Savings & Retirement Administration Forms
Point of Sale MaterialsSegregated Funds:
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Online Tools and Resources
- EZcomplete: Easily submit segregated fund applications using this online tool.
- EZtransact: Easily submit client requests using this online tool for segregated funds. Currently supports pre-authorized debit requests.
- Address Changes: Submit your client’s address changes in this online form.
- Conversion Resources: Forms to convert your client’s RRSP/LIRA to a RRIF/LIF.
Administration Forms
Form Number | Cover | Marketing Material Name | Available Languages | Product |
---|---|---|---|---|
1969 |
Claimant Statement for entities- Savings and Retirement (2021/05/11) File
Available in PDF only (fillable/savable) |
FR | ||
2096 | DUCA Credit Union Lending Arrangement File | FR | ||
0594 GUIDE | Guide to Completing Business Information Form File | FR | ||
0693INV |
Investment Direction Form - Savings & Retirement File
DYNAMIC FORM: This form generates the applicable sections based on the products and options selected on page one. To support this functionality, the form must be downloaded to your computer and opened with Adobe Acrobat. It is not compatible with mobile devices and other PDF viewers. |
FR | ||
2086 |
Pivotal Select FHSA Application File
(fillable/savable) |
FR | ||
2004 | Signing Authorities Certificate File | FR | ||
0031 GUIDE | Guide to Completing the Third Party Form File | FR | ||
1027 |
Additional/Updated Customer Information (2021/04/02) File
Available in PDF (fillable / savable) |
FR | ||
0891 |
Agent of Record Change Request (2020/06/30) File
Available in PDF only (fillable/savable) |
FR | ||
0455 | Annuity Settlement Option File | FR | ||
0671BCF |
Beneficiary Change Request Form File
Available in PDF only (fillable/savable) |
FR | ||
0594 |
Business Information Form File
Available in PDF only (fillable/savable) |
FR | ||
1388 |
Change of Sales Charge Option (Pivotal Select) (2020/12/07) File
(fillable/savable) |
FR | ||
1516 |
Claimant Statement - Savings and Retirement (2022/03/10) File
Available in PDF only (fillable/savable) |
FR | ||
1605 |
DSC & Transfer Fee Reimbursement Request Form File
Available in PDF only (fillable/savable) |
FR | ||
0686 |
GDA Special Quote Form (2015/05/12) File
Available in PDF only (fillable/savable) |
FR | ||
1790 |
Guaranteed Interest Account Contract (2021/07/06) File
GIA contract summary |
FR | ||
0375SEL |
Pivotal Select segregated fund codes and fees (2023/02/17) File
A reference document listing all of Equitable Life's segregated fund codes (past and present). (Available in PDF only) |
FR | ||
0799 |
Guaranteed Interest Accounts Reg/Non Reg Application File
(fillable/savable) |
FR | ||
0796 |
Guaranteed Interest Accounts, Tax-Free Savings Account Application File
(fillable/savable) |
FR | ||
0375ANN |
Equitable’s Legacy Products: Personal Investment Portfolio and Pivotal Solutions Segregated Fund Codes (2022/02/16) File
Personal Investment Portfolio and Pivotal Solutions segregated fund codes. (Available in PDF only) |
FR | ||
0014 |
Limited Trading Authorization File
Available in PDF only (fillable/savable) |
FR | ||
0671NC |
Name Change Form File
Available in PDF only (fillable/savable) |
FR | ||
1508 |
Non-Resident Transactions (2020/08/10) File
Equitable Life is not registered to sell savings and retirement products outside of Canada, however an existing Equitable Life client may choose to move to a different country. When a client becomes a non-resident some types of transactions may be restricted. (Available in PDF only) |
FR | ||
0671OC |
Ownership Change Form File
Available in PDF only (fillable/savable) |
FR | ||
1366 |
Pivotal Select Fund Facts (2023/05/29) File
Looking for more fund information, we’ve got you covered – not just at purchase, but in the years to come too. |
FR | ||
0355 |
Payout Annuity Application (2022/03/08) File
(fillable/savable) |
FR | ||
0687 |
Payout Annuity Quote Template (2014/03/06) File
Available in PDF only (fillable/savable) |
FR | ||
1403 |
Pivotal Select Contract and Information Folder File
A complete and detailed disclosure of all material facts relating to Equitable Life's Pivotal Select product. The Pivotal Select Fund Facts must accompany this item. |
FR | ||
1384 |
Pivotal Select Application Registered/Non-Registered File
(fillable/savable) |
FR | ||
1383 |
Pivotal Select TFSA Application File
(fillable/savable) |
FR | ||
0378 |
Pre-Authorized Debit Form File
Available in PDF only (fillable/savable) |
FR | ||
0047 |
Request for Direct Deposit Plan File
Available in PDF only (fillable/savable) |
FR | ||
1673 |
RRSP to RRIF Conversion Form (2020/08/10) File
Available in PDF only (fillable/savable) |
FR | ||
1582 |
TFSA Third Party Contribution File
Available in PDF only (fillable/savable) |
FR | ||
0031 | Third Party Form File | FR | ||
0114 |
Transfer Authorization Form File
Available in PDF only (fillable/savable) |
FR | ||
1820 |
Verification of Identification (Remote Signer) (2021/04/01) File
Available in PDF only (fillable/savable) |
FR | ||
1319 |
Withdrawal Request Form (Pivotal Select) File
Available in PDF only (fillable/savable) |
FR |