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1. [pdf] EquiNet Quick Tips
2. [pdf] Segregated Fund Sales DSC Disclosure Form
3. [pdf] Transfer Authorization Form
4. [pdf] Withdrawal Request Form
5. [pdf] Custom Quote - DIA/GIA
6. [pdf] Ownership Change Form - S&R
7. [pdf] Beneficiary Change Form - S&R
8. [pdf] Investment Direction - Legacy products
9. Anti-money laundering legislation changes To comply with the Government of Canada’s anti-money laundering legislation and FATCA/CRS changes, Equitable Life® has made changes to the information that we collect on some of our applications and forms.
   
   Changes and updates to our online forms and applications include the following:
   
   ● The 350 Application for Life Insurance -  Advisors can order new paper applications from Equitable’s Supply Team by filling out the Supply Order form 1390 and emailing it to supply@equitable.ca. You will receive your copies as they become available.
   ◦ Paper applications submitted after May 15, 2021, with a version date before April 2, 2021 will be accepted with the caveat that additional information may be required from the advisor to comply with anti-money laundering legislation. 
   ◦ As of July 1, 2021 any application with a version date prior to April 2, 2021 will no longer be accepted by Equitable Life.
   
   ● Equitable’s EZcomplete® online application reflects the new changes effective May 15, 2021. Any in-flight applications in EZcomplete will automatically be updated to comply with anti-money laundering legislation. You may be required to complete additional fields before submitting the application for signatures.
   
   ● Various other forms will now require additional information. A complete list of all forms and applications affected by the anti-money laundering legislation can be found here. 
   
   Learn more about the Government of Canada’s anti-money laundering legislation and Financial Transactions and Reports Analysis Centre of Canada
10. Universal Life Product Fund Changes In September 2022, we will be changing the underlying securities being tracked for several universal life funds, listed below.*  These changes apply to our current Equation Generation IV universal life insurance product and to any legacy products that offer these same UL funds.
    
    If your client would like to transfer money currently invested in any of the above UL funds to a different UL fund and/or change the investment option for their future deposits, please submit a request well in advance of September 2022 using form 693UL.
    
    Please contact your Equitable Life^® Regional Sales Manager for more information. 
     

    UL Fund	Currently Tracked	Upcoming Change*
    European	DJ Euro STOXX 50 Total Return Index	STOXX Europe 600 Paris-Aligned Index (ESG)
    Canadian Bond	Sun Life MFS Canadian Bond	Equitable Life Active Canadian Bond Fund Internal Linked
    Global Fixed Income	Mackenzie Global Tactical Bond	Invesco Global Bond
    Canadian Value Stock	Mackenzie Cundill Canadian Security	Franklin Bissett Canadian Equity
    Large Cap Canadian Equity	Mackenzie Ivy Canadian	Dynamic Equity Income
    Global Balanced	Templeton Global Balanced	Mackenzie Ivy Global Balanced

    
    *Underlying security changes will occur in September 2022. Exact effective date has not yet been determined.