Dear Plan Holder:
The Declarations of Trust & Terms and Conditions associated with the change in trustee are available below.
If you have any questions regarding this change, please contact your Investment Advisor/ Portfolio Manager.
Thank you.
| Form/Formulaire | English | Français |
| Education Savings Plan (Family) Régime d’épargne-études (familial) |
RESP - Family Application | Demande de REEE familial |
| Education Savings Plan (Family) Declaration of Trust Déclaration de fiducie - Régime d’épargne-études (familial) |
RESP - Family Declaration of Trust | Déclaration de fiducie - REEE familial |
| Education Savings Plan (Individual) Régime d’épargne-études (individuel) |
RESP - Individual Application | Demande de REEE individuel |
| Education Savings Plan (Individual) Declaration of Trust Déclaration de fiducie - Régime d’épargne-études (individuel) |
RESP - Individual Declaration of Trust | Déclaration de fiducie - REEE individuel |
| Retirement Savings Plan/Retirement Income Fund Application Demande de régime d’épargne-retraite ou de fonds de revenu de retraite |
RSP-RIF Application | Demande de RER-FRR |
| Self-Directed Retirement Savings Plan Declaration of Trust Déclaration de fiducie - Régime d'épargne-retraite autogéré |
RSP Declaration of Trust | Déclaration de fiducie - RER |
| Self-Directed Retirement Income Fund Declaration of Trust Déclaration de fiducie - Fonds de revenu de retraite autogéré |
RIF Declaration of Trust | Déclaration de fiducie - FRR |
| Tax-Free Savings Account Application Demande de compte d’épargne libre d’impôt |
TFSA Application | Demande de CELI |
| Self-Directed Tax-Free Savings Account Declaration of Trust Déclaration de fiducie - Compte d'épargne libre d’impôt autogéré |
TFSA Declaration of Trust | Déclaration de fiducie - CELI |
| Addendums | ||
| Alberta LIF | AB LIF Addendum | s.o. |
| Alberta LIRA | AB LIRA Addendum | s.o. |
| British Columbia LIF | BC LIF Addendum | s.o. |
| British Columbia LIRA | BC LIRA Addendum | s.o. |
| Federal LIF FRV fédéral |
Federal LIF Addendum | Avenant d'un FRV fédéral |
| Federal LIRSP RERI fédéral |
Federal LIRSP Addendum | Avenant d'un RERI fédéral |
| Federal RLIF FRVR fédéral |
Federal RLIF Addendum | Avenant d'un FRVR fédéral |
| Federal RLSP REIR fédéral |
Federal RLSP Addendum | Avenant d'un REIR fédéral |
| Manitoba LIF | MB LIF Addendum | s.o. |
| Manitoba LIRA | MB LIRA Addendum | s.o. |
| Manitoba PRIF | MB PRIF Addendum | s.o. |
| New Brunswick LIF FRV du Nouveau-Brunswick |
NB LIF Addendum | Avenant d'un FRV (NB) |
| New Brunswick LIRA CRI du Nouveau-Brunswick |
NB LIRA Addendum | Avenant d'un CRI (NB) |
| Newfoundland LIF | NF LIF Addendum | s.o. |
| Newfoundland LIRA | NF LIRA Addendum | s.o. |
| Newfoundland LRIF | NF LRIF Addendum | s.o. |
| Nova Scotia LIF | NS LIF Addendum | s.o. |
| Nova Scotia LIRA | NS LIRA Addendum | s.o. |
| Ontario LIF FRV de l'Ontario |
ON LIF Addendum | Avenant d'un FRV (Ontario) |
| Ontario LIRA CRI de l'Ontario |
ON LIRA Addendum | Avenant d'un CRI (Ontario) |
| Quebec LIF FRV du Québec |
QC LIF Addendum | Avenant d'un FRV (Québec) |
| Quebec LIRA CRI du Québec |
QC LIRA Addendum | Avenant d'un CRI (Québec) |
| Saskatchewan LIRA | SK LIRA Addendum | s.o. |
| Saskatchewan PRIF | SK PRIF Addendum | s.o. |