Applications & Forms

Applications
Form Name Print Form
Franklin Templeton Investments Combined Application
Non-Registered Plan
Retirement Savings Plan (RSP)
Spousal RSP
Locked-in Retirement Account (LIRA)
Locked-in Retirement Savings Plan (LRSP)
Retirement Income Fund (RIF)
Spousal RIF
Life Income Fund (LIF)
Locked-in Retirement Income Fund (LRIF)
Restricted Locked-in Retirement Savings Plan (RLSP)
Restricted Life Income Fund (RLIF)
Registered Education Savings Plan (RESP) Application
Individual Plan
Family Plan
Tax Free Savings Account (TFSA) Application
Franklin Templeton Pre-authorized Chequing Agreement Form
TFSA Successor Holder and Beneficiary Designation Form
Series O & R Agreement
Service
Form Name Print Form
Automatic Rebalancing Service
Dollar Cost Averaging Program Instruction Form
Transfers & Payments
Form Name Print Form
Franklin Templeton Transfer Authorization for Registered Investments
Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on Breakdown of Marriage or Common-Law Partnership
Spousal Consent / Waiver for Transfers to a Life Income Fund
RESP Educational Assistance Payment Form
Québec Education Savings Incentive - Transfer Between Registered Education Savings Plans (RESP)
Return of Capital (ROC) Distribution Change Form
Registered Income Plan Payment Form
RESP Transfer Forms
Form A – General Information - Subscriber (SDE 0088)
Supporting Government Forms
Form Name Print Form
Basic and Additional Canada Education Savings Grant (CESG) and
Canada Learning Bond (CLB) Application (HRSDC SDE 0093) (06-13)
Annex A: Additional Beneficiaries (HRSDC SDE 0093-A)(06-13)
Annex B: Primary Caregiver and/ or Custodial Parent/ Legal Guardian (HRSDC SDE 0093-B)(06-13)
Application for Alberta Centennial Education Savings Plan Grant
SIN Application
Loan Programs Forms
Form Name Fill-in &
Print Form
B2B Bank Investment Loan Application
Moveable Hypothec [for Quebec only]
Loan Application for all TD Investment Loan Programs
RRSP View/Download Fill-in &
Print Form
B2B Bank RRSP Loan Application
B2B Bank RRSP Loan Letter of Direction