Resources
Forms and Applications
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Group Savings Program
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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.
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Group - AGF - Electronic Banking Fax Confirmation Form
This document must be faxed to AGF the same day the deposit is made electronically
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Group - AGF - Contribution Report
Use this report when setting up the plan. The employer will receive an updated report from AGF after each remittance.
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Group Proposal Request Form
Order customized booklets to promote the AGF Group Savings Program and your services for your first meeting with potential clients.
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Group - AGF - Company Profile Form
Form to officially open an AGF Group Program with an employer
December 12, 2017
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Harmony Forms and Applications
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Harmony - Embedded Series FlexFee Option Advisor Form
Harmony - Embedded Series FlexFee Option Advisor Form
September 11, 2017 -
Harmony - Family Performance Report Summary
Harmony - Family Performance Report Summary
May 23, 2017 -
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Harmony - Wrap Series Fee Reduction Request Form
Harmony - Wrap Series Fee Reduction Request Form
May 23, 2013 -
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Harmony Transfer Authorization for Registered Investments (TARI)
Harmony Transfer Authorization for Registered Investments (TARI)
November 14, 2017
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Investment Applications
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Locked-In Addenda
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Annual 10% Free Amount Switch and Matured Units Processing Forms
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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
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Pre-Authorized Chequing
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Harmony - Pre-authorized Chequing Agreement
Harmony - Pre-authorized Chequing Agreement
February 12, 2013 -
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RESP
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Registered Education Savings Plan (RESP) Redemption Form
Registered Education Savings Plan (RESP) Redemption Form
August 28, 2017 -
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
July 07, 2016 -
Registered Education Savings Plan (RESP) Transfer Form A
Registered Education Savings Plan (RESP) Transfer Form A
January 02, 2013 -
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 -
Saskatchewan Advantage Grant for Education Savings (SAGES) Application form - ANNEX C
SAGES (Saskatchewan Advantage Grant for Education Savings) application. (ANNEX C)
June 01, 2014 -
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 -
Quebec Education Savings Incentive (QESI) Transfer Form
Quebec Education Savings Incentive (QESI) Transfer Form
March 14, 2014
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RRIF
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RRSP
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TFSA
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Transfer Authorization Forms
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Harmony Transfer Authorization for Registered Investments (TARI)
Harmony Transfer Authorization for Registered Investments (TARI)
November 14, 2017 -
AGF Transfer Authorization for Registered Investments (TARI)
AGF Transfer Authorization for Registered Investments (TARI)
November 14, 2017
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