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
Investment Loans
Applications and Forms
Contract application - 07238E (07-01)
8 pages - 1.1 Mb
Contract application - fillable version 07238E (07-10)
4 pages - 944 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 - 02273E (08-03)
8 pages - 394 kb
Locked-In Retirement Account (LIRA) Endorsement - 02274E (08-03)
2 pages - 187 kb
Politically Exposed Foreign Person Determination Form - Life Insurance and Segregated Funds - 08311E (08-10)
1 page - 88 kb
Prepaid Dollar Cost Averaging (PDS) Letter of Direction
1 page - 54 kb
Required Additional Information On A Corporation Or Organization - 08295E (08-10)
1 page - 76 kb
Statement of Direction - 07239E (07-01)
7 pages - 1.0 Mb
Third Party Determination Form
1 page - 29 kb
Investment Loans
Pre-approval
If you wish to pre-approve your client, complete the pre-approval form and forward it to MRS Trust.
Pre-approval Form
1 page – 85 kb
Investment Loan Request
You can order a kit with all required forms at the warehouse under 06018E (English version) and 06018F (French version).
The following forms must be completed and signed in 1 original copy (no photocopies).
Investment Loan Application
12 pages – 181 kb
Assignment and Hypothecation of Insurance Policy
3 pages – 73 kb
Form of Notice of Security and Acknowledgement
3 pages – 60 kb
Borrowing money to buy a contract - 04145E
1 page - 158 kb