Forms Available in FreeForms - Financial Online
Company Name Form Name Revision
B2B BANK DEALER SERVICES Client Information Change Form 09-20
B2B BANK DEALER SERVICES Deregistration-Withdrawal Request 09-20
B2B BANK DEALER SERVICES Equity Trade Ticket 12-12
B2B BANK DEALER SERVICES Fixed Income Trade Ticket 12-12
B2B BANK DEALER SERVICES Guaranteed Investment Purchase Form 01-18
B2B BANK DEALER SERVICES Internal Transfer Form 12-21
B2B BANK DEALER SERVICES Mutual Fund Trade Ticket 09-20
B2B BANK DEALER SERVICES Segregated Fund Trade Ticket 03-20
B2B BANK DEALER SERVICES Systematic Instruction Form 11-22
B2B BANK DEALER SERVICES Transfer Authorization for Non-Registered Investments 11-21
B2B BANK DEALER SERVICES Transfer Authorization for Registered Investments 12-21
B2B BANK FINANCIAL SERVICES B2BBFSI Investment Account Application 11-21
B2B BANK FINANCIAL SERVICES B2BBFSI Retirement Plan Application 11-22
B2B BANK FINANCIAL SERVICES B2BBFSI Tandem Account Application 11-21
B2B BANK FINANCIAL SERVICES B2BBFSI TAX-FREE SAVINGS ACCOUNT APPLICATION 11-21
B2B BANK FINANCIAL SERVICES KNOW YOUR CLIENT (KYC) CHANGE FORM 12-14
B2B BANK INTERMEDIARY SERVICES Investment Account Application 11-21
B2B BANK INTERMEDIARY SERVICES KNOW YOUR CLIENT (KYC) CHANGE FORM 12-14
B2B BANK INTERMEDIARY SERVICES Tandem Account Application 11-22
B2B BANK INTERMEDIARY SERVICES Tax-Free Savings Account Application 11-21
B2B BANK INTERMEDIARY SERVICES Transfer Authorization for Registered Investments 11-13
B2B BANK SECURITIES SERVICES Investment Account Application 11-21
B2B BANK SECURITIES SERVICES KNOW YOUR CLIENT (KYC) CHANGE FORM 12-14
B2B BANK SECURITIES SERVICES Retirement Plan Application 11-22
B2B BANK SECURITIES SERVICES TAX-FREE SAVINGS ACCOUNT APPLICATION 11-21
B2B BANK SECURITIES SERVICES Transfer Authorization for Registered Investments 11-13
B2B BANQUE SERVICES AUX INTERMEDIAIRES Demande d ouverture d un compte d epargne libre d impot B2BBSII 11-21
B2B BANQUE SERVICES AUX INTERMEDIAIRES Demande d ouverture de compte Tandem B2BBSII 11-22
B2B BANQUE SERVICES AUX INTERMEDIAIRES Demande d'ouverture d'un compte d'investissement B2BBSII 11-21
B2B BANQUE SERVICES AUX INTERMEDIAIRES Formulaire de Changement Connaissez Votre Client (CVC) 12-14
B2B BANQUE SERVICES DE COURTIERS Autorisation de transfert de placement enregistres 12-21
B2B BANQUE SERVICES DE COURTIERS Autorisation de transfert de placement non-enregistres 12-21
B2B BANQUE SERVICES DE COURTIERS Demande de desenregistrement-retrait 09-20
B2B BANQUE SERVICES DE COURTIERS Demande de Modification Par Le Client 09-18
B2B BANQUE SERVICES DE COURTIERS Fiche D Ordre Pour Fonds Communs 03-23
B2B BANQUE SERVICES DE COURTIERS Fiche d ordre pour fonds distincts 03-20
B2B BANQUE SERVICES DE COURTIERS Formulaire de transfert interne 12-21
B2B BANQUE SERVICES DE COURTIERS Formulaire d'Instructions Systematiques 11-22
B2B BANQUE SERVICES DE COURTIERS Formularie d'achat de placement garanti 01-18
B2B BANQUE SERVICES DE VALEURS MOBILIERES Demande d ouverture d un compte d epargne libre d impot B2BBSVMI 11-21
B2B BANQUE SERVICES DE VALEURS MOBILIERES Demande d Ouverture de Compte RER-FRR-FRV 11-22
B2B BANQUE SERVICES DE VALEURS MOBILIERES Demande d'ouverture d'un compte d'investissement B2BBSVMI 11-21
B2B BANQUE SERVICES DE VALEURS MOBILIERES Fiche D Ordre pour Actions 01-18
B2B BANQUE SERVICES DE VALEURS MOBILIERES Fiche D Ordre Pour Titres a Revenu Fixe 01-18
B2B BANQUE SERVICES DE VALEURS MOBILIERES Formulaire de Changement Connaissez Votre Client (CVC) 12-14
B2B BANQUE SERVICES FINANCIERS Demande d ouverture d un compte d epargne libre d impot 11-21
B2B BANQUE SERVICES FINANCIERS Demande d Ouverture de Compte RER-FRR-FRV 11-22
B2B BANQUE SERVICES FINANCIERS Demande d ouverture de compte Tandem 11-21
B2B BANQUE SERVICES FINANCIERS Demande d'ouverture d'un compte d'investissement B2BBSFI 11-21
B2B BANQUE SERVICES FINANCIERS Formulaire de Changement Connaissez Votre Client (CVC) 12-14
B2B_BANK Annexe_A_-_Demande_de_CPG_Non_Enregistre 07-14
B2B_BANK Annexe_pour_divulgation_aux_emprunteurs_conjoints 07-12
B2B_BANK Appendix_Disclosure_to_Joint_Borrowers 07-12
B2B_BANK Autorisation_relative_au_compte_CPG_Entite 03-18
B2B_BANK B2B_BANK_Select_Letter_of_Privilege 11-13
B2B_BANK Bordereaux_de_depot_direct_-_Bon_de_commande 11-13
B2B_BANK Business_High_Interest_Savings_Account_Application 06-17
B2B_BANK Business_HISA_Account_Information 06-17
B2B_BANK Business_HISA_Banking_Resolution 07-12
B2B_BANK Business_HISA_Telephone_and_Internet 11-13
B2B_BANK CEIE_Affaires_Service_telebancaire_et_service_Internet 11-13
B2B_BANK CEIE_Demande_de_bordereaux_de_depot_direct 11-13
B2B_BANK Client_Consent_Form 11-13
B2B_BANK Dealer_Transaction_Report_Request 07-12
B2B_BANK Delegation_de_pouvoirs_Societe,_Association,_Co-entreprise 07-12
B2B_BANK Delegation_of_Powers_For_Partnership,_Association,_Joint_venture 07-12
B2B_BANK Demande_d_ouverture_d_un_Compte_d_epargne_a_interet_eleve_(CEIE) 08-18
B2B_BANK Demande_d_ouverture_d_un_Compte_d_epargne_a_interet_eleve_(CEIE)_Affaires 06-17
B2B_BANK Demande_d_ouverture_de_compte_RER_ou_FRR 08-20
B2B_BANK Demande_de_CPG_non-enregistre_-_B2B_BANK,_Banque_Laurentienne_du_Canada,_BLC_Trust_et_Trust_La_Laurentienne_du_Canada 11-21
B2B_BANK Demande_de_marge_de_credit_non_garantie 06-17
B2B_BANK Demande_de_modification_des_debits_preautorises 03-18
B2B_BANK Demande_de_Pret_Investissement 08-20
B2B_BANK DEMANDE_DE_PRET_REER 08-20
B2B_BANK Demande_de_rapport_d_operations_du_courtier 07-12
B2B_BANK Deposit_Slip_Order_Form 11-13
B2B_BANK Distribution_Alliance_Program_Letter_of_Privilege 11-13
B2B_BANK Entity_GIC_Account_Authorization 03-18
B2B_BANK Formulaire_d_approbation_du_client 11-13
B2B_BANK FORMULAIRE_D_AUTORISATION_DE_TRANSFERT_(TORONTO) 11-13
B2B_BANK High_Interest_Savings_Account_Application 08-18
B2B_BANK HISA_Direct_Deposit_Request 11-13
B2B_BANK Hypotheque_mobiliere_sur_des_valeurs_mobilieres_(au_Quebec_seulement) 05-22
B2B_BANK Hypotheque_mobiliere_sur_une_police_d_assurance_(au_Quebec_seulement) 05-22
B2B_BANK Instructions_de_rachat_et_d_achat,_Prets_investissement_(remplacement_du_formulaire,_Modifications_financieres_a_un_compte) 11-17
B2B_BANK Instructions_de_switch_(remplacement_du_formulaire,_Modifications_financieres_a_un_compte) 11-17
B2B_BANK Investment_Loan_Application 07-22
B2B_BANK LETTER_OF_DIRECTION 08-16
B2B_BANK LETTRE_DE_DIRECTION 08-16
B2B_BANK Lettre_de_mise_en_gage 11-13
B2B_BANK Lettre_de_privilege_-_Pret_a_taux_fixe_(Non_disponible_pour_les_residents_du_Quebec) 07-12
B2B_BANK Lettre_de_privilege_-_renouvellement_d_un_pret_a_taux_fixe_(Non_disponible_pour_les_residents_du_Quebec) 07-12
B2B_BANK Lettre_de_privilege_B2B_BANK_Select 11-13
B2B_BANK Lettre_de_privilege_programmes_d_alliances_de_distribution 11-13
B2B_BANK MODIFICATIONS_NON_FINANCIERES_A_UN_COMPTE 01-19
B2B_BANK Movable_Hypothec_on_an_Insurance_Policy_(Quebec_only) 05-22
B2B_BANK Movable_Hypothec_on_Investment_Securities_(Quebec_only) 05-22
B2B_BANK NON-FINANCIAL_ACCOUNT_CHANGES 01-19
B2B_BANK Non-Registered_GIC_Application_-_B2B_BANK,_Laurentian_Bank_of_Canada,_LBC_Trust_and_Laurentian_Trust_of_Canada 06-22
B2B_BANK Pledge_Letter 11-13
B2B_BANK Pre-authorized_Debit_Agreement 03-18
B2B_BANK Redemption_and_Purchase_Instructions,_Investment_Loans_(Replacing_Financial_Account_Changes_form) 11-17
B2B_BANK Renew_or_Purchase_Additional_Investment_Term_Deposit_Form 11-13
B2B_BANK Renouvellement_ou_Achat_de_placement_additionnel_Formulaire_de_depot_a_terme 11-13
B2B_BANK Renseignements_sur_l_entreprise_CEIE_Affaires 07-14
B2B_BANK Resolution_bancaire_personne_morale 07-12
B2B_BANK RRSP_LOAN_APPLICATION 07-22
B2B_BANK RSP_or_RIF_Account_Application 02-23
B2B_BANK Schedule_A_-_Non-Registered_GIC_Application 06-17
B2B_BANK Switch_Instructions_(Replacing_Financial_Account_Changes_form) 11-17
B2B_BANK TRANSFER_AUTHORIZATION_(TORONTO) 11-13
B2B_BANK Unsecured_Line_Of_Credit_Application 06-17
BULLION MANAGEMENT SERVICES INC INVESTMENT APPLICATION NA
BULLION MANAGEMENT SERVICES INC TFSA APPLICATION 04-11
BULLION MANAGEMENT SERVICES INC TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS 04-11
COUNSEL PORTFOLIO SERVICES ADVISOR DIRECTED PAYOUT SERVICE INSTRUCTION FORM 10-21
COUNSEL PORTFOLIO SERVICES AMENDMENT TO THE COUNSEL ADR CLIENT AGREEMENT FORM 05-21
COUNSEL PORTFOLIO SERVICES AUTORISATION DE TRANSFERT POUR PLACEMENTS ENREGISTRES (T2033) 02-24
COUNSEL PORTFOLIO SERVICES COUNSEL ADR CLIENT AGREEMENT FORM 10-23
COUNSEL PORTFOLIO SERVICES DEALER SERVICE FEE AGREEMENT 10-23
COUNSEL PORTFOLIO SERVICES DOLLAR COST AVERAGING (DCA) ENROLLMENT FORM 02-24
COUNSEL PORTFOLIO SERVICES EDUCATION SAVINGS PLAN APPLICATION - FAMILY PLAN 12-23
COUNSEL PORTFOLIO SERVICES EDUCATION SAVINGS PLAN APPLICATION - INDIVIDUAL PLAN 12-23
COUNSEL PORTFOLIO SERVICES INVESTMENT APPLICATION 12-23
COUNSEL PORTFOLIO SERVICES MATURE UNIT SWITCH FORM 02-16
COUNSEL PORTFOLIO SERVICES PRE-AUTHORIZED CHEQUING AGREEMENT (PRE-AUTHORIZED DEBIT AGREEMENT) 12-23
COUNSEL PORTFOLIO SERVICES TAX-FREE SAVINGS ACCOUNT APPLICATION 12-23
COUNSEL PORTFOLIO SERVICES TRANSFER AUTHORIZATION (T2033) 02-24
CRA(REVENUE CANADA) APPLICATION FOR CANADA DISABILITY SAVINGS GRAND AND-OR CANADA DISABILITY SAVINGS BOND (ESDC EMP 5608) 01-15
CRA(REVENUE CANADA) ATTESTATION OF TOTAL AMOUNT HELD IN FEDERALLY REGULATED LOCKED-IN PLANS NA
CRA(REVENUE CANADA) ATTESTATION REGARDING SPOUSECOMMON-LAW PARTNER NA
CRA(REVENUE CANADA) ATTESTATION REGARDING WITHDRAWAL BASED ON FINANCIAL HARDSHIP NA
CRA(REVENUE CANADA) DECLARTION DU SOUSCRIPTEUR - RETRAIT D UN EXCEDENT DE COTISATION NE DEPASSANT PAS 4 000 $ (HRSDC SDE0074) 08-05
CRA(REVENUE CANADA) EDSC SDE 0100-A - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE) - PARTIE A - DEMANDE DE SOUSCRIPTEUR 05-23
CRA(REVENUE CANADA) EDSC SDE 0100-ANNEXE 1 - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE)-ANNEXE 1 - BENEFICIAIRES SUPPLEMENTAIRES 05-23
CRA(REVENUE CANADA) EDSC SDE 0100-B - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE) - PARTIE B - PROMOTEUR CESSIONNAIRE 05-23
CRA(REVENUE CANADA) EDSC SDE 0100-C - FORMULAIRE DE TRANSFERT D UN REGIME ENREGISTRE D EPARGNE-ETUDES (REEE) - PARTIE C - PROMOTEUR CEDANT 05-23
CRA(REVENUE CANADA) EDSC SDE0093 - ANNEXE A - BENEFICIAIRES SUPPLEMENTAIRES 05-23
CRA(REVENUE CANADA) EDSC SDE0093 - ANNEXE B - RESPONSABLE ET-OU PARENT AYANT LA GARDE OU TUTEUR LEGAL 05-23
CRA(REVENUE CANADA) EDSC SDE0093 - ANNEXE C - DEMANDE SUBVENTION POUR L EPARGNE ETUDES AVANTAGE SASKATCHEWAN 09-21
CRA(REVENUE CANADA) EDSC SDE0093 - DEMANDE - SCEE DE BASE ET SUPPLEMENTAIRE ET BEC 09-21
CRA(REVENUE CANADA) ESDC SDE 0100-A - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - PART A - SUBSCRIBER REQUEST 05-23
CRA(REVENUE CANADA) ESDC SDE 0100-ANNEX 1 - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - ANNEX 1 - ADDITIONAL BENEFICIARIES 05-23
CRA(REVENUE CANADA) ESDC SDE 0100-B - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - PART B - RECEIVING PROMOTOR 05-23
CRA(REVENUE CANADA) ESDC SDE 0100-C - REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM - PART C - REQLINQUISHING PROMOTOR 05-23
CRA(REVENUE CANADA) ESDC SDE0093 - APPLICATION - BASIC AND ADDITIONAL CESG AND CLB 09-21
CRA(REVENUE CANADA) ESDC SDE0093-A - ANNEX A - ADDITIONAL BENEFICIARES - BASIC AND ADDITIONAL CESG AND CLB 05-23
CRA(REVENUE CANADA) NAS2120 DEMANDE DE CARTE DE NAS 10-21
CRA(REVENUE CANADA) NAS2120 SIN APPLICATION FORM 10-21
CRA(REVENUE CANADA) NRTA1 AUTORISATION D EXONERATION D IMPOT DE NON-RESIDENTS 2001
CRA(REVENUE CANADA) NRTA1-AUTHORIZATION FOR NON-RESIDENT TAX EXEMPTION 2001
CRA(REVENUE CANADA) RC96 LIFELONG LEARNING PLAN 2022
CRA(REVENUE CANADA) RC96 REGIME ENCOURAGEMENT EDUCATION PERMANENTE (REEP) DEMANDE RETIRER FONDS REER 2022
CRA(REVENUE CANADA) REGISTERED DISABILITY SAVINGS PLAN (RDSP) TRANSFER (EMP5499) 09-11
CRA(REVENUE CANADA) SUBSCRIBER STATEMENT FOR AN RESP OVER-CONTRIBUTIONWITHDRAWAL OF $4,000 OR LESS (HRSDC SDE0074) 08-05
CRA(REVENUE CANADA) T1006 DESIGNATING RRSP WITHDRAWAL 2022
CRA(REVENUE CANADA) T1006 DESIGNATION DE UN RETRAIT D UN REER COMME UN RETRAIT ADMISSIBLE 2022
CRA(REVENUE CANADA) T1036 HOME BUYERS PLAN (HBP) - REQUEST TO WITHDRAW FUNDS FROM AN RRSP 11-23
CRA(REVENUE CANADA) T1036 REGIME DACCESSION A LA PROPRIETE 11-23
CRA(REVENUE CANADA) T1213 DEMANDE DE REDUIRE DES RETENUES D IMPOT A LA SOURCE POUR L ANNEE(S) 2018
CRA(REVENUE CANADA) T1213 REQUEST TO REDUCE TAX DEDUCTIONS AT SOURCE 2018
CRA(REVENUE CANADA) T183 DECLARATION DE RENSEIGNEMENTS POUR LA TRANSMISSION ELECTRONIQUE 2022
CRA(REVENUE CANADA) T183 INFORMATION RETURN ELECTRONIC FILING INDIVIDUALS INCOME TAX BENEFIT RETURN 2022
CRA(REVENUE CANADA) T2030 TRANSFERT DIRECT SELON LE SOUS-ALINEA 601)(v) 2023
CRA(REVENUE CANADA) T2030-DIRECT TRANSFER UNDER SUBPARAGRAPH 60(I)(V) 2023
CRA(REVENUE CANADA) T2033 TRANSFERT DIRECT SELON L ALINEA 146(16)A) OU 146.3(2)E) 2022
CRA(REVENUE CANADA) T2033-DIRECT TRANSFER UNDER PARAGRAPH 146(16)(a) OR 146.3(2)(e) 2022
CRA(REVENUE CANADA) T2151 DIRECT TRANSFER OF A SINGLE AMOUNT UNDER SUBSECTION 147(19) OR SECTION 147 3 2023
CRA(REVENUE CANADA) T2151 TRANSFERT DIRECT MONTANT UNIQUE SELON PARAGRAHPE 147(19) OU ARTICLE 147 3 2023
CRA(REVENUE CANADA) T2217 APPLICATION FOR REGISTRATION AS A REGISTERED INVESTMENT 2016
CRA(REVENUE CANADA) T2217 DEMANDE D ENREGISTREMENT A TITRE DEPLACEMENT ENREGISTRE 2016
CRA(REVENUE CANADA) T2220 TRANSFER FROM RRSP OR RRIF TO ANOTHER RRSP OR RRIF ON MARRIAGE BREAKDOWN 2023
CRA(REVENUE CANADA) T2220 TRANSFER PROVENANT DUN REER OU DUN FERR DANS UN AUTRE REER APRES RUPTURE MARIAGE 2023
CRA(REVENUE CANADA) T3012A RENONCIATION A LIMPOT RETENU SUR LE REMBOURSEMENT DE VOS 2023
CRA(REVENUE CANADA) T3012A TAX DEDUCTION WAIVER ON THE REFUND OF YOUR UNDEDUCTED RRSP CONTRIBUTIONS 2023
CRA(REVENUE CANADA) T4RIF STATEMENT OF A RRIF INCOME (BILINGUAL) 2021
CRA(REVENUE CANADA) T4RIF SUMMARY (BILINGUAL) 2021
CRA(REVENUE CANADA) T4RSP STATEMENT OF RRSP INCOME 2021
CRA(REVENUE CANADA) T4RSP SUMMARY (BILINGUAL) 2021
CRA(REVENUE CANADA) T5008 STATEMENT OF SECURITIES TRANSACTIONS (BILINGUAL) 2017
CRA(REVENUE CANADA) T550 APPLICATION FOR REGISTRATION (RSP ESP RIF) 2016
CRA(REVENUE CANADA) T550 DEMANDE D ENREGISTREMENT CONCERNANT (RER REE FRR) 2016
CRA(REVENUE CANADA) TD1 2019 PERSONAL TAX CREDITS RETURN 2019
CRA(REVENUE CANADA) TD1 DECLARATION DES CREDITS D IMPORT PERSONNELS POUR 2019 2019
CRA(REVENUE CANADA) TD3 CHOIX DES PECHERS CONCERNANT LA RETENUE D IMPOT A LA SOURCE 2018
CRA(REVENUE CANADA) TD3 FISHERS ELECTION TO HAVE TAX DEDUCTED AT SOURCE 2018
GOVERNMENT OF ALBERTA ALBERTA CENTENNIAL EDUCATION SAVINGS GRANT 04-14
GOVERNMENT OF ALBERTA ALBERTA DEMANDE DE SUBVENTION DU REGIME 08-07
MACKENZIE FORMS (E) DCRPP and DPSP Member Information (GP5056) 11-19
MACKENZIE FORMS (E) Disability Savings Plan Application (AP 1037) 02-18
MACKENZIE FORMS (E) Dollar Cost Averaging (DCA) Enrollment Form 12-15
MACKENZIE FORMS (E) Group Retirement Savings Plan - Member Application (AP1006) 11-19
MACKENZIE FORMS (E) Multi-Plan Application (AP1008) 11-19
MACKENZIE FORMS (E) RESP Application (Family Plan Application) (AP1004) 12-20
MACKENZIE FORMS (E) RESP Application (Individual Plan Application) (AP1003) 12-20
MACKENZIE FORMS (E) RESP Withdrawal Form 10-19
MACKENZIE FORMS (E) Transfer Authorization for Registered Investments (T2033) 03-21
MACKENZIE FORMS (F) Achats Periodiques par Sommes fixes (APSF) Formulaire d Adhesion 06-14
MACKENZIE FORMS (F) Autorisation de Transfert de Placements Enregistres (FM2307) 03-21
MACKENZIE FORMS (F) Demande de Souscription Pour Regime d Epargne-Invalidite (AP2037) 02-18
MACKENZIE FORMS (F) Demande Generale (AP2008) 11-19
MACKENZIE FORMS (F) Formulaire de retraide d un REEE 04-18
MACKENZIE FORMS (F) Regime d epargne-etudes (Regime familial) (AP2004) 12-20
MACKENZIE FORMS (F) Regime d epargne-etudes (Regime individuel) (AP2003) 12-20
MACKENZIE FORMS (F) Regime d'epargne-retraite collectif - demande d'adhesion de l'employe (AP2006) 11-19
MACKENZIE FORMS (F) RPACD et RPDB-Renseignements relatifs aux participants (RP6056) 11-19
REVENU QUEBEC GENERAL INFORMATION CONCERNING THE QST AND THE GSTHST (IN-203) 05-04
REVENU QUEBEC GUIDE FOR EMPLOYERS - SOURCE DEDUCTIONS AND CONTRIBUTIONS 2008 (TP-1015.G) 01-08
REVENU QUEBEC INCOME TAX RETURN 2007 (TP-1.D) 12-07