416 results for beneficiary change form

1. The new segregated fund EZcomplete cloning feature will save time and errors.

    

   The new cloning feature for Savings & Retirement EZcomplete^® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client. 

    

   Here's how easy it is to use.

   

   Best of all, you can clone in progress and submitted applications.
   
   This is just some of the information that will be automatically copied:

   • Name

   • Date of birth

   • Gender

   • Occupation

   • Address

   • Phone numbers

   • Email address

   • Social Insurance Number

   • All beneficiary information

   
   The new EZcomplete cloning feature will save advisors time and reduce errors.

    

             
   
                                                                     
    

    

   If you have any questions, contact your Regional Investment Sales Manager

   
   ® denotes a trademark of The Equitable Life Insurance Company of Canada.
   Posted April 6, 2023
2. About
3. [pdf] Corporately Owned Segregated Funds
4. [pdf] Daily/Guaranteed Interest Account Advisor Guide
5. [pdf] Equitable's Competitive Advantage
6. Contracting and Compensation
7. [pdf] Policy Owner Request for New Advisor
8. Policy Change eDelivery
9. Replacement Procedures- LIRD and Written Analysis
10. Reinstatements