Applications and Forms

Investor Forms

Application Forms
Form Name Print Form
Combined Application Form
Use this form to open one of the following:
Non-Registered Account
Retirement Savings Account (including Locked-In Plans)
Retirement Income Account (including Locked-In Plans)
PDF
TFSA Application Form
Use this form to open a Tax Free Savings Account
PDF
RESP Application Form
Use this form to open one of the following types of Registered Education Savings Plans:
Family Plan
Individual Plan
PDF
Investor Services
Form Name Print Form
Pre-authorized Chequing Agreement PDF
General Transaction Form PDF
Dollar Cost Averaging Form PDF
Administered Fee Service (ADM) Acknowledgement Form PDF
Return of Capital (ROC) Distribution Change Form PDF
Contact Information Change Form PDF
Simplicity Pricing
Form Name Print Form
Series O/OT Advisory Services Fee Acknowledgement Form
(Advisor Form)
PDF
Simplicity Pricing Account Linking Form
(Advisor Form)
PDF
Transfer Forms
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
Registered Education Savings Plan (RESP) Transfer Form
Form A – General Information – Subscriber
PDF
Québec Education Savings Incentive - Transfer Between Registered Education Savings Plans (RESPs) PDF
Spousal Consent / Waiver for Transfers to a Life Income Fund (LIF) PDF
British Columbia Form (For LIF Accounts) PDF
Manitoba Form (For LIF Accounts) PDF
Saskatchewan Form (For LIF Accounts) PDF
Federal Form 2 PDF
RESP Administration (Apply for Grants, Request a Withdrawal, Add a Beneficiary)
Form Name Fill-in & Print Form
Basic and Additional Canada Education Savings Grant (CESG)
and Canada Learning Bond (CLB) Application
PDF
Annex A: Additional Beneficiaries
Use this form to apply for grant on behalf of multiple beneficiaries
PDF
Annex B: Primary Caregiver and/ or Custodial Parent/ Legal Guardian PDF
Annex C: Saskatchewan Advantage Grant for Education Savings (SAGES) PDF
Annex D: British Columbia Training and Education Savings Grant (BCTESG) PDF
RESP Withdrawal Form PDF
Income Plan Administration
Form Name Print Form
Registered Income Plan Payment Form PDF
Investment Loan Programs
Form Name Fill-in & Print Form
B2B Bank Investment Loan Application PDF
Moveable Hypothec [for Quebec only] PDF
B2B Bank RRSP Loan Application PDF
B2B Bank RRSP Loan Letter of Direction PDF

Applications & Forms