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Forms and Applications

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Forms and Applications

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Account Opening Forms and Applications
- AGF Investment Application
  
  AGF Investment Application
  
  June 02, 2021
- AGF Funds TFSA Application Form
  
  AGF Funds TFSA Application Form
  
  October 02, 2020
- FATCA/CRS - Declaration of Tax Residence for Individuals – Part XVIII and Part XIX of the Income Tax Act
- FATCA/CRS - Declaration of Tax Residence for Entities – Part XVIII and Part XIX of the Income Tax Act
- Pre-authorized Chequing Agreement
  
  Pre-authorized Chequing Agreement
  
  September 15, 2017
- AGF Account Linking Agreement Form
  
  AGF Account Linking Agreement Form
  
  August 03, 2018
- AGF Matured Units Processing Form
  
  AGF Matured Units Processing Form
  
  August 16, 2017
- AGF 10% Free Amount Switch Consent and Disclosure Form (Modifiable)
  
  Use this form to obtain client consent to providing standing instructions to switch the available 10% free amount into the Front End version of the same fund on an annual basis.
  
  May 25, 2017
Education Savings Plans
- Registered Education Savings Plan (RESP) Redemption Form
  
  Registered Education Savings Plan (RESP) Redemption Form
  
  August 28, 2017
- Quebec Education Savings Incentive (QESI) Transfer Form
  
  Quebec Education Savings Incentive (QESI) Transfer Form
  
  March 14, 2014
- Registered Education Savings Plan (RESP) Transfer Form A
  
  Registered Education Savings Plan (RESP) Transfer Form A
  
  September 01, 2020
- British Columbia Training and Education Savings Grant (BCTESG) Application Form - ANNEX D
  
  British Columbia Training and Education Savings Grant (BCTESG) Application Form - ANNEX D
  
  June 01, 2017
- Saskatchewan Advantage Grant for Education Savings (SAGES) Application form - ANNEX C
  
  SAGES (Saskatchewan Advantage Grant for Education Savings) application. (ANNEX C)
  
  June 01, 2014
- Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX B
  
  Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian
  
  January 01, 2018
- Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX A
  
  Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX A - Additional Beneficiaries
  
  June 01, 2017
- Basic and Additional Canada Education Savings Grant & Canada Learning Bond Application
  
  January 01, 2018
- AGF Registered Educational Savings Plan (RESP) Application
  
  Use this new consolidated application to open one of the following education savings plan accounts: single beneficiary plan, family plan
  
  February 20, 2020
CRA Forms and Transfer Authorization
- T1090 - Death of a RRIF Annuitant - Designated Benefit
- Refund of Unused RRSP Contributions Form
- Lifelong Learning Plan Withdrawal Form
- Home Buyer's Plan Withdrawal Form
- Transfer upon Marriage Breakdown - T2220
- DPSP and RPP Transfers - T2151
- Direct Transfer Under Subparagraph 60(l)(v) - T2030
- AGF Transfer Authorization for Registered Investments (TARI)
  
  AGF Transfer Authorization for Registered Investments (TARI)
  
  November 14, 2017
Group Savings Program
- Group - AGF - Company Profile Form
  
  Form to officially open an AGF Group Program with an employer
  
  December 12, 2017
- Group Proposal Request Form
  
  Order customized booklets to promote the AGF Group Savings Program and your services for your first meeting with potential clients.
- Group - AGF - Contribution Report
  
  Use this report when setting up the plan. The employer will receive an updated report from AGF after each remittance.
- Group - AGF - Electronic Banking Fax Confirmation Form
  
  This document must be faxed to AGF the same day the deposit is made electronically
- Group - AGF - Change of investment instructions notification
  
  Employees complete this form when their address changes or if they wish to update their standing investment instructions.
Locked-In Addenda
- Locked in Addendum - Saskatchewan
  
  AGF Locked in Addendum - Saskatchewan
  
  September 05, 2018
- Locked in Addendum - Quebec
  
  AGF Locked in Addendum - Quebec
  
  October 15, 2017
- Locked in Addendum - Ontario
  
  AGF Locked in Addendum - Ontario
  
  September 05, 2018
- Locked in Addendum - Nova Scotia
  
  AGF Locked in Addendum - Nova Scotia
  
  April 01, 2020
- Locked in Addendum - Newfoundland and Labrador
  
  AGF Locked in Addendum - Newfoundland and Labrador
  
  December 18, 2018
- Locked in Addendum - New Brunswick
  
  AGF Locked in Addendum - New Brunswick
  
  October 15, 2017
- Locked in Addendum - Manitoba
  
  AGF Locked in Addendum - Manitoba
  
  September 05, 2018
- Locked in Addendum - Federal
  
  AGF Locked in Addendum - Federal
  
  April 01, 2020
- Locked in Addendum - British Columbia
  
  AGF Locked in Addendum - British Columbia
  
  October 15, 2017
- Locked in Addendum - Alberta
  
  AGF Locked in Addendum - Alberta
  
  October 15, 2017
Declarations of Trust and Terms and Conditions for AGF Registered Plans

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Forms and Applications

Resources

Forms and Applications

Select items to download or email?

0item(s) selected

AGF Investment Application

AGF Investment Application

AGF Funds TFSA Application Form

AGF Funds TFSA Application Form

FATCA/CRS - Declaration of Tax Residence for Individuals – Part XVIII and Part XIX of the Income Tax Act

FATCA/CRS - Declaration of Tax Residence for Entities – Part XVIII and Part XIX of the Income Tax Act

Pre-authorized Chequing Agreement

Pre-authorized Chequing Agreement

AGF Account Linking Agreement Form

AGF Account Linking Agreement Form

AGF Matured Units Processing Form

AGF Matured Units Processing Form

AGF 10% Free Amount Switch Consent and Disclosure Form (Modifiable)

Use this form to obtain client consent to providing standing instructions to switch the available 10% free amount into the Front End version of the same fund on an annual basis.

Registered Education Savings Plan (RESP) Redemption Form

Registered Education Savings Plan (RESP) Redemption Form

Quebec Education Savings Incentive (QESI) Transfer Form

Quebec Education Savings Incentive (QESI) Transfer Form

Registered Education Savings Plan (RESP) Transfer Form A

Registered Education Savings Plan (RESP) Transfer Form A

British Columbia Training and Education Savings Grant (BCTESG) Application Form - ANNEX D

British Columbia Training and Education Savings Grant (BCTESG) Application Form - ANNEX D

Saskatchewan Advantage Grant for Education Savings (SAGES) Application form - ANNEX C

SAGES (Saskatchewan Advantage Grant for Education Savings) application. (ANNEX C)

Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX B

Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX B - Primary Caregiver and/or Custodial Parent/Legal Guardian

Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX A

Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) - ANNEX A - Additional Beneficiaries

Basic and Additional Canada Education Savings Grant & Canada Learning Bond Application

AGF Registered Educational Savings Plan (RESP) Application

Use this new consolidated application to open one of the following education savings plan accounts: single beneficiary plan, family plan

T1090 - Death of a RRIF Annuitant - Designated Benefit

Refund of Unused RRSP Contributions Form

Lifelong Learning Plan Withdrawal Form

Home Buyer's Plan Withdrawal Form

Transfer upon Marriage Breakdown - T2220

DPSP and RPP Transfers - T2151

Direct Transfer Under Subparagraph 60(l)(v) - T2030

AGF Transfer Authorization for Registered Investments (TARI)

AGF Transfer Authorization for Registered Investments (TARI)

Group - AGF - Company Profile Form

Form to officially open an AGF Group Program with an employer

Group Proposal Request Form

Order customized booklets to promote the AGF Group Savings Program and your services for your first meeting with potential clients.

Group - AGF - Contribution Report

Use this report when setting up the plan. The employer will receive an updated report from AGF after each remittance.

Group - AGF - Electronic Banking Fax Confirmation Form

This document must be faxed to AGF the same day the deposit is made electronically

Group - AGF - Change of investment instructions notification

Employees complete this form when their address changes or if they wish to update their standing investment instructions.

Locked in Addendum - Saskatchewan

AGF Locked in Addendum - Saskatchewan

Locked in Addendum - Quebec

AGF Locked in Addendum - Quebec

Locked in Addendum - Ontario

AGF Locked in Addendum - Ontario

Locked in Addendum - Nova Scotia

AGF Locked in Addendum - Nova Scotia

Locked in Addendum - Newfoundland and Labrador

AGF Locked in Addendum - Newfoundland and Labrador

Locked in Addendum - New Brunswick

AGF Locked in Addendum - New Brunswick

Locked in Addendum - Manitoba

AGF Locked in Addendum - Manitoba

Locked in Addendum - Federal

AGF Locked in Addendum - Federal

Locked in Addendum - British Columbia

AGF Locked in Addendum - British Columbia

Locked in Addendum - Alberta

AGF Locked in Addendum - Alberta

AGF RRSP and RRIF Declaration of Trust