Applications and Forms

Advisor Forms

Applications
Form Name Print Form
Combined Application Form
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)
PDF
TFSA Application Form PDF
RESP Application Form
Use this form to open one of the following types of Registered
Education Savings Plans:
Family Plan
Individual Plan
PDF
Franklin K2 Multi-Strategy Alternatives Fund Offering Memorandum PDF
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Franklin K2 Multi-Strategy Alternatives Fund Subscription Agreement PDF
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Franklin K2 Multi-Strategy Alternatives Fund Subscription Agreement: For Discretionary Managed Accounts Managed by a Portfolio Manager PDF
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Service
Form Name Print Form
Administered Fee Service (ADM) Acknowledgement Form (Advisor Form) PDF
(Sign in to view)
Automatic Rebalancing Service (ARS) PDF
Contact Information Change Form PDF
Dollar Cost Averaging Instruction/Enrollment Form PDF
General Transaction Form PDF
Franklin Templeton Pre-authorized Chequing Agreement Form PDF
Series O/OT Advisory Services Fee Acknowledgement Form PDF
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Simplicity Pricing Account Linking Form PDF
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Simplicity Pricing Registered Representative Acknowledgement of Portfolio Management Registration PDF
(Sign in to view)
Transfers & Payments
Form Name Print Form
Transfer Authorization for Registered Investments (TARI) PDF
Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on Breakdown of Marriage or Common-Law Partnership PDF
Spousal Consent / Waiver for Transfers to a Life Income Fund PDF
RESP Withdrawal Form PDF
Return of Capital (ROC) Distribution Change Form PDF
Registered Income Plan Payment Form PDF
Manitoba Form 5A PDF
British Columbia Form 3 PDF
Saskatchewan Form 1 PDF
Federal Form 2 PDF
RESP Transfer Forms
Registered Education Savings Plan (RESP) 
Transfer Form Part A - 
Subscriber request
PDF
Québec Education Savings Incentive - Transfer Between Registered Education Savings Plans (RESP) PDF
Supporting Government Forms
Form Name Print Form
Canada Education Savings Grant (CESG) and
Canada Learning Bond (CLB) Application (HRSDC SDE 0093)
PDF
Annex A: Additional Beneficiaries (HRSDC SDE 0093-A)(06-13) PDF
Annex B: Primary Caregiver or Their Spouse and/ or Custodial Parent/ Legal Guardian (HRSDC SDE 0093-B)(06-13) PDF
Annex C: Saskatchewan Advantage Grant for Education Savings (SAGES) (ESDC SDE 0093-C) PDF
Annex D: British Columbia Training and Education Savings Grant (BCTESG) (ESDC SDE 0093-D) PDF
Loan Programs Forms
Form Name Fill-in & Print Form
B2B Bank Investment Loan Application PDF
Moveable Hypothec [for Quebec only] PDF
B2B Bank TFSA Loan Application PDF
RRSP
Form Name Fill-in & Print Form
B2B Bank RRSP Loan Application PDF
B2B Bank RRSP Loan Letter of Direction PDF