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- Policy Documentation Contract Replacement
- [pdf] The Approach to Suitable Sales - Reference
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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.
- About
- [pdf] Ownership Change Form
- [pdf] Life Quick Reference Guide
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Policy change begins eDelivery of contracts and documentation
Effective February 16, requested contract changes for inforce Life policies will be completed as per our usual process. However, the contracts and documentation will now be sent out electronically.
We are leveraging the same electronic delivery solution as the New Business process currently in place. An acknowledgement or e-signature will be required to electronically complete the requested change.
Advisors/MGA and Policy Owners will receive an e-mail notification when review, acceptance or eSignature are required.
Looking for more information?
Additional details regarding the process can be found here and in the FAQ.
Please contact your Regional Sales Manager if you have any questions. -
Submit transfer forms automatically with EZcomplete!
Save time, effort and the hassles of transfer forms with EZcomplete®!
With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.*
1. Pick the name of the relinquishing institution
2. Choose the e-signature option
3. Save the transfer form for your records
Easy as 1-2-3!
Want to take EZcomplete for a test drive?
Play around in the sandbox with a demo client account.Ready to start with the real thing?
Submit your transfer form request today.
Take me to the sandbox Take me to EZcomplete
* Available for e-signatures only
® denotes a trademark of The Equitable Life Insurance Company of Canada.
December 6, 2022
-
Submit transfer forms automatically with EZcomplete!
Save time, effort and the hassles of transfer forms with EZcomplete®!
With EZcomplete you can now automatically submit transfer forms to the relinquishing institution online quickly and easily.*
1. Pick the name of the relinquishing institution
2. Choose the e-signature option
3. Save the transfer form for your records
Easy as 1-2-3!
Want to take EZcomplete for a test drive?
Play around in the sandbox with a demo client account.Ready to start with the real thing?
Submit your transfer form request today.
Take me to the sandbox Take me to EZcomplete
* Available for e-signatures only
® denotes a trademark of The Equitable Life Insurance Company of Canada.
December 6, 2022
-
New Online Policy Loan Form
Advisors will now have access to a new digital policy loan form on EquiNet™.
On eligible policies, you can launch a customized policy loan form through the Values tab in Policy Inquiry. (login required)
This form is quick and intuitive. You tell us the loan amount, how your client wants to receive the funds, then confirm your client’s contact info and submit! Once your client signs, it is sent for review and processing within our current service standards.
This is the first form to be digitalized and we plan to continue this work with more forms later this year.
® and ™ denotes trademarks of The Equitable Life Insurance Company of Canada.