Forms

New option for submitting a transaction request

Click here for more details.

Please submit all transaction request documents to: clientrequest@educatorsfinancialgroup.ca.

Transaction and Contribution Request Agreements

• Pre-Authorized Contribution (PAC) Form
• Pre-Authorized Chequing Agreement
• Systemic Withdrawal Plan (SWP) Form
• PAC and SWP Cancellation Form
• GIC Transaction Request Form
• Transaction Request Form

Account or Product Application Forms

• Registered Investments
• Non-Registered Investments
• TFSA
• RESP
• Canadian Education Savings Grant Application
• Canadian Education Savings Grant Application Annex A
• Canadian Education Savings Grant Application Annex B
• Mortgage Refinance Application (Digital)
• Mortgage Refinance Application (PDF)
• Mortgage for Purchase Application (Digital)
• Mortgage for Purchase Application (PDF)
• Line of Credit Application (Digital)
• Line of Credit Application (PDF)

Account Administration

• Non-Financial Transaction Request Form
• Know Your Client
• Change of Address
• Leverage Risk Disclosure

Change of Beneficiary or Beneficiary Payment Forms

• TFSA Beneficiary
• RESP Education Assistance Payment Form
• Designation of Beneficiaries for Registered Plans
• Contingent Beneficiary Designation Form

Account or Product Transfer Forms

• Non-Registered Transfer Authorization Form
• Registered Transfer Authorization Form
• RESP Transfer Authorization Form