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 right hand side of your screen.
- All provinces except Quebec
- Province of Quebec only
All provinces except Quebec
Application for Modification - (Life or Savings) - 09614A (11-07)
6 pages - 641 kb
Claimant's Statement - Death - Annuity Claim - 98183E (07-08)
1 page - 92 kb
Direct Deposit - 99181E (08-10)
1 page - 52 kb
Preauthorized debit - Payor's Agreement - 09314E (09-11)
1 page - 241 kb
Investment Information - Additional contribution or renewal - 09778A (09-12)
1 page - 33 kb
Guarantee the interest rate for transfer and renewal - 1440A (10-03)
1 page - 58 kb
Instruction letter and Identification Statement form for transfer of funds between individuals (when cheque is issued by other than annuitant of RRSP) (07-12)
2 pages - 27 kb
Request of Transfer for Registered Investments (RSP, LIF, RIF) - 99025E (12-01)
1 page - 471 kb
Request for cash value, partial surrender of funds, commutation internal transfer of funds of cancellation - Annuities - 127A (07-09)
2 pages - 63 kb
Required Additional Information On A Corporation Or Organization - 08295E (08-10)
1 page - 77 kb
Third Party Determination Form - (08-10)
1 page - 30 kb
Payments made by a third party to a Registered Retirement Savings Plan (RRSP) and a Tax Free Savings Account (TFSA) - (09-02)
2 pages - 26 kb
TFSA Transfer authorization form - (09-10)
1 page - 1.7 Mb
TFSA Marriage breakdown transfer form - 09-10)
1 page - 923 kb
Instruction form for DFS products within a Self-directed plan - 10-0261_310E (10-08)
1 page - 400 kb
Province of Quebec only
Application for Modification - (Life or Savings) - 09614A (11-07)
6 pages - 641 kb
Claimant's Statement - Death - Annuity Claim - 98183E (07-08) (Quebec)
1 page - 92 kb
Direct Deposit - 99181E (08-10)
1 page - 52 kb
Preauthorized debit - Payor's Agreement - 09314E (09-11)
1 page - 241 kb
Investment Information - Additional contribution or renewal - 09778A (09-12)
1 page - 33 kb
Guarantee the interest rate for transfer and renewal - 1440A (10-03)
1 page - 58 kb
Instruction letter and Identification Statement form for transfer of funds between individuals (when cheque is issued by other than annuitant of RRSP) (07-12)
2 pages - 27 kb
Registration Rider (with respect to an individual pension plan) - 20384A (07-06)
1 page - 66 kb
Request of Transfer for Registered Investments (RSP, LIF, RIF) - 99025E (12-01)
1 page - 471 kb
Request for cash value, partial surrender of funds, commutation internal transfer of funds of cancellation - Annuities - 127A (07-09)
2 pages - 63 kb
Required Additional Information On A Corporation Or Organization - 08295E (08-10)
1 page - 77 kb
Third Party Determination Form - (08-10)
1 page - 30 kb
Payments made by a third party to a Registered Retirement Savings Plan (RRSP) and a Tax Free Savings Account (TFSA) - (09-02)
2 pages - 26 kb
TFSA Transfer authorization form - (09-10)
1 page - 1.7 Mb
TFSA Marriage breakdown transfer form - (09-10)
1 page - 923 kb
Instruction form for DFS products within a Self-directed plan - 10-0261_310E (10-08)
1 page - 400 kb