| 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 |
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Registered Education Savings Plan (RESP)
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