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1. [pdf] Choosing the right account type
2. EquiNet-FAQ-FINAL_fr
3. [pdf] Homewood Health Online
4. [pdf] When it is time to convert your RSP to a RIF
5. The right tools to seize the RSP Season

   
   Fast. Easy. Accurate. With the EZ Suite of services from Equitable Life^®, you won’t just get on top of the wave this RSP season, you’ll enjoy the ride.
   
   Learn more.

   
    
6. EquiNet Quick Tips

   Need some help navigating your way around EquiNet? We’ve put together the top 5 Quick Tips on the following topics, based on the most frequently mentioned questions from advisors:

   1. Policy Inquiry/New Business Pending Inquiry 
   2. Document Lookup 
   3. Policy Statements & Correspondence 
   4. Username & Email Address Support
   5. Need more help? Submit a request for support using the EquiNet Support Form.

    

   See more details and information about other site tips in this FAQ created to help you find your way around.

7. Additions and Increases
8. [pdf] Invest with Equitable
9. Getting a tax refund is exciting, but should it be?
   Do clients know that when a tax refund is issued, it means they are giving the government an interest-free loan? If a client receives a tax refund, it may mean the client’s employer is withholding too much tax.  Here’s how to change that.
   
   The client can complete and submit Canada Revenue Agency (CRA) form T1213 (Request to Reduce Tax Deductions at Source).
   
   The client will indicate which regular deductions and non-refundable tax credits to qualify for. These would include things like regular Registered Retirement Savings Plans contributions, childcare expenses, etc. When approved by the CRA, the client will see more money on every pay. A client might even want to make this request to reduce the tax withheld if a large bonus or vacation pay is anticipated.
   
   Encourage clients to use the additional cash flow to increase monthly contributions, support a Retirement Savings Plan or Tax-Free Savings Account or repay an investment loan. Increasing savings each year – even by a small amount – can have a substantial impact on retirement savings. For additional questions, contact your Regional Investment Sales Manager.
10. Important information regarding use of the form 350 Application for Life and/or Critical Illness Ins

    As of February 12, 2022 the new version of the form 350 (2022/02/12) was available on EquiNet® (Individual Insurance>Forms), and can be ordered from our Supply department using form 1390 Supply Order Form (Life and Health)
    
    To apply for the new 10 pay premium option on Equimax Estate Builder, or the new EquiLiving plans or riders, the new version of the form 350 (2022/02/12) Application for Life and/or Critical Illness Insurance must be used. The new version of the 350 will include the option to select the new features.
    
    We will not accept the 350 (2021/04/02) version of the application with a hand-written note indicating the new 10 pay premium option, or the new EquiLiving plans or riders.
    
    After March 31, 2022, we will no longer accept the 2021/04/02 or earlier version of the 350 application for any life or critical illness products.