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
Account or Product Application Forms
Please contact 1.800.263.9541 to speak to one of our financial specialists about opening an investment account.
Account Administration
Change of Beneficiary or Beneficiary Payment Forms
Account or Product Transfer Forms