Forms and Downloads | Simplii Financial

Accessibility links

  • Skip to Sign On
  • Skip to content
  • Skip to local navigation
  • Skip to chat
Simplii Financial logo Simplii Financial logo
prod

Products and services

  • No Fee Chequing
  • High Interest Savings
  • USD Savings Account
  • Newcomer Banking
  • Student Banking
  • Foreign Currency Savings Accounts
  • International Student Banking
  • View all accounts.

Tools and resources

  • Today's rates
Bearded man doing hand stand on desk

No Fee Chequing Account

No monthly fees. Great rates. As simple as that.™

Tell me more about the No Fee Chequing Account.

Products and services

  • Cash Back Visa*

Tools and resources

  • Rates and fees
  • Frequently asked questions
  • Forms and downloads
  • Debt help
Young man laughing while eating kebabs

Ditch the annual fee

Get cash back rewards with the Simplii Financial™ Cash Back Visa* Card.

Tell me more about the Simplii Cash Back Visa card.

Products and services

  • Explore mortgages
  • Special programs

Tools and resources

  • Learn about home buying
  • Switch your mortgage
  • Manage your mortgage
  • Mortgage prepayment
  • Mortgage rates
  • Mortgage calculators
  • Mortgage relief
Adult and kid playing airplane in livingroom
You’ve got the vision. We’ll help you find the right mortgage.
 
Tell me more about the cash back offer

Products and services

  • Personal Line of Credit
  • Secured Line of Credit
  • Personal Loan
  • Creditor Insurance
  • View all borrowing options.

Tools and resources

  • Today's rates
  • Debt help
Young person smiling and painting

Borrowing can be simple

Find a borrowing option that fits your needs and financial goals.

Learn more about our Simplii borrowing products

Products and services

  • RRSP Savings Account
  • GICs
  • Tax-Free Savings Account
  • Mutual Fund Accounts
  • View all investments.

Tools and resources

  • Retirement plans
  • Education plans
  • Today's rates
Senior woman blowing bubbles

Plant your investment

Watch your money grow. Invest in a 3.65% 5-year GIC today.

Learn more about Simplii GICs

Products and services

  • Join Simplii
  • Ways to Bank
  • Go Digital
  • Direct Deposit
  • INTERAC e-Transfer®
  • Global Money Transfer
  • Foreign Cash

Offers and support

  • Special Offers
  • New to Canada
  • Refer a Friend
  • Today's rates
  • Forms and downloads

Send money abroad at
a great rate

Use Simplii Financial™ Global Money Transfer to send money to friends and family.

Tell me more about Simplii Financial Global Money Transfer.

Help

  • Debt help
  • Preventing fraud

Support

  • Frequently asked questions
  • Seniors support centre
Young woman sitting on couch with laptop

Stop fraudsters sooner

Protect your funds with our handy guide to common scams

Tell me more
Join Simplii

Products and services

  • No Fee Chequing
  • High Interest Savings
  • USD Savings Account
  • Newcomer Banking
  • Student Banking
  • Foreign Currency Savings Accounts
  • International Student Banking
  • View all accounts.

Tools and resources

  • Today's rates
Bearded man doing hand stand on desk

No Fee Chequing Account

No monthly fees. Great rates. As simple as that.™

Tell me more about the No Fee Chequing Account.
Simplii Financial logo Simplii Financial logo
prod
Simplii Financial logo Simplii Financial logo
Simplii Financial logo Simplii Financial logo
Join Simplii
Simplii Financial logo Simplii Financial logo

Are you sure you want to delete this saved card number?

Cancel
Delete
Mobile banking
Online Banking

Sign on to Online banking

Use saved card to sign on to simplii financial online banking
Delete this card as my saved card number
Sign on with a different card number to simplii financial online banking
Reset your password for simplii financial online banking
Register for simplii financial online banking
We're sorry, Simplii Financial Online Banking is currently unavailable. We apologize for any inconvenience.
Legal (updated)

Forms and downloads

Here's where you can find Simplii Financial™ forms, plus important documents you'll need.

Most forms are in PDF format. To use them, download Adobe Acrobat Reader Opens a new window in your browser. .

Credit card

  • Credit card agreement (PDF, 155 KB)Opens a new window
  • Cash Back Visa* Card certificate of insurance (PDF, 100 KB) Opens in a new window.
  • Cash Back Visa* Card benefits guide (PDF, 85 KB) Opens in a new window.
  • Summary of rates and fees (PDF, 130 KB) Opens in a new window.
  • Credit card privacy disclosures, terms and conditions (PDF, 125 KB) Opens in a new window.
  • Consent to electronic delivery of documents (PDF, 225 KB) Opens in a new window.

Investments

  • Transfer authorization for registered investments (standard transfer) (2033) (PDF, 170 KB) Opens in a new window.
  • Tax-Free Savings Account agreement (PDF, 235 KB) Opens in a new window.
  • Tax-Free Savings Account beneficiary form (PDF, 245 KB) Opens a new window in your browser.  Please download the PDF to your desktop to enable the PDF.
  • RRSP withdrawal request (7390) (PDF, 160 KB) Opens in a new window.
  • How to withdraw funds from RRSP(s) under the Home Buyers’ Plan RRSP (T1036) Opens a new window in your browser.
  • Retirement Savings Plan Declaration of Trust (PDF, 130 KB) Opens in a new window.
  • Tax documents and receipt confirmation buckslip (PDF, 85 KB) Opens in a new window.

Borrowing

  • Simplii Personal Lines of Credit – Creditor Insurance Product Summary (PDF, 190 KB) Opens in a new window.
  • Simplii Personal Loans – Creditor Insurance Product Summary (PDF, 175 KB) Opens in a new window.
  • Make a creditor’s group life insurance, job loss or disability claim (PDF, 145 KB) Opens in a new window.
  • Make a creditor’s group life insurance claim (PDF, 100 KB) Opens in a new window.
  • Make a creditor’s group job loss or disability claim (PDF, 135 KB) Opens in a new window.
  • Cancel your creditor’s group insurance coverage (PDF, 90 KB) Opens in a new window.

Mortgages

  • Simplii Mortgages – Creditor Insurance Product Summary (PDF, 430 KB) Opens in a new window.
  • Information on mortgage default insurance (PDF, 90 KB) Opens in a new window.
  • Types of registered charges for real estate secured lending — standard and collateral charges (PDF, 135 KB) Opens in a new window.
  • Life insurance claim on your Simplii Financial Mortgage (PDF, 200 KB) Opens a new window in your browser.

Global Money Transfer

  • Global Money Transfer agreement (PDF, 140 KB) Opens a new window in your browser.
  • Opens a new window in your browser.Global Money Transfer referral program terms and conditions (PDF, 115 KB) Opens in a new window.

Foreign cash

  • Foreign Cash Online agreement (PDF, 150 KB) Opens in a new window.
  • Foreign Cash referral program terms and conditions (PDF, 90 KB) Opens a new window in your browser.

Other resources

  • Products and services agreement (PDF, 460 KB) Opens in a new window.
  • Canada Revenue Agency Opens in a new window.
  • Estate guide (PDF, 365 KB) Opens in a new window.

About us

  • About Simplii
  • Accessibility at Simplii
  • News Releases
  • Corporate Responsibility Opens in a new window. Opens in a new window.

Privacy and protection

  • CDIC Deposit Insurance Information Opens in a new window. Opens a new window.
  • Legal and Privacy
  • Cookie Policy

Support

  • Today's Rates
  • Site Map
  • Go Digital

Help

  • FAQ
  • Contact Us
  • Feedback Opens in a new window.

General inquiries

  • 1-888-723-8881
  • talktous@simplii.com

Get social with us

  • Opens a new window.
  • Opens a new window.

Simplii Financial Website – Copyright © Simplii Financial.

×