Forms Available in FreeForms - Financial Online
Forms Available in FreeForms - Financial Online
Company Name Form Name Revision
AGF AUTORISATION DE TRANSFERT 11-03
AGF AUTORISATION DE TRANSFERT DE PLACEMENTS ENREGISTRES HARMONY 12-04
AGF AUTORISATION DE TRANSFERT DE PLACEMENTS ENREGISTRES PRIMERICA CONCERT 12-04
AGF DEMANDE D OUVERTURE DE COMPTE HARMONY 02-05
AGF DEMANDE DE PRET RER 09-06
AGF DEMANDE DE REGIME DPARGNE-ETUDES 01-07
AGF DEMANDE FRR-FRRI-FRV (AP512F) 12-04
AGF DEMANDE INVESTISSEMENT (AP500F) 01-07
AGF ESP APPLICATION 05-08
AGF HARMONY APPLICATION FORM 02-06
AGF HARMONY TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS 12-04
AGF INVESTMENT APPLICATION 05-08
AGF PRIMERICA CONCERT TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS 12-04
AGF RIF_LIF_LRIF APPLICATION (AP512) 07-05
AGF RSP LOAN APPLICATION 10-07
AGF TRANSFER AUTHORIZATION 11-03
B2B TRUST ARMS LENGTH MORTGAGES 07-00
B2B TRUST AUTHORIZATION FOR FEE PAYMENT 08-05
B2B TRUST AUTORISATION DE TRANSFERT DE PLACEMENTS ENREGISTRES - INSTRUCTIONS D ACHAT 01-07
B2B TRUST AUTORISATION POUR LE REGLEMENT DES FRAIS 10-03
B2B TRUST B2B TRUST - DEMANDE D ADHESION AU FERR 11-05
B2B TRUST B2B TRUST - DEMANDE D ADHESION AU RER 11-05
B2B TRUST B2B TRUST - FORMULAIRE D AUTORISATION DE TRANSFERT (MONTREAL) 10-04
B2B TRUST B2B TRUST - FORMULAIRE D AUTORISATION DE TRANSFERT (TORONTO) 07-00
B2B TRUST B2B Trust Investment Loan Application 05-08
B2B TRUST B2B TRUST RIF APPLICATION 10-05
B2B TRUST B2B TRUST RSP APPLICATION 10-05
B2B TRUST B2B TRUST TRANSFER AUTHORIZATION (MONTREAL) 10-04
B2B TRUST B2B TRUST TRANSFER AUTHORIZATION (TORONTO) 07-00
B2B TRUST BLC - FORMULAIRE D AUTORISATION DE TRANSFERT (MONTREAL) 08-05
B2B TRUST BLC - FORMULAIRE D AUTORISATION DE TRANSFERT (TORONTO) 06-04
B2B TRUST BON DE COMMANDE (SERVICES AUTOGERES, PRETS INVESTISSEMENTS) 05-08
B2B TRUST BON DE COMMANDE (SERVICES DE DEPOT) 03-07
B2B TRUST COMPTE DE PLACEMENT DEMANDE D ADHESION 05-08
B2B TRUST Compte de Retraite Immobilise Demande d Adhesion - Quebec seulement 12-02
B2B TRUST CONVENTION D ACHAT ET MODALITES D OPERATION CPGACTION 02-02
B2B TRUST CRYSTALLIZATION REQUEST 10-03
B2B TRUST Demande de CPG non-enregistre - B2B Trust, Banque Laurentienne du Canada, BLC Trust et Trust La Laurentienne du Canada 05-08
B2B TRUST DEMANDE DE CRISTALLISATION 10-03
B2B TRUST Demande de Pret Investissement de B2B Trust 05-08
B2B TRUST DEMANDE DE PRET REER 05-08
B2B TRUST DEMANDE DE PRET REER AUTOGERE 10-00
B2B TRUST Demande de Pret REER Prequalifie 05-08
B2B TRUST FINANCIAL ACCOUNT CHANGES 06-07
B2B TRUST FORMULAIRE D AUTORISATION DE TRANSFERT DE REGIME AUTOGERES 07-00
B2B TRUST LBC TRANSFER AUTHORIZATION (MONTREAL) 10-05
B2B TRUST LBC TRANSFER AUTHORIZATION (TORONTO) 08-05
B2B TRUST LETTER OF DIRECTION 05-08
B2B TRUST LETTRE DE DIRECTION 05-08
B2B TRUST MATERIAL REQUEST FORM (DEPOSIT SERVICES) 03-07
B2B TRUST MATERIAL REQUEST FORM (SELF-DIRECTED ACCOUNTS AND INVESTMENT LOANS) 05-08
B2B TRUST MODIFICATIONS FINANCIERES A UN COMPTE 06-07
B2B TRUST MODIFICATIONS NON FINANCIERES A UN COMPTE 01-07
B2B TRUST NON-FINANCIAL ACCOUNT CHANGES 01-07
B2B TRUST Non-Registered GIC Application - B2B Trust, Laurentian Bank of Canada, LBC Trust and Laurentian Trust of Canada 05-08
B2B TRUST OPEN ACCOUNT APPLICATION 05-08
B2B TRUST Pre-Qualified RRSP Loan Request 05-08
B2B TRUST PURCHASE AGREEMENT AND TERMS OF OPERATION ACTIONGIC 02-02
B2B TRUST RRSP LOAN APPLICATION 05-08
B2B TRUST SELF-DIRECTED RRSP LOAN APPLICATION 10-00
B2B TRUST T2033 PURCHASE INSTRUCTIONS 07-00
B2B TRUST TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS (SELF-DIRECTED) 01-07
B2B TRUST-Advisors Choice Appendix Disclosure to Joint Borrowers 01-08
B2B TRUST-Advisors Choice BANKING SERVICES APPLICATION 05-08
B2B TRUST-Advisors Choice LINE OF CREDIT APPLICATION 05-08
B2B TRUST-Advisors Choice PREAUTHORIZED DEBIT 04-01
B2B TRUST-Le choix du conseiller Annexe pour divulgation aux emprunteurs conjoints 01-08
B2B TRUST-Le choix du conseiller DEBIT PREAUTORISE 04-01
B2B TRUST-Le choix du conseiller DEMANDE DE MARGE DE CREDIT 05-08
B2B TRUST-Le choix du conseiller DEMANDE DE SERVICES BANCAIRES 05-08
CANADIAN WESTERN TRUST AUTHORIZATION TO TRANSFER TO AN INVESTMENT ACCOUNT 01-07
CANADIAN WESTERN TRUST BENEFICIARY DESIGNATION 05-07
CANADIAN WESTERN TRUST FEE FOR SERVICE APPLICATION RIDER 02-07
CANADIAN WESTERN TRUST FEE FOR SERVICE PRE-AUTHORIZED DEBIT AGREEMENT 05-07
CANADIAN WESTERN TRUST FEE FOR SERVICE SCHEDULED MUTUAL FUND REDEMPTION FORM - FOR FSS AND TRUSTEE FEES 02-07
CANADIAN WESTERN TRUST FEE FOR SERVICE SIMPLE-TIERED FEE SCHEDULE 02-07
CANADIAN WESTERN TRUST INVESTMENT ACCOUNT APPLICATION 10-07
CANADIAN WESTERN TRUST INVESTMENT ACCOUNT-CORPORATE RESOLUTION 02-06
CANADIAN WESTERN TRUST INVESTMENT ACCOUNT-SCHEDULED PAYMENT OPTION FORM 01-07
CANADIAN WESTERN TRUST MUTUAL FUND SWP REQUEST 05-07
CANADIAN WESTERN TRUST NEW ACCOUNT APPLICATION FORM 01-07
CANADIAN WESTERN TRUST PAC-SIP AGREEMENT AND PRE-AUTHORIZED DEBIT AUTHORIZATION 02-07
CANADIAN WESTERN TRUST PAYMENT OPTION REQUEST & RRIF MUTUAL FUND SWP 12-07
CANADIAN WESTERN TRUST REQUEST TO CHANGE-ADD BROKER-AGENT 11-05
CANADIAN WESTERN TRUST TRANSFER AUTHORIZATION 01-07
CANADIAN WESTERN TRUST WITHDRAWAL FORM - FOR RSP-RIF-INVESTMENT ACCOUNTS 05-07
CONNOR, CLARK & LUNN MANAGED PORTFOLIOS ACCOUNT SERVICE AGREEMENT 02-08
CONNOR, CLARK & LUNN MANAGED PORTFOLIOS AUTORISATION DE TRANSFERT POUR LES PLACEMENTS EN REGISTRES (MP 129) NA
CONNOR, CLARK & LUNN MANAGED PORTFOLIOS CLIENT APPLICATION (MP 120) 01-07
CONNOR, CLARK & LUNN MANAGED PORTFOLIOS CONVENTION DE SERVICE DE COMPTE 02-08
CONNOR, CLARK & LUNN MANAGED PORTFOLIOS DEMANDE DU CLIENT (MP 120F) 01-07
CONNOR, CLARK & LUNN MANAGED PORTFOLIOS PRE-AUTHORIZED PAYMENT FORM 07-07
CONNOR, CLARK & LUNN MANAGED PORTFOLIOS TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS (MP 129) NA
COUNSEL WEALTH MANAGEMENT ADVISORY FEE FORM 07-08
COUNSEL WEALTH MANAGEMENT INVESTMENT APPLICATION 04-08
COUNSEL WEALTH MANAGEMENT MATURE UNIT SWITCH FORM NA
COUNSEL WEALTH MANAGEMENT RRSP LOAN APPLICATION 03-08
COUNSEL WEALTH MANAGEMENT TRANSFER AUTHORIZATION (T2033) 10-01
CRA(REVENUE CANADA) BASIC AND ADDITIONAL CANADA EDUCATION SAVINGS GRANT AND CANADA LEARNING BOND APPLICATION (HRSDC SDE 0071) 03-07
CRA(REVENUE CANADA) BASIC AND ADDITIONAL CANADA EDUCATION SAVINGS GRANT AND CANADA LEARNING BOND APPLICATION-SUBSCRIBERS ONLY (HRSDC SDE 0073) 03-07
CRA(REVENUE CANADA) CANADA EDUCATION SAVINGS GRANT APPLICATION (HRSDC SDE 0069) 03-07
CRA(REVENUE CANADA) NAS2120 DEMANDE DE CARTE DE NAS 05-04
CRA(REVENUE CANADA) NAS2120 SIN APPLICATION FORM 05-04
CRA(REVENUE CANADA) NRTA1 AUTORISATION D EXONERATION D IMPOT DE NON-RESIDENTS 2001
CRA(REVENUE CANADA) NRTA1-AUTHORIZATION FOR NON-RESIDENT TAX EXEMPTION 02-99
CRA(REVENUE CANADA) RC96 LIFELONG LEARNING PLAN 2006
CRA(REVENUE CANADA) RC96 REGIME ENCOURAGEMENT EDUCATION PERMANENTE (REEP) DEMANDE RETIRER FONDS REER 2007
CRA(REVENUE CANADA) RESP TRANSFER FORM (HRSDC SDE 0050) 07-05
CRA(REVENUE CANADA) T1006 DESIGNATING RRSP WITHDRAWAL 2007
CRA(REVENUE CANADA) T1006 DESIGNATION DE UN RETRAIT D UN REER COMME UN RETRAIT ADMISSIBLE 2007
CRA(REVENUE CANADA) T1013 AUTHORIZING OR CANCELLING A REPRESENTATIVE 2007
CRA(REVENUE CANADA) T1013 DEMANDER OU ANNULER L AUTORISATION D UN REPRESENTANT 2007
CRA(REVENUE CANADA) T1036 HOME BUYERS PLAN (HBP) - REQUEST TO WITHDRAW FUNDS FROM AN RRSP 2007
CRA(REVENUE CANADA) T1036 REGIME DACCESSION A LA PROPRIETE 2007
CRA(REVENUE CANADA) T1213 DEMANDE DE REDUIRE DES RETENUES D IMPOT A LA SOURCE POUR L ANNEE(S) 2004
CRA(REVENUE CANADA) T1213 REQUEST TO REDUCE TAX DEDUCTIONS AT SOURCE 2004
CRA(REVENUE CANADA) T183 DECLARATION DE RENSEIGNEMENTS POUR LA TRANSMISSION ELECTRONIQUE 2007
CRA(REVENUE CANADA) T183 INFORMATION RETURN ELECTRONIC FILING INDIVIDUALS INCOME TAX BENEFIT RETURN 2007
CRA(REVENUE CANADA) T2030 TRANSFERT DIRECT SELON LE SOUS-ALINEA 601)(v) 2007
CRA(REVENUE CANADA) T2030-DIRECT TRANSFER UNDER SUBPARAGRAPH 60(I)(V) 2007
CRA(REVENUE CANADA) T2033 TRANSFERT DIRECT SELON L ALINEA 146(16)A) OU 146.3(2)E) 2007
CRA(REVENUE CANADA) T2033-DIRECT TRANSFER UNDER PARAGRAPH 146(16)(a) OR 146.3(2)(e) 2007
CRA(REVENUE CANADA) T2151 DIRECT TRANSFER OF A SINGLE AMOUNT UNDER SUBSECTION 147(19) OR SECTION 147 3 2007
CRA(REVENUE CANADA) T2151 TRANSFERT DIRECT MONTANT UNIQUE SELON PARAGRAHPE 147(19) OU ARTICLE 147 3 2007
CRA(REVENUE CANADA) T2217 APPLICATION FOR REGISTRATION AS A REGISTERED INVESTMENT 2008
CRA(REVENUE CANADA) T2217 DEMANDE D ENREGISTREMENT A TITRE DEPLACEMENT ENREGISTRE 2008
CRA(REVENUE CANADA) T2220 TRANSFER FROM RRSP OR RRIF TO ANOTHER RRSP OR RRIF ON MARRIAGE BREAKDOWN 2007
CRA(REVENUE CANADA) T2220 TRANSFER PROVENANT DUN REER OU DUN FERR DANS UN AUTRE REER APRES RUPTURE MARIAGE 2007
CRA(REVENUE CANADA) T3012A RENONCIATION A LIMPOT RETENU SUR LE REMBOURSEMENT DE VOS 2007
CRA(REVENUE CANADA) T3012A TAX DEDUCTION WAIVER ON THE REFUND OF YOUR UNDEDUCTED RRSP CONTRIBUTIONS 2007
CRA(REVENUE CANADA) T4RIF STATEMENT OF A RRIF INCOME (BILINGUAL) 2007
CRA(REVENUE CANADA) T4RSP STATEMENT OF RRSP INCOME 2007
CRA(REVENUE CANADA) T4RSP SUMMARY (BILINGUAL) 2006
CRA(REVENUE CANADA) T5008 STATEMENT OF SECURITIES TRANSACTIONS (BILINGUAL) 2007
CRA(REVENUE CANADA) T550 APPLICATION FOR REGISTRATION (RSP ESP RIF) 2007
CRA(REVENUE CANADA) T550 DEMANDE D ENREGISTREMENT CONCERNANT (RER REE FRR) 2007
CRA(REVENUE CANADA) TD1 2007 PERSONAL TAX CREDITS RETURN 2007
CRA(REVENUE CANADA) TD1 DECLARATION DES CREDITS D IMPORT PERSONNELS POUR 2007 2007
CRA(REVENUE CANADA) TD3 CHOIX DES PECHERS CONCERNANT LA RETENUE D IMPOT A LA SOURCE 2006
CRA(REVENUE CANADA) TD3 FISHERS ELECTION TO HAVE TAX DEDUCTED AT SOURCE 2006
CRA(REVENUE CANADA) TRANSFERT ENTRE REEE (HRSDC SDE 0050) 07-05
ETHICAL FUNDS ACCOUNT APPLICATION FORM 12-07
ETHICAL FUNDS AUTORISATION DE TRANSFERT POUR INVESTISSEMENTS ENREGISTRES 10-07
ETHICAL FUNDS DEMANDE D UN REGIME D EPARGNE-ETUDES FAMILIAL 12-07
ETHICAL FUNDS DEMANDE DE REGIME D EPARGNE-ETUDES INDIVIDUEL 12-07
ETHICAL FUNDS DIRECTIVES D INVESTISSEMENT SUBSEQUENTES 03-08
ETHICAL FUNDS DIRECTIVES POUR UN REGIME SYSTEMATIQUE 12-07
ETHICAL FUNDS FAMILY EDUCATION SAVINGS PLAN APPLICATION 12-07
ETHICAL FUNDS FORMULAIRE DE DEMANDE DE COMPTE 12-07
ETHICAL FUNDS INDIVIDUAL EDUCATION SAVINGS PLAN APPLICATION 12-07
ETHICAL FUNDS SUBSEQUENT INVESTMENT INSTRUCTIONS 03-08
ETHICAL FUNDS SYSTEMATIC PLAN INSTRUCTIONS 10-07
ETHICAL FUNDS TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS 10-07
EXCEL FUNDS AUTORISATION DE TRANSFERT DE PLACEMENTS ENREGISTRES NA
EXCEL FUNDS FORMULAIRE D INVESTISSEMENT 01-07
EXCEL FUNDS INVESTMENT APPLICATION 01-07
EXCEL FUNDS TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS NA
GOVERNMENT OF ALBERTA ALBERTA CENTENNIAL EDUCATION SAVINGS GRANT 08-07
GOVERNMENT OF ALBERTA ALBERTA DEMANDE DE SUBVENTION DU REGIME 08-07
GROWTHWORKS CAPITAL LTD APPLICATION FORM 12-07
GROWTHWORKS CAPITAL LTD NON REGISTERED APPLICATION FORM 12-07
GROWTHWORKS CAPITAL LTD REDEMPTION FORM 12-07
GROWTHWORKS CAPITAL LTD REINVESTMENT FORM 12-07
GROWTHWORKS CAPITAL LTD TRANSFER AUTHORIZATION FOR REGISTERED FUNDS 12-07
IA CLARINGTON DEMANDE DE PLACEMENT 04-08
IA CLARINGTON INVESTMENT APPLICATION 04-08
IA CLARINGTON Product Information 04-08
MACKENZIE FORMS (E) DCRPP and DPSP Member Information (RP5056) 10-07
MACKENZIE FORMS (E) Group Retirement Savings Plan - Member Application (AP1006) 10-07
MACKENZIE FORMS (E) Multi-Plan Application (AP1008) 05-08
MACKENZIE FORMS (E) Multi-Plan Application for Segregated Funds (AP1017) 08-07
MACKENZIE FORMS (E) RESP Application (Family Plan Application) (AP1004) 01-07
MACKENZIE FORMS (E) RESP Application (Individual Plan Application) (AP1003) 01-07
MACKENZIE FORMS (E) Transfer Authorization for Registered Investments (T2033) 05-08
MACKENZIE FORMS (F) Autorisation de Transfert de Placements Enregistres (T2033) 05-08
MACKENZIE FORMS (F) Demande Generale (AP2008) 05-08
MACKENZIE FORMS (F) Demande Generale Pour Les Fonds Distincts (AP2017) 08-07
MACKENZIE FORMS (F) Regime d epargne-etudes (Regime familial) (AP2004) 01-07
MACKENZIE FORMS (F) Regime d epargne-etudes (Regime individuel) (AP2003) 01-07
MACKENZIE FORMS (F) Regime d'epargne-retraite collectif - demande d'adhesion de l'employe (AP2006) 10-07
MACKENZIE FORMS (F) RPACD et RPDB-Renseignements relatifs aux participants (RP6056) 10-07
MAVRIX FUNDS APPLICATION FORM 2006
MAVRIX FUNDS AUTORISATION DE TRANSFERT 09-02
MAVRIX FUNDS FORMULAIRE DE SOUSCRIPTION 2006
MAVRIX FUNDS TRANSFER AUTHORIZATION 09-02
MRS FORMS (E) MRS Investment Account Application (MAP504) 06-08
MRS FORMS (F) Demande d'Ouverture d'un Compte de Placement MRS (MAP604) 09-07
PRO-FINANCIAL ASSET MANAGEMENT INVESTMENT APPLICATION NA
PRO-FINANCIAL ASSET MANAGEMENT TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS (T2033) NA
REVENU QUEBEC GENERAL INFORMATION CONCERNING THE QST AND THE GSTHST (IN-203) 05-04
REVENU QUEBEC GUIDE FOR EMPLOYERS - SOURCE DEDUCTIONS AND CONTRIBUTIONS 2007 (TP-1015.G) 01-07
REVENU QUEBEC INCOME TAX RETURN 2006 (TP-1.D) 12-06
ROI FUND APPLICATION FORM 07-06
ROI FUND TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS NA
RUSSELL INVESTMENTS CANADA LTD FORMULAIRE DE DEMANDE DE PLACEMENT 01-08
RUSSELL INVESTMENTS CANADA LTD FORMULAIRE DE TRANSFERT POUR LES PLACEMENTS ENREGISTRES NA
RUSSELL INVESTMENTS CANADA LTD INVESTMENT APPLICATION 01-08
RUSSELL INVESTMENTS CANADA LTD TRANSFER FORM FOR REGISTERED INVESTMENTS NA
SARBIT ASSET MANAGEMENT INVESTMENT APPLICATION FORM 10-07
SARBIT ASSET MANAGEMENT TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS (T2033) 08-07
SEI INVESTMENTS AUTHORISATION DE TRANSFERT DE PLACEMENTS ENREGISTRES ET NON-ENREGISTRES (A9) 01-07
SEI INVESTMENTS DEMANDE D ADHESION AU PROGRAMME DE PRELEVEMENTS AUTOMATIQUES (A8) 01-07
SEI INVESTMENTS DEMANDE D ADHESION AU PROGRAMME DE RETRAITS SYSTEMATIQUES (PRS) (A7) 01-07
SEI INVESTMENTS DEMANDE D INSCRIPTION ET CONVENTION D EPARGNANT (A2) 04-08
SEI INVESTMENTS DEMANDE DE PARTICIPATION A UN FONDS DE REVENU DE RETRAITE (A5) 04-08
SEI INVESTMENTS DEMANDE DE PARTICIPATION A UN REGIME D EPARGNE-RETRAITE (A3) 04-08
SEI INVESTMENTS INVESTMENT APPLICATION & AGREEMENT 08-08
SEI INVESTMENTS PRE-AUTHORIZED CHEQUING PLAN (PAC) APPLICATION FORM (A8) 10-06
SEI INVESTMENTS SYSTEMATIC WITHDRAWAL PLAN (SWP) APPLICATION FORM (A7) 04-08
SEI INVESTMENTS TRANSFER-IN AUTHORIZATION FORM FOR REGISTERED & NON-REGISTERED INVESTMENTS (A9) 01-06
STANDARD LIFE AUTORISATION DE TRANSFERT DE PLACEMENTS ENREGISTRES 06-03
STANDARD LIFE INVESTMENT APPLICATION (3133M) 06-08
STANDARD LIFE PROPOSITION DE PLACEMENT (F3133M) 06-08
STANDARD LIFE TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS 06-03
TITAN FUNDS INC NON REGISTERED ACCOUNT APPLICATION 01-08
TITAN FUNDS INC RSP AND RIF ACCOUNT APPLICATION 01-08
TITAN FUNDS INC SERIES l ACCOUNT SERVICE AGREEMENT 11-07
TITAN FUNDS INC TRANSFER AUTHORIZATINO FOR REGISTERED INVESTMENTS 01-08
VENGROWTH ASSET MANAGEMENT ACCOUNT APPLICATION NA
VENGROWTH ASSET MANAGEMENT TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS (T2033) NA