Forms
New option for submitting a transaction request
Click here for more details.
Please submit all transaction request documents to: clientrequest@educatorsfinancialgroup.ca.
Transaction and Contribution Request Agreements
- Pre-Authorized Contribution (PAC) Form
- Pre-Authorized Chequing Agreement
- Systemic Withdrawal Plan (SWP) Form
- PAC and SWP Cancellation Form
- GIC Transaction Request Form
- Transaction Request Form
Account or Product Application Forms
Please contact 1.800.263.9541 to speak to one of our financial specialists about opening an investment account.
- Canadian Education Savings Grant Application
- Canadian Education Savings Grant Application Annex A
- Canadian Education Savings Grant Application Annex B
- Mortgage Refinance Application (Digital)
- Mortgage Refinance Application (PDF)
- Mortgage for Purchase Application (Digital)
- Mortgage for Purchase Application (PDF)
- Line of Credit Application (Digital)
- Line of Credit Application (PDF)
Account Administration
- Non-Financial Transaction Request Form
- Know Your Client
- Change of Address
- Leverage Risk Disclosure
- Trusted Contact Person (“TCP”) Consent
Change of Beneficiary or Beneficiary Payment Forms
- Beneficiary Designation for Registered Plans
- FHSA Successor Holder or Other Beneficiary Designation
- RESP Education Assistance Payment Form
- TFSA Successor Holder or Other Beneficiary Designation