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1. [pdf] Ownership Change Form - S&R
2. Administration Reference Guide for Savings & Retirement
3. [pdf] Segregated Fund Annual Report - December 31, 2024
4. [pdf] Payout Annuity Application
5. [pdf] Segregated Fund Semi-annual Report - June 30, 2024
6. [pdf] Daily/Guaranteed Interest Account Application - Registered/Non-Registered
7. [pdf] Pivotal Select Application - Registered/Non-Registered