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1. Online Annuity Quotation
2. Streamline your transactions with EZtransact

   Skip the forms and submit more transactions digitally with EZtransact^® to see how Equitable^® has continued to make it easier for you to do business with us.
   
   What’s new with these updates?

   
   One-time PAD functionality for Daily/Guaranteed Interest Account

   With the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.
    

   Key benefits of these enhancements include:
   •  enhanced rate guarantees to secure the best rates available for clients,
   •  daily updated interest rate guide informs you of the latest rates,
   •  interest rate guarantee valid for three business days, for direct deposits from clients.
   
   Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.
   
   
   Reduce RSP to RIF conversion time

   Reduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.
    
   Features include:
   •  RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
   •   RIF Calculator to easily calculate your conversions.
   
   Save time with our enhanced digital experience.
   
   
   Sort & Filter Enhancements
   We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:
   
   •  Filter “My Clients” By Product Type/ Registration Type
   •  Sort “My Clients” By Contract Number/ Client Name
   •  Filter “Transactions” By Transactions Status/ Transaction Type
   •  Sort “Transactions” By Date

   

   You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual.
   
   Get to know EZtransact and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.
   
   Date posted: April 3, 2025

3. [pdf] Pre-Authorized Debit Form - S&R
4. COVID-19 Group Benefits FAQ
5. Reminder: New 350 Life and CI Applications In early August, Equitable^® updated the privacy and legal sections on some forms. This included the 350 Paper Application for Life and/or Critical Illness Insurance. This change was also applied on our websites and our online application EZComplete^®. These changes are part of Bill 64. The Bill is about the protection of personal and private information in Quebec and took effect on September 1^st, 2023.
   
   Due to this change, we ask that all advisors use the latest version, dated May 2023, of the paper application.
   
   For applications in Quebec, the latest version must be used. 
   
   For all regions outside Quebec, we are supporting a transition period from ‘old’ to ‘new’ applications until December 31^st, 2023. After this date, we will no longer accept older versions of our Life and Critical Illness applications.
   
   
   
   
   
   
   
   
   To make sure you are using the latest version of the application, check the date on the title page. It should say May 2023. See the image below:
   
   
   
   To order paper copies, click here.
   
   To learn more about Bill 64, please visit Assemblee nationale du Quebec - Bill 64. You may also contact your wholesaler.
   
   ^® denote a registered trademark of The Equitable Life Insurance Company of Canada.
6. Deletions and Decreases
7. Whole Life
8. Deletions and Decreases
9. Changes not available on G2 policies