EquiNet Equitable Life's advisor site

Site Search

250 results for pad form

  1. Universal Life
  2. Policy Loan
  3. Choosing the right funds
  4. [pdf] New Forms to Comply with AML & CRS Changes
  5. Individual Wealth Marketing Materials
  6. Surrender charges
  7. Important update regarding all paramedical appointments Update regarding parameds for NEW and EXISTING cases:
    • In the absence of Parameds, the preferred method is to complete the medical questions in EZComplete
    • If you didn’t complete the new medical information, then complete the Health Information Form #1878
    • If you are unable to complete the 1878 Health Information Form, then you can order a Video EPara through Dynacare or through Equitable
     For more information view this article: Underwriting Updates Including Additional Changes to Non-Med Limits.

    -----------------------------------------------------------

    Equitable Life has made the decision to temporarily stop all face-to-face field service appointments effective immediately to ensure the protection of both our Clients and Examiners. All appointments will be cancelled by ExamOne. Dynacare has already cancelled their appointments.

    We are doing this to support social distancing as requested by the Federal and Provincial governments. We are actively working on a plan to provide viable options in the absence of face-to-face paramedical service appointments. This will be communicated shortly.

     
  8. Revised Witness Signature Process during COVID-19 for Individual Life and Critical Illness Insurance Revised Witness Signature Process during COVID-19 for Individual Life and Critical Insurance Business

    We are temporarily revising our policy around witness signatures during COVID-19. While the preference is to have a witness when one is available, we understand that may be difficult given our current environment.

    Please follow the options below for witness signature with the first option being most preferable, and the last option being the least preferable:

    1. Signature from a witness who is a disinterested party
    2. Signature from a witness who is a party with an interest
    3. No witness 

    If we receive a form that doesn’t have a witness signature, we will still process the form. Just a reminder this is only temporary during COVID-19.