Get Pivotal Select Tfsa Application Form 1383 - Equitable Life Of Canada

This guide provides detailed instructions for users to complete the Pivotal Select TFSA Application Form 1383 from Equitable Life of Canada online. By following these steps, individuals can ensure that their application is filled out accurately and efficiently.

Follow the steps to fill out the application accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by filling out the 'Plan Type' section by selecting either 'Pivotal Select Investment Class 75/75' or 'Pivotal Select Estate Class 75/100'.
3. In the 'Annuitant Information' section, provide necessary details including your name, address, contact information, date of birth, and Social Insurance Number. Make sure to check the box confirming that the annuitant is a Canadian citizen and at least 18 years old.
4. Next, complete the 'Successor Annuitant' section by providing the details of your chosen successor annuitant. Ensure that the relationship stated is legally recognized.
5. Fill out the 'Beneficiary Designation' section, including names, dates of birth if the beneficiary is a minor, and the share of benefits. If applicable, indicate if the designation of a spouse as a beneficiary is revocable.
6. For the 'Source of Funds' section, check all applicable options to explain how the funds for this application were acquired.
7. In the 'Purpose of the Policy' section, select the reason(s) for purchasing the TFSA, ensuring that it aligns with your financial goals.
8. In the 'Payment Information' section, indicate the method of payment and ensure that the initial deposit meets the required minimum amounts.
9. Complete the 'Pre-Authorized Debit' section by providing banking information if you choose to set up automatic withdrawals for policy premiums.
10. Select your desired 'Fund Selection' from the provided list and ensure the total allocation equals 100%. Fill out any applicable allocation percentages.
11. If applicable, specify details in the 'Dollar Cost Averaging' section regarding the frequency and amounts for transferring funds between accounts.
12. You can then add any 'Special Instructions' relevant to your application.
13. Finally, review the 'Agreement & Signatures' section, confirming all statements are accurate before signing as the annuitant, payor, and any required joint payor.
14. After completing all sections, ensure all data is accurate and then save changes, download, print, or share the document as needed.

Complete your Pivotal Select TFSA Application Form online today to take advantage of tax-free savings.