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Savings & Retirement - Forms

To see a complete listing of forms, please enter your username and password to login to our secure EquiNet site.

Applications and Point-of-Sale Documents

Delivery options for point-of-sale materials

Electronic delivery:

If the client prefers to access their point-of-sale material(s) electronically, the advisor can direct the client to, where the client can access and save the required point-of-sale documents prior to signing the application.

Paper delivery:

An advisor can order printed copies of the point-of-sale documents through our supply department by completing the Savings & Retirement Supply Order Form . Paper copies of point-of sale documents are delivered to the client prior to signing the application.

Point-of-sale documents can be delivered electronically or in paper format (find additional details here).
To convert a legacy product from a Registered Retirement Savings Plan (RRSP/LIRA) to a Retirement Income Plan (RRIF/LIF), click here for the required forms.
Form No. Pivotal Select Segregated Funds Category
1384 Pivotal Select Application Registered/Non-Registered (fillable/savable) Application
1383 Pivotal Select Application TFSA (fillable/savable) Application
1403 Pivotal Select Contract and Information Folder Point-of-sale document
1366 Pivotal Select Fund Facts Point-of-sale document
Form No. Guaranteed Interest Account (GIA) Category
799 Guaranteed Interest Accounts Reg/Non Reg Application (fillable/savable) Application
796 Guaranteed Interest Accounts TFSA Application (fillable/savable) Application
1790 GIA Contract Point-of-sale document
797 GIA Amendment to RIF - July 1, 2016 Point-of-sale document
Form No. Payout Annuity Category
355 Payout Annuity Application (fillable / savable) Application

Administration 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
1027  Additional/Updated Customer Information (fillable / savable) Administration Forms
891  Agent of Record Change Request Administration Forms 
455  Annuity Settlement Option (fillable / savable) Administration Forms 
  B2B Investment Loan Application Loans 
  B2B RRSP Loan Application Loans 
  B2B TFSA Loan Application Loans 
671BCF  Beneficiary Change Request Form (fillable/savable) Administration Forms 
594  Business Information Form (fillable / savable) Administration Forms
1388  Change of Sales Charge Option (Pivotal Select) (fillable/savable) Pivotal Select 
1516  Claimant Statement - Savings and Retirement Claims 
1605  DSC Reimbursement Request Form (fillable / savable) Pivotal Select 
686  GDA Special Quote Form (fillable/savable) Guaranteed Interest Accounts 
693SEL  Investment Direction - Pivotal Select (fillable/savable) Pivotal Select 
693Ann  Investment Direction - Pivotal Solutions, PIP, GIA (fillable/savable) Administration Forms 
14  Limited Trading Authorization (fillable/savable) Administration Forms 
1512  MER and Guarantee Fees (Pivotal Select) Pivotal Select 
671NOC  Name and Ownership Change Form (fillable / savable) Administration Forms 
1508  Non-Resident Transactions Savings & Retirement 
671OC  Ownership Change Form (fillable / savable) Administration Forms 
687  Payout Annuity Quote Template (fillable/savable) Payout Annuity 
1170  Pivotal Solutions Fund Facts Savings & Retirement 
378  Pre-Authorized Debit Form (fillable / savable) Administration Forms
Life & Health Admin
Life and Health Policy Change 
47  Request for Direct Deposit Plan (fillable/savable) Administration Forms 
1673  RRSP to RRIF Conversion Form (fillable/savable) Pivotal Select 
375  Segregated Fund Codes Pivotal Select 
1391  Supply Order Form (fillable/savable) Administration Forms 
1660  Tax Slips - A Quick Reference Guide Savings & Retirement 
1582  TFSA Third Party Contribution (fillable/savable) TFSA 
31  Third Party Form (fillable / savable) Administration Forms
114  Transfer Authorization Form (fillable / savable) Administration Forms 
1319  Withdrawal Request Form (Pivotal Select) (fillable/savable) Pivotal Select  
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