Transfer Form |
Transfer Form - Non Registered |
TFSA Successor Holder and Beneficiary Designation |
TFSA Gift Declaration |
Letter of Direction |
Systematic Switch (DCA) |
Open to Registered Transfer |
Registered Plans Beneficiary Form (single or multiple) |
Registered plans Beneficiary Form with Contingent |
Generic Corporate Resolution |
Advisory Fee Agreement - Note: Dealer Must have updated Agreement in place. |
2021 LIF Min-Max Guide |
Fund Details |
T2030 - Typically used to transfer RRIF to RRSP, RRSP to Annuity or RRIF to Annuity |
T2151 - Typically used to transfer pensions to a LIRA or RRSP |
T2220 - Transfer due to breakdown of marriage or common-law partnership |
RC240 - Used when spouse is listed as beneficiary on TFSA (instead of Successor Holder) |
Declaration of Transmission |
Estate Checklist |
Letter of Indemnity, Executor |
Estate Claim Form |
Open to TFSA - Systematic Form |
PAC Instruction |
RRIF - Removal of Spousal Designation on Marriage Breakdown |
RRSP - Removal of Spousal Designation on Marriage Breakdown |
Spousal Co-mingling Form |
Registered Education Savings Plan (RESP)
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