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1. Sales Strategies
2. [pdf] Investment Direction - Legacy
3. [pdf] Pivotal Select Application - Registered/Non-Registered
4. [pdf] Daily/Guaranteed Interest Account Application - Registered/Non-Registered
5. Savings & Retirement - Updated Application Forms There are some important updates to share with you. The applications listed below have been updated for content and formatting. The changes also include the removal of maximums for Quebec Life Income Funds.Equitable will accept the previous versions until March 31, 2025, but on April 1, 2025, only the new versions will be accepted.

   Form #	Application	New Version	Previous Version
   1383	Pivotal Select TFSA Application	2024/11/01	2023/05/29
   1384	Pivotal Select Registered/Non-Registered Application	2025/01/01	2023/05/29
   2086	Pivotal Select FHSA Application	2024/11/01	2023/08/01
   796	Daily/Guaranteed Interest Account TFSA Application	2024/11/01	2024/07/01
   799	Daily/Guaranteed Interest Account Registered/Non-Registered Application	2025/01/01	2024/07/01
   2087	Daily/Guaranteed Interest Account FHSA Application	2024/11/01	2024/07/01

   
   
   Updated Form Names
   
   Equitable has updated the names of the Special Quote Request forms for the DIA/GIA and Payout Annuity.

   New Name	Previous Name	When to use
   Custom Quote – DIA/GIA (Form # 686)	GIA Special Quote Request form	Any deposit to the Daily Interest Account or Guaranteed Interest Account that is equal to or greater than $1 million.
   Payout Annuity - Custom Quote (Form #687)	Payout Annuity Special Quote Request form	Any non-standard annuity quote (i.e., exceeds maximum deposit or age, pension matching, etc.)

   
   
   Simplified Conversion Process for Legacy Products
   
   The simplified conversion process should make things easier for advisors. By using the RRSP to RRIF Conversion Form #1673, you can convert legacy products, like RRSP to RRIF and LIRA to LIF, without the need to complete an application.
   
   If you have any questions, reach out to your Director, Investment Sales.
   
   Posted January 27, 2025
6. Policy Documentation Contract Replacement
7. Updates to Savings & Retirement forms and applications
   To align with the launch of Pivotal Select’s 12 new segregated funds, Equitable Life has updated the following administrative documents for Savings & Retirement.
    
   • Form #375SEL – Pivotal Select segregated fund codes
   • Form #1383 – Pivotal Select TFSA Application
   • Form #1384 –Pivotal Select Application Registered/Non-Registered
   • Form #1403 – Pivotal Select Contract and Information Folder
    
   New online documents and applications are available to download from EquiNet®. Paper applications are also available to order from Equitable’s Supply Team here.
    
   Want to be sure you always have the most up-to-date application? Try our EZcomplete® online application platform. EZcomplete makes it easy to process your non face-to-face applications and allows clients to provide their signature remotely on their own device.
    
   If you have any questions, contact your Regional Investment Sales Manager or Advisors Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
    
   ® and ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
    
8. Forms