Important:
- If you should print the following forms, please make sure of its quality and take into account the number of copies required, when applicable.
- To access the French version of the forms, select "Français" on the upper-hand side of your screen.
Applications and forms
Contract Application - 10062E (01-11)
9 pages - 1.5 Mb
Contract Application - fillable version 10062E (01-11)
6 pages - 796 kb
Claimant's Statement - Guaranteed Investment Funds
2 pages - 39 kb
Declaration of Trust in favor of a Minor - 02262E (02-09) - All provinces except Quebec
1 page - 34 kb
Declaration of Trust in favor of a Minor - 02261E (07-11) - Quebec only
1 page - 47 kb
Life Income Fund Endorsement - 09018E (09-01)
15 pages - 248 kb
Locked-In Retirement Account (LIRA) Endorsement - 09018E01 (09-01)
6 pages - 168 kb
Prepaid Dollar Cost Averaging (PDS) Letter of Direction
1 page - 54 kb
Request of Transfer for Registered Investments (RSP, LIF, RIF) - 99025E (12-01)
1 page - 471 kb
Required Additional Information on a Corporation or Organization - 08295E (08-10)
1 page - 76 kb
Statement of Direction - 10064E (01-11)
9 pages - 1.4 Mb
Statement of Direction - fillable version - 10064E (01-11)
7 pages - 716 kb
TFSA Contract Application - 10063E (01-11)
7 pages - 1.4 Mb
TFSA Contract Application - fillable version - 10063E (01-11)
5 pages - 682 kb
Third Party Determination Form (08-10)
1 page - 29 kb
