Savings & Retirement - Forms
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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 www.equitable.ca/contracts, 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.
Close| Point-of-sale documents can be delivered electronically or in paper format (find additional details here). | ||
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| 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 |
| 798 | Guaranteed Interest Accounts Contract | Point-of-sale document |
| 797 | Guaranteed Interest Accounts RIF / LIF Contract | Point-of-sale document |
| Form No. | Payout Annuity | Category |
| 355 | Payout Annuity Application (fillable / savable) | Application |
Administration Forms
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