Investor 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) |
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| TFSA Application Form Use this form to open a Tax Free Savings Account |
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| RESP Application Form Use this form to open one of the following types of Registered Education Savings Plans: Family Plan Individual Plan |
| Form Name | Print Form |
| Transfer Authorization for Registered Investments (TARI) | |
| Transfer from a Tax-Free Savings Account (TFSA) to another TFSA on Breakdown of Marriage or Common-Law Partnership | |
| Registered Education Savings Plan (RESP) Transfer Form Annex 1 | |
| Registered Education Savings Plan (RESP) Transfer Form Part A | |
| Québec Education Savings Incentive - Transfer Between Registered Education Savings Plans (RESPs) | |
| British Columbia Form (For LIF Accounts) | |
| Manitoba Form (For LIF Accounts) | |
| Saskatchewan Form (For LIRA Accounts) | |
| Federal Form 2 |
| Form Name | Fill-in & Print Form |
| Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) Application |
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| Annex A: Additional Beneficiaries Use this form to apply for grant on behalf of multiple beneficiaries |
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| Annex B: Primary Caregiver or Their Spouse and/ or Custodial Parent/ Legal Guardian | |
| Annex C: Saskatchewan Advantage Grant for Education Savings (SAGES) | |
| Annex D: British Columbia Training and Education Savings Grant (BCTESG) | |
| RESP Withdrawal Form |
| Form Name | Print Form |
| Registered Income Plan Payment Form |