Sign In



Forgot Username / Password
EquiNet Support Form
Register Me Now
New to this website?

Register now to help support your clients, manage your business and learn more about the products, services and support from Equitable Life.
Print this Page

Insurance - Forms


* The forms can be sorted by clicking on any of the following column headings: Form No, Form Name or Category.
Form No. Form Name Category
31  Third Party Form (fillable / savable) (français) Administration Forms 
42  Request for Policy Documentation (français) Administration Forms 
378  Pre-Authorized Debit Form (fillable / savable) (français) Administration Forms 
455  Annuity Settlement Option (fillable / savable) (français) Administration Forms 
594  Business Information Form (fillable / savable) (français) Administration Forms 
671BCF  Beneficiary Change Request Form (fillable/savable) (français) Administration Forms 
671NOC  Name and Ownership Change Form (fillable / savable) (français) Administration Forms 
891  Agent of Record Change Request (français) Administration Forms 
1027  Additional/Updated Customer Information (fillable / savable) (français) Administration Forms 
1523  Policy Owner Confirmation Of Insurance Policy Delivery (français) Administration Forms 
1559  Advisor's Report (fillable/savable) (français) Administration Forms 
1703  Authorization to Release Evidence (français) Administration Forms 
1742  Appointment of Representative to Accept Delivery of Insurance Policy (français) Administration Forms 
16MR  Claimant's Statement (Disability Claim) (français) Claims 
570  Declaration as to Loss of Policy (Life Death Claims) (français) Claims 
682  Claimant's Statement Life Insurance (fillable/savable) (français) Claims 
683  Proof of Death - Physician's Statement (français) Claims 
  Temporary Life Insurance Agreement (TIA) (français) Critical Illness Insurance 
563  Attending Physician's Statement Disability Benefits (français) Disability Claims 
347  Critical Illness PreQualifying Questionnaire (français) General Content 
1024  Guide to Individual Underwriting (français) General Content 
1523  Policy Owner Confirmation Of Insurance Policy Delivery (français) General Content 
1527  Financial Underwriting Guidelines (français) General Content 
1530  Immigrant and temporary resident underwriting guidelines (français) (Chinese) General Content 
42  Request for Policy Documentation (français) Life & Health Admin 
370  Declaration of Insurability (Reinstatement) (français) Life & Health Admin 
378  Pre-Authorized Debit Form (fillable / savable) (français) Life & Health Admin 
558  Request for Withdrawal of Dividends, Change in Option, or Premium Offset (français) Life & Health Admin 
563  Attending Physician's Statement Disability Benefits (français) Life & Health Admin 
680  Policy Loan Agreement (français) Life & Health Admin 
681  Request for Termination (français) Life & Health Admin 
693UL  Reallocation of Funds - Universal Life (français) Life & Health Admin 
1559  Advisor's Report (fillable/savable) (français) Life & Health Admin 
1609  Termination for Internal Replacement (français) Life & Health Admin 
1616  Application for Term Conversion (français) Life & Health Admin 
1616GUIDE  Guide to Application For Term Conversion This document will guide you through the Application for Term Conversion Form #1616. Life & Health Admin 
1703  Authorization to Release Evidence (français) Life & Health Admin 
1741  Attending Physician's Living Benefits Statement (français) Life & Health Admin 
1742  Appointment of Representative to Accept Delivery of Insurance Policy (français) Life & Health Admin 
1752  Backcountry Snow Sports Questionnaire (français) Life & Health Admin 
46  Policy Loan OR Premium History Request Life and Health Policy Change 
370  Declaration of Insurability (Reinstatement) (français) Life and Health Policy Change 
374G2  Application for Change - G2 (français) Life and Health Policy Change 
374G3  Application for Change - G3 (français) Life and Health Policy Change 
378  Pre-Authorized Debit Form (fillable / savable) (français) Life and Health Policy Change 
681  Request for Termination (français) Life and Health Policy Change 
1318  Final Protection and Living Protection Application for Change Form (français) Life and Health Policy Change 
1343  Evidence of Insurability (français) Life and Health Policy Change 
1609  Termination for Internal Replacement (français) Life and Health Policy Change 
1616  Application for Term Conversion (français) Life and Health Policy Change 
1616GUIDE  Guide to Application For Term Conversion This document will guide you through the Application for Term Conversion Form #1616. Life and Health Policy Change 
1703  Authorization to Release Evidence (français) Life and Health Policy Change 
1390  Life & Health Supply Order Form (français) S:\mktgserv\1390 - supply order form\2018 Marketing Materials 
  Temporary Life Insurance Agreement (TIA) (français) Participating Whole Life 
1344  Simple Issue Application Authorization Form (fillable/savable) (français) This form must accompany all Living Protection and Final Protection applications. It is the only document that captures the signature(s) of the owners and/or life insured. It provides confirmation of their answers and full disclosure in the application, their understanding of the application, and their beneficiary declaration. Applications will not be processed without the signed Application Authorization Form. Simple Issue Critical Illness 
1318  Final Protection and Living Protection Application for Change Form (français) Simple Issue Whole Life 
1344  Simple Issue Application Authorization Form (fillable/savable) (français) This form must accompany all Living Protection and Final Protection applications. It is the only document that captures the signature(s) of the owners and/or life insured. It provides confirmation of their answers and full disclosure in the application, their understanding of the application, and their beneficiary declaration. Applications will not be processed without the signed Application Authorization Form. Simple Issue Whole Life 
  How much life insurance do I need Term 
  Temporary Life Insurance Agreement (TIA) (français) Term 
1345  Preferred Underwriting Classifications (français) This guide provides an overview of the Preferred Underwriting Classifications that determine the rates for Preferred Term insurance at Equitable Life.

(Available in PDF Format only.)
Term 
  Temporary Life Insurance Agreement (TIA) (français) Underwriting 
  Underwriting cover letter template (français) Underwriting 
31  Third Party Form (fillable / savable) (français) Underwriting 
36  Tentative Assessment (français) Underwriting 
341  Consent and Authorization for Release of Medical Information to Advisor (français) Underwriting 
347  Critical Illness PreQualifying Questionnaire (français) Underwriting 
370  Declaration of Insurability (Reinstatement) (français) Underwriting 
563  Attending Physician's Statement Disability Benefits (français) Underwriting 
594  Business Information Form (fillable / savable) (français) Underwriting 
1024  Guide to Individual Underwriting (français) Underwriting 
1027  Additional/Updated Customer Information (fillable / savable) (français) Underwriting 
1322  Aviation Questionnaire (français) Underwriting 
1323  Financial Questionnaire - Business (français) Underwriting 
1324  Financial Questionnaire - Personal (français) Underwriting 
1325  Drinking Habits Questionnaire (français) Underwriting 
1326  Drug Use Questionnaire (français) Underwriting 
1327  Foreign Travel and Residence Questionnaire (français) Underwriting 
1328  Motor Sports Questionnaire (français) Underwriting 
1329  Mountain Climbing Questionnaire (français) Underwriting 
1330  Nervous Disorder Questionnaire (français) Underwriting 
1331  Respiratory Questionnaire (français) Underwriting 
1332  Skin and Scuba Diving Questionnaire (français) Underwriting 
1333  Parachuting or Sky Diving Questionnaire (français) Underwriting 
1335  Ultra Light Planes and Hang Gliding Questionnaire (français) Underwriting 
1343  Evidence of Insurability (français) Underwriting 
1345  Preferred Underwriting Classifications (français) This guide provides an overview of the Preferred Underwriting Classifications that determine the rates for Preferred Term insurance at Equitable Life.

(Available in PDF Format only.)
Underwriting 
1527  Financial Underwriting Guidelines (français) Underwriting 
1530  Immigrant and temporary resident underwriting guidelines (français) (Chinese) Underwriting 
1609  Termination for Internal Replacement (français) Underwriting 
1703  Authorization to Release Evidence (français) Underwriting 
1741  Attending Physician's Living Benefits Statement (français) Underwriting 
1742  Appointment of Representative to Accept Delivery of Insurance Policy (français) Underwriting 
1752  Backcountry Snow Sports Questionnaire (français) Underwriting 
  Temporary Life Insurance Agreement (TIA) (français) Universal Life 
Get Adobe ReaderNOTE: You will need Adobe Acrobat Reader to view these documents