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1. About
2. Policy Change eDelivery Scenarios
3. Policy change begins eDelivery of contracts and documentation Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
    
   We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
    
   Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
    
   Looking for more information?
   Additional details regarding the process can be found here and in the FAQ.
   Please contact your Regional Sales Manager if you have any questions.
4. Savings & Retirement - Updated Application Forms There are some important updates to share with you. The applications listed below have been updated for content and formatting. The changes also include the removal of maximums for Quebec Life Income Funds.Equitable will accept the previous versions until March 31, 2025, but on April 1, 2025, only the new versions will be accepted.

   Form #	Application	New Version	Previous Version
   1383	Pivotal Select TFSA Application	2024/11/01	2023/05/29
   1384	Pivotal Select Registered/Non-Registered Application	2025/01/01	2023/05/29
   2086	Pivotal Select FHSA Application	2024/11/01	2023/08/01
   796	Daily/Guaranteed Interest Account TFSA Application	2024/11/01	2024/07/01
   799	Daily/Guaranteed Interest Account Registered/Non-Registered Application	2025/01/01	2024/07/01
   2087	Daily/Guaranteed Interest Account FHSA Application	2024/11/01	2024/07/01

   
   
   Updated Form Names
   
   Equitable has updated the names of the Special Quote Request forms for the DIA/GIA and Payout Annuity.

   New Name	Previous Name	When to use
   Custom Quote – DIA/GIA (Form # 686)	GIA Special Quote Request form	Any deposit to the Daily Interest Account or Guaranteed Interest Account that is equal to or greater than $1 million.
   Payout Annuity - Custom Quote (Form #687)	Payout Annuity Special Quote Request form	Any non-standard annuity quote (i.e., exceeds maximum deposit or age, pension matching, etc.)

   
   
   Simplified Conversion Process for Legacy Products
   
   The simplified conversion process should make things easier for advisors. By using the RRSP to RRIF Conversion Form #1673, you can convert legacy products, like RRSP to RRIF and LIRA to LIF, without the need to complete an application.
   
   If you have any questions, reach out to your Director, Investment Sales.
   
   Posted January 27, 2025
5. [pdf] The Approach to Suitable Sales - Reference
6. Policy Documentation Contract Replacement
7. [pdf] Investment Direction - Pivotal Select
8. [pdf] Pre-Authorized Debit Form - S&R
9. Policy Change and Conversions eDelivery - Quick Tips and Tricks