Here, you'll find many of the most common forms and documents required to initiate a transaction.
If you need a specific form or document not listed below, please contact us and we will make it available right away.
Industry Standard Forms and Tools
Retirement Account Forms and Tools
| Form | Description |
|---|---|
| T1006 Gov | Government RRSP Direct Transfer Under Subparagraph 60(l)(v) |
| T2033 Gov | Government RRSP Direct Transfer Under Paragraph 146(16)(a) or 146.3(2)(e) |
| T2151 Gov | Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3 |
| T2220 Gov | Transfer from an RRSP or a RRIF to another RRPS or RRIF on Breakdown of Marriage or Common-Law Partnership |
| T3012 Gov | Tax Deduction Waiver on the Refund of Your Unused RRSP Contributions |
Visit the Canada Revenue Agency Website for more information on the Registered Retirement Savings Plan.
Educational Account Forms and Tools
| Form | Description |
|---|---|
| HRSDC SDE0074 | Overcontributions to RESPs and Grant Repayment Form |
| HRSDC SDE0088-1 | RESP Transfer (Form A: General Information - Subscriber) |
| HRSDC SDE0089 | RESP Transfer (Form B: RESP Account / Beneficiary Transfer Information - Receiving Promoter) |
| HRSDC SDE0090 | RESP Transfer (Form C: RESP Account / Beneficiary Transfer Information - Relinquishing Promoter) |
| HRSDC SDE 0093 | Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) |
| HRSDC SDE 0093 Annex A | CESG and CLB: ANNEX A - Additional Beneficiaries |
| HRSDC SDE 0093 Annex B | CESG and CLB: ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian |
| HRSDC SDE 0093 Annex C | CESG and CLB: ANNEX C - Application: Saskatchewan Advantage Grant for Education Savings (SAGES) |
| RC96 GOV | Life Long Learning Form-Request to withdraw funds from an RRSP |
| SIN APP GOV | Government SIN Application Form |
Visit the Canada Revenue Agency Website for more information on the Registered Educational Saving Plan.
Disability Savings Account Forms and Tools
| Form | Description |
|---|---|
| T2201 E (16) | Disability Tax Credit Certificate |
| MFCDSA | Disability Savings Application |
| MFCDTC | RDSP Disability Tax Credit Election Form |
| MFCHCNC | RDSP Holder Consent to Non-Holder Contributions |
| HCTF | Holder Consent to an RDSP Transfer |
| CDSBG | Canada Disability Savings Grant and/or Canada Disability Savings Bond |
| RRCDSG | Application |
| RORDSP | Revocation for Request for Canada Disability Savings Grants/Bonds Form |
| RDSPDAP | Rollover to RDSP Form |
| JHACDSG | RDSP Disability Assistance Payment and Preauthorized Chequing Form Annex A – Joint Holder Application for Canada Disability Savings Grant and/or |
| PCACDSG | Canada Disability Savings Bond Annex B – Primary Caregiver Application for: Canada Disability Savings Grant and/or Canada Disability Savings Bond |
Visit the Canada Revenue Agency Website for more information on the Registered Disability Savings Plan.
Home Buyers Forms and Tools
| Form | Description |
|---|---|
| T1036 GOV | Home Buyers' Plan (HBP) Request to Withdraw Funds from an RRSP |
Visit the Canada Revenue Agency Website for more information on the Home Buyers Plan.
Other Forms and Tools
| Form | Description |
|---|---|
| T1213 | Request to Reduce Tax Deduction at Source |