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1. [pdf] Online Plan Member Enrolment Quick Reference Guide
2. [pdf] Activate your group benefits account
3. Reinstatements
4. Exciting new product changes are coming your way! Equitable Life® has exciting product enhancements that will help you offer more choices for clients in 2022.
    
   Changes to our whole life and critical illness insurance products effective February 12, 2022, include:
   
   •   NEW! 10 pay premium option with Equimax Estate Builder®
   •   NEW! EquiLiving® plans and riders enhanced  
   
   EZcomplete and paper applications will be updated on February 12, 2022
   
   Transition rules are available.
   
   Watch for more information including the virtual product launch event.
    
5. [pdf] Preferred Retirement Solution using Equimax
6. 2024 Holiday hours
   The Holiday season brings thoughts of gratitude, and there is no better time to express our thanks and sincere appreciation for your dedication and commitment to Equitable.
    
   Thank you for your support this past year and for trusting Equitable with your Individual Insurance and Savings & Retirement business. Happy Holidays!
    
   Client Care Centre Holiday Hours
   Friday December 6, 2024 - CLOSED
   Tuesday December 24, 2024 - 8:30 a.m. – 11:00 a.m. ET
   Wednesday December 25, 2024 – CLOSED
   Thursday December 26, 2024 – CLOSED
   December 27, 30 and 31, 2024 - 8:30 a.m. – 7:30 p.m. ET
   Wednesday January 1, 2025 - CLOSED
   
   
   
   
   
   Savings & Retirement
   All transaction requests to be handled same business day must be submitted in good order by:
   ● December 24, 2024, 11:00 a.m. ET
   ● December 31, 2024, 11:00 a.m. ET
   
   FHSA applications to be considered for 2024 contribution year must be submitted in good order by:
   ● December 31, 2024, 11:59 p.m. ET
   
   FHSA online banking deposit deadline for 2024 contribution receipt:
   ● December 24, 2024, 4:00 p.m. ET Note: Transaction requests submitted after 11:00 a.m. ET will be processed effective next business day
   
   RRSP deposits to be considered for the 2024 tax year must be:
   ● Dated March 3, 2025, or before
   ● Must be submitted to Head Office in good order by March 7, 2025, by 4:00 p.m. ET
   
   RRSP applications to be considered for 2024 contribution year must be submitted in good order by:
   ● March 3, 2025, 11:59 p.m. ET
   
   RRSP B2B Loans:
   ● RRSP loan deposits must be received by March 14, 2025, by 4:00 p.m. ET
   Note: Transactions submitted after these dates will not receive a 2024 contribution receipt
   
   
   Individual Insurance
   Underwriting
   ● Underwriting must receive all evidence and outstanding Underwriting requirements by December 9th at the latest. Underwriting will then be able to decision these cases by December 16th. This will give the New Business team December 13th – December 31st to issue and settle policies.  
   
   New Business
   ● New Business will continue to process all issue and settle requirements every business day until the last working day of the year – December 31st. New Business needs to receive ALL final settle documents in Good Order within our posted service standards. We are currently operating at a 3 business day turn around time.
   
   Field Payroll
   ● Second Last Pay Period for 2024 – December 11, 2024 to December 17, 2024 (Transmission/Statement date December 18, 2024)
   ● Last Pay Period of 2024 – December 18, 2024 to December 31, 2024 (Transmission/Statement date January 2, 2025)
   ● First Pay of 2025 – January 1, 2025 to January 7, 2025 (Transmission/Statement date on January 8, 2025)  
   
   Daily Pay will run on business days.
   
   Please note that all requirements must be received in Head Office by the above dates to guarantee settlement for year end.
    
7. [pdf] Preferred Estate Transfer using Universal Life
8. [pdf] UL Transfers & Allocations How To
9. [pdf] Customizing Your Defaults
10. EZcomplete Non-Face-to-Face enhancement

    
    An EZ way to conduct your out-of-town business

    You asked for it, we built it: a solution for your non face-to-face business. EZcomplete^® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.

    How does it work?

    EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.

     Just another reason to do business with Equitable Life^® 

    EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life. 

    Login to EquiNet® and click on the EZcomplete icon on the menu bar

     

    ^® denotes a trademark of The Equitable Life Insurance Company of Canada.