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Applications and Forms

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)
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Registered Education Savings Plan (RESP) Application
Individual Plan
Family Plan
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Tax Free Savings Account (TFSA) Application PDF Icon
Franklin Templeton Pre-authorized Chequing Agreement Form PDF Icon
Simplicity Pricing Account Linking Form PDF Icon
Form Name Print Form
Contact Information Change Form PDF Icon
Dollar Cost Averaging Instruction/Enrollment Form PDF Icon
Series O/OT Advisory Services Fee Acknowledgement Form PDF Icon
General Transaction Form PDF Icon
Transfers & Payments
Form Name Print Form
Transfer Authorization for Registered Investments (TARI) PDF Icon
Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on Breakdown of Marriage or Common-Law Partnership PDF Icon
Spousal Consent / Waiver for Transfers to a Life Income Fund PDF Icon
RESP Withdrawal Form PDF Icon
Return of Capital (ROC) Distribution Change Form PDF Icon
Registered Income Plan Payment Form PDF Icon
Manitoba Form 5A PDF Icon
British Columbia Form 3 PDF Icon
Saskatchewan Form 1 PDF Icon
Federal Form 2 PDF Icon
RESP Transfer Forms
Form A – General Information - Subscriber (SDE 0088) PDF Icon
Québec Education Savings Incentive - Transfer Between Registered Education Savings Plans (RESP) PDF Icon
Supporting Government Forms
Form Name Print Form
Basic and Additional Canada Education Savings Grant (CESG)
and Canada Learning Bond (CLB) Application (ESDC SDE 0093)
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Annex A: Additional Beneficiaries (ESDC SDE 0093-A) PDF Icon
Annex B: Primary Caregiver and/ or Custodial Parent/ Legal Guardian (ESDC SDE 0093-B) PDF Icon
Annex C: Saskatchewan Advantage Grant for Education Savings (SAGES) (ESDC SDE 0093-C) PDF Icon
Annex D: British Columbia Training and Education Savings Grant (BCTESG) (ESDC SDE 0093-D) PDF Icon
Loan Programs Forms
Form Name Fill-in & Print Form
B2B Bank Investment Loan Application PDF Icon
Moveable Hypothec [for Quebec only] PDF Icon
Form Name Fill-in & Print Form
B2B Bank RRSP Loan Application PDF Icon
B2B Bank RRSP Loan Letter of Direction PDF Icon