Financial Planning
RRSPs, RRIFs
Registered Education Savings Plans
Our Family Of Funds
Access To All Other Funds
Lending
Pre-Authorized Contribution Plans
Electronic Funds Transfer
Payroll Deduction Investment Plans
Application Forms
Special and/or Retirement Gratuities
 
Educators Financial Group provides financial planning advice and services to active and retired educators – all at no cost.
Contact us
1-800-263-9541
or 416-752-6843
E: info@educators
financialgroup.ca
 

The Following documents require the free Adobe Acrobat Reader Plugin®, please get the plugin by clicking on the image to the left.

New Feature: Fillable PDF Application Forms

You can now fill our Application Forms directly from your computer. To do so, click on the Fillable PDF option to download the form, and then simply type in the required information.

 

If you prefer to print the form first and then fill it in, you can do so by downloading the Regular Form.

Please note, forms will still need to be submitted in paper.

     

Registered Investment Application

Download the application form:
Regular | Fillable PDF


 

Appointment or Change of Beneficiary

To download the Appointment or Change of Beneficiary Form, click here or on the image.


     

Non-Registered Application

Download the application form:
Regular | Fillable PDF


 

Know Your Client Form

To download the Know Your Client Form, click here or on the image.


     

RESP (Registered Education Savings Plan) Application Form

Download the application form:
Regular | Fillable PDF


 

Pre-Authorized Contribution Form

To download the Applications Form, click here or on the image.

     

Tax Free Savings Account Application Form

Download the application form:
Regular | Fillable PDF

 

Pre-Authorized Contribution Cancellation Form

To download the Pre-Authorized Contribution Cancellation, click here or on the image.

     

TFSA Application Form Amendment

Download the application form:
Regular | Fillable PDF

 

Pre-Authorized Chequing Agreement

To download the Pre-Authorized Chequing Agreement, click here or on the image.

     

Mortgage Application Form

To download the Mortgage Application Form, click here or on the image.

 

Risk Disclosure Form

To download the Risk Disclosure Form, click here or on the image.

     

Transaction Request Form

To download the Transaction Request Form, click here or on the image.

 

Transfer Authorization Form

To download the Transfer Authorization Form, click here or on the image.