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@mackenzieinvestments.com.

 
MACKENZIE APPLICATIONS AND FORMS
 
Mackenzie Multi-Plan Application English Français
Opening new Registered and Non-Registered
Mackenzie accounts
Mackenzie Flexible Payout Service (FPS) Instruction Form English Français
Opening new Mackenzie FPS accounts
Mackenzie Tax-Free Savings Account (TFSA) Application English Français
Opening new Tax-Free Savings Account
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
RESP Withdrawal Form English Français
To make redemptions from a RESP account
RESP Government Grant Application Form English Français
The following HRSDC form is required to apply
for the Canada Education Savings Grant
Family RESP Add Beneficiary Form English Français
The following HRSDC form is required to add a
beneficiary to a Family Plan
RESP Non Financial Update Form English Français
The following form is required to make
non-financial changes
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
DCA Enrollment Form English Français
 
Mackenzie Registered Disability Savings Plan English Français
 
RDSP Help Guide English Français
 
RDSP Disability Assistance Payment and PAC English Français
 
RDSP Holder Consent to Non-Holder Contributions English Français
 
RDSP Application for CDS Grant/Bond English Français
18 or older
RDSP Application for CDS Grant/Bond English Français
under 18
 
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
RDSP Transfer form English Français
Transferring a Registered Disability Savings 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
QESI Transfer between RESPs Form English Français
Transfer Between Registered Education Savings Plans (RESP)
Revocation Request for CDS Grant/Bond English Français
 
Rollover to RDSP English Français
 
GROUPPLANS - FORMS
 
Group RRSP Member Application Form English Français
 
Group TFSA Member Application Form English Français
 
Group Plan Sponsor Set Up Form English Français
 
DPSP Set Up Form English Français
 
DCRPP Set Up Form English Français
 
DCRPP/DPSP Member Information Form English Français