MUTUAL FUNDS
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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 Guaranteed Investment Funds (GIF) Multi-Plan Application -
 English Français
Opening a Mackenzie Guaranteed Investment Fund Account
Mackenzie Tax-Free Savings Account (TFSA) Application - English Français
Opening new Tax-Free Savings Account
Mackenzie TFSA GIF Application Form - English Français
Purchase a Mackenzie Guaranteed Investment Fund (GIF) within
a Mackenzie Tax-Free Savings Account (TFSA)
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
Government Grant Application Forms English Français
The following HRSDC forms are required to apply
for the Canada Education Savings Grant.
Pre-Authorized Chequing (PAC) Agreement - English Français

Used for setting up a pre-authorized debit from a bank
account to purchase Mackenzie mutual funds.

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

 
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 a RRIF to a RRSP
T2151 English Français
Transferring a RPP to an RRSP or LIRA/Locked-in
RRSP
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