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 Fédéral FRV |
Federal LIF Addendum | Avenant FRV - Fédéral | |
| Federal LIRSP Fédéral RERI |
Federal LIRSP Addendum | Avenant RERI - Fédéral | |
| Federal RLIF Fédéral FRVR |
Federal RLIF Addendum | Avenant FRVR - Fédéral | |
| Federal RLSP Fédéral REIR |
Federal RLSP Addendum | Avenant 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 Nouveau-Brunswick FRV |
NB LIF Addendum | Avenant FRV - NB | |
| New Brunswick LIRA Nouveau-Brunswick CRI |
NB LIRA Addendum | Avenant 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 Ontario FRV |
ON LIF Addendum | Avenant FRV - ON | |
| Ontario LIRA Ontario CRI |
ON LIRA Addendum | Avenant CRI - ON | |
| Quebec LIF Québec FRV |
QC LIF Addendum | Avenant FRV - QC | |
| Quebec LIRA Québec CRI |
QC LIRA Addendum | Avenant CRI - QC | |
| Saskatchewan LIRA | SK LIRA Addendum | s.o. | |
| Saskatchewan PRIF | SK PRIF Addendum | s.o. | |