Document Centre

Here, you'll find many of the most common forms and documents required to initiate a transaction.

If you need a specific form or document not listed below, please contact us and we will make it available right away.

Industry Standard Forms and Tools

Retirement Account Forms and Tools

FormDescription
T1006 GovGovernment RRSP Direct Transfer Under Subparagraph 60(l)(v)
T2033 GovGovernment RRSP Direct Transfer Under Paragraph 146(16)(a) or 146.3(2)(e)
T2151 GovDirect Transfer of a Single Amount Under Subsection 147(19) or Section 147.3
T2220 GovTransfer from an RRSP or a RRIF to another RRPS or RRIF on Breakdown of Marriage or Common-Law Partnership
T3012 GovTax Deduction Waiver on the Refund of Your Unused RRSP Contributions

Visit the Canada Revenue Agency Website for more information on the Registered Retirement Savings Plan.

Educational Account Forms and Tools

FormDescription
HRSDC SDE0074Overcontributions to RESPs and Grant Repayment Form
HRSDC SDE0088-1RESP Transfer (Form A: General Information - Subscriber)
HRSDC SDE0089RESP Transfer (Form B: RESP Account / Beneficiary Transfer Information - Receiving Promoter)
HRSDC SDE0090RESP Transfer (Form C: RESP Account / Beneficiary Transfer Information - Relinquishing Promoter)
HRSDC SDE 0093Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
HRSDC SDE 0093 Annex ACESG and CLB: ANNEX A - Additional Beneficiaries
HRSDC SDE 0093 Annex BCESG and CLB: ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian
HRSDC SDE 0093 Annex CCESG and CLB: ANNEX C - Application: Saskatchewan Advantage Grant for Education Savings (SAGES)
RC96 GOVLife Long Learning Form-Request to withdraw funds from an RRSP
SIN APP GOVGovernment SIN Application Form

Visit the Canada Revenue Agency Website for more information on the Registered Educational Saving Plan.

Disability Savings Account Forms and Tools

FormDescription
T2201 E (16)Disability Tax Credit Certificate
MFCDSADisability Savings Application
MFCDTCRDSP Disability Tax Credit Election Form
MFCHCNCRDSP Holder Consent to Non-Holder Contributions
HCTFHolder Consent to an RDSP Transfer
CDSBGCanada Disability Savings Grant and/or Canada Disability Savings Bond
RRCDSGApplication
RORDSPRevocation for Request for Canada Disability Savings Grants/Bonds Form
RDSPDAPRollover to RDSP Form
JHACDSGRDSP Disability Assistance Payment and Preauthorized Chequing Form
Annex A – Joint Holder Application for Canada Disability Savings Grant and/or
PCACDSGCanada Disability Savings Bond
Annex B – Primary Caregiver Application for: Canada Disability Savings Grant and/or Canada Disability Savings Bond

Visit the Canada Revenue Agency Website for more information on the Registered Disability Savings Plan.

Home Buyers Forms and Tools

FormDescription
T1036 GOVHome Buyers' Plan (HBP) Request to Withdraw Funds from an RRSP

Visit the Canada Revenue Agency Website for more information on the Home Buyers Plan.

Other Forms and Tools

FormDescription
T1213Request to Reduce Tax Deduction at Source

Other Documents and Tools

FormDescription
DOWNLOADClient Relationship Document
DOWNLOADFund Facts Guide
DOWNLOADAccount Agreement
DOWNLOADCharges and Compensation Document

Note: All forms should be completed in consultation with your Financial Advisor or Planner.

The Value of Advice

Canadians with financial advisors are more confident  about their future.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.

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To obtain access to your accounts, email us or contact us at 1-800-608-7707 ext. 242.

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