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1. Instructions
2. Critical Illness Path to Success Program Instructions
3. Exchanges
4. [pdf] myFlex - How it works, what to consider
5. [pdf] FeelingBetterNow
6. Things keep getting EZer with Equitable and EZtransact! Equitable® continues to make great strides with our digital self-serve tool, EZtransact^®. To keep this momentum, we’ve given EZtransact a fresh new look and feel, with additional transaction management changes and a new dashboard to enhance your online transaction experience! This refresh embraces our new brand, as we continue to focus on making it easier for you to do business with us.
   
   What’s new with this update?
   New dashboard for client search
   • The existing client search screen has been replaced with a new user-friendly dashboard.
   • Upon accessing EZtransact, all contracts associated with the user’s EquiNet ID will be displayed.
   • Users can refine the results and search by client name or contract number.
   Transaction management
   • Transactions submitted through EZtransact within the last 12 months are available, including their status.
   • Transactions that have received all signatures will now allow the user to download a copy of the signed request and any supporting documents uploaded by the user.
   • Transactions that are pending client signatures will allow the user to manage and track the e-signature process:
     • Signing packages can be resent to clients who have not completed their e-signature.
     • Clients can be unlocked through the dashboard if locked out due to too many invalid attempts.
   Signing process changes
   • Advisor and dealer/MGA stakeholders have been removed from signing information and review screens.
   • Users are no longer required to provide an email address for the dealer/MGA to submit a transaction.
   Get to know EZtransact and fast-forward your sales process. If you have any questions, please contact your Director, Investment Sales
   
   Date published: October 3, 2024
7. Supporting plan members affected by the British Columbia and Northwest Territories wildfires

   Wildfires across Canada are disrupting the lives of many Canadians. During this difficult time, Equitable Life is providing additional support to help affected clients and plan members.

   Prescription refills

   Plan members who have been evacuated and/or lost their medication due to the wildfires will be able to make early refills until September 17, 2023, through TELUS Health, our pharmacy benefit manager.

   Replacement of medical or dental equipment and appliances

   Plan members who need to replace eligible medical or dental equipment or appliances due to the wildfires should first call 1.800.265.4556 to confirm coverage.

   Disability or other benefit cheques

   Plan members receiving disability benefits or other benefit reimbursements via cheques can visit www.equitable.ca/go/digital for instructions on how to sign up for direct deposit. It just takes a few minutes. Plan members can also call us at 1.800.265.4556 if they need help, a replacement cheque or assistance arranging a different mailing address.

   Mental health support

   Unpredictable, large-scale natural disasters can cause people to experience intense reactions, putting a lot of pressure on their mental health. Having coping mechanisms to deal with the current crisis can be a huge help. Any Equitable Life plan member who needs mental health support can visit Homeweb.ca/equitable to access online resources or contact Homewood at 1.888.707.2115.  

   For plan sponsors who have purchased Homewood Health’s Employee and Family Assistance Program (EFAP), their plan members also have access to confidential counselling services. The EFAP provides plan members with 24/7 access to confidential counselling through a national network of mental health professionals. Whether it’s face-to-face, by phone, email, chat or video, plan members will receive the most appropriate, most timely support for the issue they’re dealing with. 
    

   Plan Administrator support

   We realize that the fires are having a profound impact on regular business operations in B.C. and N.W.T. If you have clients that are unable to carry out day-to-day plan administration, they can call us at 1.800.265.4556. They can also contact their Customer Relationship Specialist for support.
    
   This is a challenging time for advisors, plan sponsors and plan members. We will continue to monitor the situation and provide additional updates as appropriate. 

   Questions?

   If you need more information, contact your Group Account Executive or myFlex Sales Manager.

8. Policy Change and Conversions eDelivery - Quick Tips and Tricks