Advisor Tools and Resources

• Cash and RSP Account application - NBI Funds & Meritage Portfolios*
  Use this form to open a non-registered account, individual, joint, in trust for (IFT), RSP, Locked-in or LIRA.
• CRS-FATCA self-certification for individual
• CRS-FATCA self-certification for business
• Subsequent transaction form - NBI Funds & Meritage Portfolios
• Authorization for the transfer of registered investments - NBI Funds & Meritage Portfolios
  (RSP, LIRA, locked-in RSP, RIF, locked-in RIF, LIF)
  Use this form for transfers between RSPs (except transfers due to a death), transfers from an RSP to a RIF, and transfers between RIFs.
• Authorization for the transfer of non registered account  - NBI Funds & Meritage Portfolios
  Use this form for transfers between non registered accounts
• LIF Compliance declarations  - NBI Funds & Meritage Portfolios (Quebec)
• RIF and LIF account application and transaction form - NBI Funds & Meritage Portfolios*
• Notion of spouse to be removed from RRSP/RRIF - NBI Funds & Meritage Portfolios

**Related addenda are available on Applicable addenda by jurisdiction

Spousal Consent

• 25842-402: NBI - Spouse's/Common-Law Partner's Consent to Transfer to a Prescribed RRIF Contract
• 25844-402: NBI - Form 3 Spouse's Consent to Transfer Locked-In Pension Funds to a LIF or to Receive LIF Type payments directly from a Pension Plan
• 25845-402: Form 1 - Spouse's Consent to Transfer to a RRIF Contract Saskatchewan
• FSRP0007 : Pension Partner Waiver to Permit Up to 50% Unlocking From a Pension Plan on Establishment of a Life Income Type Benefit Account or Life Income Fund (Alberta)
• FSRP0010  : Pension Partner Waiver to Establish a Life Income Fund from a Locked-In Retirement Account (Alberta)
• FSRP0011  : Pension Partner Waiver of Entitlement to a 60% Joint and Survivor Annuity from a Locked-In Account (Alberta)
• FSRP0014  : Pension Partner Waiver to Permit Up to 50% Unlocking from a Locked-In Retirement Account on Establishment of a Life Income Fund or Transfer to a Life Income Type Benefit Fund (Alberta)
• FSRP0015 : Pension Partner Waiver to Establish a Life Income Fund from a Pension Plan (Alberta)

• TFSA application form - NBI Funds & Meritage Portfolios
• Authorization for the transfer of a TFSA - NBI Funds & Meritage Portfolios

• FHSA application form - NBI Funds & Meritage Portfolios

• RESP application: NBI Funds & Meritage Portfolios
  
• RESP form - Quick reference: NBI Funds & Meritage Portfolios
• RESP redemption form: NBI Funds & Meritage Portfolios
• Subsequent transaction form

Grant Forms

• SDE 0093 Application: Canada Education Saving Grant (CESG) and Canada Learning Bond (CLB)
• SDE 0093 Annex A: Additional beneficiaries
• SDE 0093 Annex B: Primary caregiver or their spouse and/or custodial parent/legal guardian
• SDE 0093 Annex D: Application British Columbia Training and Education Savings Grant (BCTESG)
• Reference sheet for SDE0093
• SDE0107: Canada Learning Bond (CLB) Application for Adult Beneficiaries
• SDE 0074: Over-contributions to RESPs and grant repayment form

Transfers between RESPs

• SDE 0100 - Part A: Subscriber request
• SDE 0100 - Annex 1: Additional beneficiaries
• SDE 0100 - Part B: Receiving promoter
• SDE 0100 - Part C: Relinquishing promoter
• TP-1029.8.IQ: Quebec Education Savings Incentive - Transfer Between Registered Education Savings Plans (RESP)

Additional Forms

• Declaration of transmissions by death
• Schedule E: Transaction request for non-residents 

• Declaration of transmission by death
  Basic information of the estate.
• Letter of indemnity
  Personal affidavit and indemnity agreement - for all provinces excluding Quebec.
• Designation and change of beneficiary
  Canada except Quebec.
• Schedule E : transaction request for non-residents

Important reminder: with regard to Estate settlement files, kindly send your documentation by email at reception-admin@bnc.ca.