General


To order quantities of printed forms, please contact your sales office. Sales offices can complete Request for Forms (PC BIL 3340) and fax it to us toll-free at 1 877 536-4666.


Name
Authorization Secure Online Access for a Corporation NEW 7195-Fillable
Secure Online access for a Distributor NEW 7204-Fillable
Authorization to transfer non-registered accounts NEW 7123-Fillable
Additional Deposit Form NEW PC 6852-Fillable
Application for contract PC 3237
Authorization for Non-Resident Tax Exemption
From Canada Revenue Agency Web site		 NRTA1
Client Identification Supplementary Information
(effective June 23, 2008)		 PC 6330
Client Service Request
  • Beneficiary Change
  • Appoint a contingent owner
  • Change an owner
  • Appoint a Trustee for a minor
  • Collateral assignment
  • Release of assignment
  • Change or correct name
 PC 2188
Declaration of payment made by Money Order / Bank Draft PC 5598
Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3
From Canada Revenue Agency Web site		 T2151
Direct Transfer Under Subparagraph 60 (l) (v)
From Canada Revenue Agency Web site		 T2030
Home Buyers' Plan (HBP) Request to Withdraw Funds from an RRSP
From Canada Revenue Agency Web site		 T1036
Lifelong Learning Plan (LLP) Request to withdraw funds from an RRSP
From Canada Revenue Agency Web site		 RC96
Pre-Authorized Debit (PAD) Agreement PC 2010-Fillable
Request for a Broker Code 5876
Request for Broker Bonus Rate 5877
Request for Direct Deposit of Commission PC BIL 3411
Request for forms PC BIL 3340
Surrender and Cancellation of Policy PC 133M
Third Party Determination PC 5097
Transfer authorization for registered investments
(RSP, LRSP, LIRA, RIF, LIF, TFSA LRIF, RLIF, RLSP, PRIF)		 PC 6511
Transfer from an RRSP or a RRIF to Another RRSP or RRIF on Breakdown of Marriage or Common-Law Partnership
From Canada Revenue Agency Web site		 T2220
Transfer of Ownership of Children's Savings Plan Agreement PC 2156
Qualifying Recognised Overseas Pension Schemes (QROPS) New
United Kingdom (UK) pension transactions		 6870

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