MACKENZIE APPLICATIONS & FORMS |
| |
| The following forms are used when opening
new accounts with Mackenzie and for transferring assets from other institutions.
You may request printed copies of these forms by contacting Client Services
at 1-800-387-0614, or locally at 416-922-3217, or by e-mail at service@mackenziefinancial.com. |
|
| MACKENZIE APPLICATIONS AND FORMS |
| |
| Mackenzie Multi-Plan Application - |
English |
Français |
Opening new Registered and Non-Registered
Mackenzie accounts |
| Mackenzie Multi-Plan Application: Writeable - |
English |
Français |
Opening new Registered and Non-Registered
Mackenzie accounts |
| Mackenzie RESP – Individual Plan Application - |
English |
Français |
| Opening new RESP accounts for a single
child |
| Mackenzie RESP – Family Plan Application - |
English |
Français |
Opening new RESP accounts for multiple
beneficiaries in the same family |
| Mackenzie RESP EAP form - |
English |
Français |
| To make redemptions from a RESP account |
| CESG Grant Application |
English |
Français |
This is the HRSDC form required to
apply
for the Canada Education Savings Grant. |
| Mackenzie Segregated Fund Account Application - |
English |
Français |
| Opening new Segregated Fund Accounts
|
| Telephone Redemption Service (TRS) - |
English |
Français |
Setting up telephone redemption service
on a
Mackenzie non-registered account |
| Chequing Service Application - |
English |
Français |
Setting up chequing services on an
existing non-
registered accounts holding Mackenzie Sentinel
Cash Management Fund |
| Assignment of Securities Application - |
English |
Français |
Used when assigning funds in a Mackenzie
non-
registered account to secure a loan |
Assignment of Securities Application
(Segregated Funds) - |
English |
|
Used when assigning Mackenzie Segregated
Funds to secure a loan |
|
| REGISTERED ACCOUNT TRANSFER FORMS |
| |
| Registered Transfer Authorization Form (TARI) |
English |
Français |
| Used when transferring registered investments |
| T2033 |
English |
Français |
Transferring a RRSP plan to Mackenzie
from another
fund company or trustee. |
| T2030 |
English |
Français |
| Transferring from one RRSP/RRIF to another RRSP/RRIF |
| T2151 |
English |
Français |
Transferring a RPP to an RRSP or
LIRA/Locked-in
RRSP |
| T2037 |
English |
Français |
| Transfer of a LIRA/Locked in RRSP
to an Annuity |
| T2220 |
English |
Français |
Division of Registered assets as
a result of
marriage breakdown |
| T3012A |
English |
Français |
| RRSP over-contribution redemption
|
| LLP |
English |
Français |
| Lifelong Learning Plan |
| HBP – T1036 |
English |
Français |
| Home Buyers' Plan Redemption from RRSP |
| RESP Transfer Form |
English |
Français |
Transferring an existing RESP from
another
institution |
| RESP AIP Transfer to RRSP |
English |
Français |
| Transferring of AIP payments to an
RRSP |
| |
