Advisor Resources | Affinity Financial

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General Documents

New Business Submission Procedure May 2022

Contact List

MGA & Providers Contact List.xlsx

CL Wealth Team Contact Card - Richard (MGA) 2022

Forms - Insurance

Canada Life

CL Individual insurance - Life, CI, DI

CL Life insurance Application - Term, PAR, UL

CL Life insurance Policy Change

CL Politically exposed person (PEP)

CL Reuest for pre-authorized debit plan

CPP

CPP Application for Critical Illness Insurance

CPP Application for Express Elite Term Insurance

CPP Application for Life Insurance

CPP Third Party Determination Questionnaire

Equitable Life

EQ Beneficiary Change Request Form

EQ Business Information Form

EQ consent and anthorization for release of medical information to advisor

EQ Ownership Change Form

EQ Online 350 Application for Life and.or Critical Illness Insurance

EQ pre-Authorized Debit Plan PAD

EQ Third party information

iA

IA Application F1A - Life and Critical Illness Insurance

IA F13-780A IAG Savings and retirement Plan Summary

IA F43A CancerGuard Application

IA F51-165A Dollar Cost Averaging

Manulife

ML Life, Disability and Critical Illness insurance application (login required)

ML Transfer of Ownership - Life insurance – Entity that can have a Cash Value (NN0687ECV) 2021-09-30

SL Application for converson and exercising on option

SL Application for life and.or critical illness insurance

Sunlife

SL Application for converson and exercising on option

SL Application for life and.or critical illness insurance

Forms - Investment

Canada Life

CL Application to transfer to a CL Non-Registered Seg Fund Policy

CL Application to transfer to a CL Registered Seg Fund Policy

CL Applications & Fund code lists

CL Nominee Application

CL Non-Registered policy Application Seg Funds

CL Registered policy Application Seg Funds

CL TFSA Application Seg Funds

Equitable Life

EQ GIA Application - Registered.Non-registered

EQ GIA Application - TFSA

EQ Pivotal Select Application - Registered.Non-registered

EQ Pivotal Select Application - TFSA

EQ Transfer Authorization for Registered and Non-Registered Investments

iA

IA F51-165A Dollar Cost Averaging

Manulife

ML Investment Management - Non-registered, RSP, LIRA, LRSP, RLSP Application 2022.10

ML Investment Management - TFSA Application 2022.10

ML Investment Management - Transfer Authotization for RRSP, TFSA, LIRA, LRSP, RLSP, RRIF, LRIF, LIF, PRID, RLIF 2022.10

ML Investment Management - Transfer of Non-Registered Investments 2022.10

Sunlife

Sun GIF Solutions & Sun Lifetime Advantage GIF - non-registered,registered,locked-in

Sun GIF Solutions & Sun Lifetime Advantage GIF - TFSA

Sun Life GIFs Fund Facts

Sun Life GIFs Order ticket

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