Forms and
documents
GIC
Enrolment forms
- RRSP/RRIF GIC (TF10-1A) PDF (3.57 MB)
- TFSA GIC (TF10-2A) PDF (771.7 kB)
- Non-registered GIC (TF10-3A) PDF (384.95 kB)
Other forms
- Request to convert an RRSP to a RRIF PDF (116.14 kB)
- Withdrawal request PDF (118.07 kB)
- Change request PDF (97.37 kB)
- Investment transfer authorization PDF (96.62 kB)
- Death benefits claim PDF (107.2 kB)
Documents
- Administrative terms and conditions PDF (98.97 kB)
- Fee schedule PDF (50.72 kB)
HIGH-INTEREST TFSA
Enrolment form
- New account application PDF (530.02 kB)
Documents
- Account agreement PDF (157 kB)
- Fee schedule PDF (50.72 kB)
RRSP LOAN
Enrolment forms
- Signatures Form PDF (1.06 MB)
- Loan application and contract PDF (92.85 kB)
Documents
- Product summary PDF (354.76 kB)
- Product Guide PDF (1.29 MB)
- Fee schedule PDF (50.72 kB)