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1. Investment loans
2. [pdf] Equitable GIF Registered Application
3. [pdf] Equitable GIF FHSA Application
4. [pdf] Field Payroll Direct Deposit Information Form
5. [pdf] Ownership Change Form - Individual Life
6. [pdf] Completing Form 1710 -Verification of Identity for Policy Owners
7. [pdf] Reallocation and Transfer of Funds Form -Universal Life
8. 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.
9. [pdf] Pivotal Select Application - TFSA
10. [pdf] Equitable GIF TFSA Application