Site Search

729 results for form to restart a pac on insurance

1. [pdf] Health Information Form
2. Updates to Savings & Retirement forms and applications
   To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
    
   • Form #375SEL – Pivotal Select segregated fund codes
   • Form #1383 – Pivotal Select TFSA Application
   • Form #1384 –Pivotal Select Application Registered/Non-Registered
   • Form #1403 – Pivotal Select Contract and Information Folder
    
   New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
    
   Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
    
   If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
    
   ® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
3. Universal Life
4. Conversions
5. Preferred life insurance solutions – individuals
6. Individual Insurance Marketing Materials
7. [pdf] Dollar Cost Averaging
8. [pdf] Capacity Reserve Form
9. Enhancements to ID Verification and Business Forms

   We have made enhancements to some of our forms and created an additional form to help make it easier for you to do business with Equitable Life®.
    
   The first enhancement is an update to the ID Verification section to allow for Third Party ID Verification when a client doesn’t want to provide ID documents to an Advisor. They are now given additional options to either use the Alternative Identification requirements, or consent to Equitable Life verifying their identity through a third party service provider. We’ve also clarified in the Advisor declaration that they can’t sign for their own policies as they aren’t able to validate their own ID.
   
   The above changes have been made to the following forms:

   • 671OC – Ownership Change Form
   • 1027 – Additional/Updated Customer Information
   • 1616 – Application for Term Conversion
    
   The second enhancement is an update to Business forms. We’ve created a new form, 2004 Signing Authorities Certificate, to help Businesses provide the Signing Authority information needed more easily!  Forms 594 and 682ENT have been updated to point to the new Form 2004 and also have new “Ownership structure” requirements added in section 2.
   
   View the below forms for details on these changes:
   • 2004 – Signing Authorities Certificate (NEW)
   • 594 – Business Information Form
   • 682ENT – Claimants’ Statement for Entities
   
   ® denotes a registered trademark of The Equitable Life Insurance Company of Canada.