement Procedures- LIRD and Written Analysis
- Deletions and Decreases
- Deletions and Decreases
- Reinstatements
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Submit transfer forms automatically with EZcomplete!
Save time, effort and the hassles of transfer forms with EZcomplete®!
With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.*
1. Pick the name of the relinquishing institution
2. Choose the e-signature option
3. Save the transfer form for your records
Easy as 1-2-3!
Want to take EZcomplete for a test drive?
Play around in the sandbox with a demo client account.Ready to start with the real thing?
Submit your transfer form request today.
Take me to the sandbox Take me to EZcomplete
* Available for e-signatures only
® denotes a trademark of The Equitable Life Insurance Company of Canada.
December 6, 2022
-
Submit transfer forms automatically with EZcomplete!
Save time, effort and the hassles of transfer forms with EZcomplete®!
With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.*
1. Pick the name of the relinquishing institution
2. Choose the e-signature option
3. Save the transfer form for your records
Easy as 1-2-3!
Want to take EZcomplete for a test drive?
Play around in the sandbox with a demo client account.Ready to start with the real thing?
Submit your transfer form request today.
Take me to the sandbox Take me to EZcomplete
* Available for e-signatures only
® denotes a trademark of The Equitable Life Insurance Company of Canada.
December 6, 2022
- Conversions
- [pdf] Reallocation and Transfer of Funds Form -Universal Life (Guide)
- [pdf] Pivotal Select Contract and Information Folder
- Miscellaneous