729 results for form to restart a pac on insurance

1. Revised Witness Signature Process during COVID-19 for Individual Life and Critical Illness Insurance Revised Witness Signature Process during COVID-19 for Individual Life and Critical Insurance Business
   
   We are temporarily revising our policy around witness signatures during COVID-19. While the preference is to have a witness when one is available, we understand that may be difficult given our current environment.
   
   Please follow the options below for witness signature with the first option being most preferable, and the last option being the least preferable:
   
   1. Signature from a witness who is a disinterested party
   2. Signature from a witness who is a party with an interest
   3. No witness 
   
   If we receive a form that doesn’t have a witness signature, we will still process the form. Just a reminder this is only temporary during COVID-19.
    
2. Reinstatements
3. Submit PADs in a fraction of the time? It’s true…

   
   Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!
   
   Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransact^TM instead:

   • Pick the client's name from your list of clients.

   • Choose the bank account from a list of pre-filled options.

   • Have the client e-sign the form.

   • Hit submit – form is sent to Equitable instantly.

   • Your MGA office receives a copy at the same time.

    
   No more scanning, saving, uploading, emailing, or faxing.
   
   
    
   Get to know EZtransact in time for RRSP season and fast-forward your sales process.
   
   
      
    

   ™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.

4. 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
    

5. 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
    

6. 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^®.

7. Understanding Life Insurance Replacements at Equitable All provinces require completion of a life insurance replacement declaration (LIRD) or equivalent form if intending to replace an existing insurance contract with a new one. The LIRD helps clients think carefully before terminating their existing policy. It contains important questions for them to consider. 
   
   When do you need to send a LIRD to Equitable^®?
   
   Refer to our: LIRD requirements by province     
   
   Equitable needs to receive the LIRD only in provinces where it is mandated. Please check the province-specific requirements (linked above). 
   
   If a client is replacing a life insurance contract with a new one with us, and the owner lives in one of the specified provinces, the LIRD must be sent to Equitable with the application. It should include a written explanation of the questions reviewed with the client and must be signed and dated. 
   
   Important reminder: While you will always complete a LIRD, do not submit the LIRD unless we require it. Doing so may delay the new business process.
   
   Note: The LIRD does not terminate the original policy; it indicates intent to do so.
   
   Questions? Please contact your local Equitable wholesaler if you need additional information.
   
   ^® or ^TM denotes a trademark of The Equitable Life Insurance Company of Canada.  
8. Universal Life
9. Product updates - See our latest!
   Good news!  The updates to Equitable’s individual insurance solutions, scheduled for October 5^th, 2024, as announced last week, are now in effect!    
   
   What’s new in this product update?
    
   1. A new premium rate band for Equimax^® policies with $5 Million and more of basic  life insurance coverage.
   2. A new illustration for switches from Paid-up Additions (PUA) to the Cash dividend option when premium offset is selected.
   3. A new way to calculate commission on Equimax life insurance, Term life insurance, and EquiLiving^® critical illness insurance plans when clients choose monthly payments.
   4. A new life Evidence of Insurability Schedule (Form #1343) 
   
   …and there’s more!
   
   
   
   
   
   Visit our new splash page for a complete summary of the product changes, our latest video, and links to our sales tools and important resources:
     
   *Video available in English with French and Chinese sub-titles
    
    
   
   Please refer to our Transition Rules for all the details on processing your applications.
   
   Need more information?  Please contact your Equitable wholesaler.
   
   
   
   
   
   ^® or ^TM denote trademarks of The Equitable Life Insurance Company of Canada.