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- [pdf] Health Information Form
- [pdf] Capacity Reserve Form
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Changes to RRSP to RIF Conversion Form - Pivotal Select (Form #1673)
Equitable Life® has recently updated the RRSP to RIF Conversion Form (Form #1673).
Summary of Change - The changes made to the Spousal section include clarification about beneficiary information and spousal consent.
The paper version of the updated RRSP TO RIF CONVERSION FORM - PIVOTAL SELECT (Form #1673) is now available on the Forms page of EquiNet®.
- [pdf] Term Exchange Form
- [pdf] Beneficiary Change Request Form
- [pdf] Pre-Authorized Debit Form -IND
- [pdf] Ownership Change Form Guide-Individual Owner Changes
- [pdf] Supply Order Form (Life and Health)
- [pdf] Third Party Form
- [pdf] Reallocation and Transfer of Funds Form -Universal Life