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1. Forms and Additional Information
2. Who do I contact for contracting questions?
3. What is the process for terminating an advisor contract?
4. Will Equitable Life sponsor an advisor?
5. What types of contracts does Equitable Life offer?
6. Easier than ever with Equitable and EZtransact Equitable^® keeps improving our digital self-serve tool, EZtransact^®. Our latest enhancements make it easier than ever to do business with us.
   
   What's new?
   Dollar cost averaging transaction
   • Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
   • When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
   • If a client has an active request, you can change the amount, frequency, date, and funds.
   • After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
   
   Other recent enhancements include:
   • Segregated fund withdrawals and fund transfers
   • New dashboard for client search, transaction management enhancements and signing process improvements
   See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.
   
   Date posted: December 11, 2024
7. Banking Changes
8. [pdf] Request for Termination
9. Pre-authorized Debit (PAD) Requirement Scenarios
10. New “Update Payment” feature for banking changes has launched! Great news! Equitable^® has launched a new self-serve "Update Payment" feature in Client Access and on EquiNet^®. This new online process enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.
    
    What’s new?
    
    A new "Update Payment" feature is now available on Client Access and on EquiNet under Policy Inquiry. It allows clients (and advisors) to easily submit requests for the following three transactions online:
    
    1.  STOP pre-authorized payments.
    
    2.  RESUME pre-authorized payments on overdue accounts.
    
    3.  CHANGE which bank we withdraw money from.
    
    
    
    
    The new "Update Payment" feature replaces the previous "Edit" button in Client Access. The old banking change options are still available in the client’s Profile section. They can be used to request a change to the payment withdrawal date, as that option is not yet available with the new Update Payment feature. 
    
    How it works!
    
    When a change is requested using the new Update Payment feature, our Operations team receives it online.  They will review and process the changes within three business days, as per Equitable’s current service standards. 
    
    The Update Payment feature in Client Access is a self-serve process. However, if a client prefers, their advisor or an Equitable Customer Service associate can assist them by submitting the request on their behalf. Clients will be asked to sign to approve any such requests that are submitted by someone other than the owner of the policy.
    
    *The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.
    
    We trust that these digital enhancements will help make the client and advisor experience even simpler and more efficient.
    
    Need more information? Please contact your Equitable wholesaler.
    
    ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.