Applications and Forms
Use the applications and forms below to open new Mackenzie Investments accounts, transfer assets from other institutions and other tasks. You may request printed copies of these forms by contacting Client Relations at 1‑800‑387‑0614 or at service@mackenzieinvestments.com.
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Mackenzie Private Wealth Program
- Series PWX/PWX8 Investor Account Agreement Form (Investor signature required)
- Series PWX/PWX8 Disclosure Form (Financial Advisor signature required)
Series FB, FB5, PWFB, PWFB5 and Negotiated Trail
- Series FB, FB5, PWFB, PWFB5 Investor Form (where signature is required)
- Series FB and FB5 Amendment (where signature is required)
- Series FB, FB5, PWFB, PWFB5 Investor Form (where signature is not required)
- Series FB and FB5 Amendment (where signature is not required)
- (Login Required)Negotiated Trail Investor Form (Mackenzie Client Held)
- (Login Required)Negotiated Trail Investor Form (Nominee/Intermediary Account)
Mackenzie Investments Applications and Forms
- Systematic DSC to Fee-for-service Series Switching
- Management Fee Rebate Election Form
- Multi-Plan Application
- RC518 Declaration of Tax Residence for Individuals
- RC519 Declaration of Tax Residence for Entities
- Tax-Free Savings Account Application
- Assignment of Securities Application
- Dollar Cost Averaging (DCA) Enrollment Form
- Flexible Payout Service (FPS) Instruction Form
- (Login Required)Guided Portfolio Service – Client Agreement Form
- Pre-Authorized Chequing (PAC) Agreement
- Telephone Redemption Service (TRS) Application
- Account Linking Form (To be used for a single advisor)
- Account Linking Form (To be used for multiple advisors)
- Manitoba Prescribed Registered Retirement Income Fund Contract (PRIF) Transfer Form
Registered Education Savings Plan (RESP)
- RESP – Individual Plan Application
- RESP – Family Plan Application
- RESP Withdrawal Form
- RESP Government Grant Application Form (SDE0093)
- Annex A – Additional Beneficiaries Application (SDE0093-A)
- Annex B – Primary Caregiver and/or Custodial Parent/Legal Guardian Application (SDE0093-B)
- Annex C – Saskatchewan Advantage Grant for Education Savings Application (SDE0093-C)
- Annex D – British Columbia Training and Education Savings Grant (BCTESG) (SDE 0093-D)
- Family RESP Add Beneficiary Form
- RESP Non Financial Update Form
- RESP Transfer Form
- Tax Withholding Waiver on Accumulated Income Payments from RESPs
- RESP Verification of Enrollment
- Quebec Education Savings Incentive – Transfer between RESPs Form
Registered Disability Savings Plan (RDSP)
- RDSP Application Form
- Canada Disability Savings Grant and/or Canada Disability Savings Bond Application Form (EMP5608)
- Annex A – Joint Holder Application for Canada Disability Savings Grant and/or Canada Disability Savings Bond (EMP5609)
- Annex B – Primary Caregiver Application for Canada Disability Savings Grant and/or Canada Disability Savings Bond (EMP5610)
- RDSP Transfer Form (Transfer form 1/2 – client signature not required)
- Holder Consent to Registered Disability Savings Plan (RDSP) Transfer (Transfer form 2/2 – client signature required)
- RDSP Disability Assistance Payment and Preauthorized Chequing Form
- RDSP Holder Consent to Non-Holder Contributions Form
- Revocation for Request for Canada Disability Savings Grants/Bonds Form
- Rollover to RDSP Form
- Specified Disability Savings Plan Election Form
- Registered Disability Savings Plan Disability Tax Credit Election Form
- (Login Required)RDSP Help Guide
Mackenzie Investments Group Plans Forms
- Group RRSP Member Application
- Group TFSA Member Application
- Group Plan Sponsor Set Up Form
- Deferred Profit Sharing Plan – Plan Sponsor Set Up Form
- Defined Contribution Registered Pension Plan (DCRPP) – Plan Sponsor Set Up Form
- Defined Contribution Registered Pension Plan and Deferred Profit Sharing Plan (DCRPP/DPSP) – Member Application Form
- Group Plan Member Change Form
Locked-In Addenda
- Locking-In Supplement for a LIF, RLIF, PRRIF or LRIF
- Locking-In Supplement for a LIRA or Locked-in RSP or RLSP
Federal
- Federal LIF Addendum
- Federal LIF Addendum (PRPP)
- Federal LRSP Addendum
- Federal LRSP Addendum (PRPP)
- Federal RLIF Addendum
- Federal RLIF Addendum (PRPP)
- Federal RLSP Addendum
- Federal RLSP Addendum (PRPP)
Registered Accounts Transfer Forms
- Registered Transfer Authorization Form (TARI)
- T2033 – Direct Transfer from an RRSP, RRIF, RPP, SPP Form
- T2030 – Direct Transfer from an RRSP, RRIF Form
- T2151 – Direct Transfer from an DPSP, RPP Form
- T2220 – Transfer from an RRSP or RRIF on Marriage Breakdown
- T3012A – Tax Deduction Waiver Form
- LLP – Lifelong Learning Plan (LLP) Request to Withdraw Funds from an RRSP Form
- T1036 – Home Buyer's Plan Request to Withdraw Funds from an RRSP Form
Mackenzie Charitable Giving Program
- Mackenzie Charitable Giving Program Application and Account Opening Form
- Mackenzie Charitable Giving Program Change of Information Form
- Mackenzie Charitable Giving Program Transfer of Securities Form
- Mackenzie Charitable Giving Program Donation Form
- Mackenzie Charitable Giving Program Transfer of Mackenzie Mutual Funds Form
- Mackenzie Charitable Giving Program Eligible Fund Code List