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Introducing Living Simplii — ideas and tips to simplify your life.
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, 100 KB) Opens a new window in your browser.
- Cash Back Visa* Card Certificate of Insurance (PDF, 100 KB) Opens a new window in your browser.
- Cash Back Visa* Card Benefits Guide (PDF, 100 KB) Opens a new window in your browser.
- Summary of Rates and Fees (PDF, 470 KB) Opens a new window in your browser.
- Credit Card Privacy Disclosures, Terms and Conditions (PDF, 60 KB) Opens a new window in your browser.
- Consent to Electronic Delivery of Documents (PDF, 225 KB) Opens a new window in your browser.
Investments
- Transfer AutOpens a new window in your browser.Opens a new window in your browser.horization for Registered Investments (standard transfer) (2033) (PDF, 220 KB) Opens a new window in your browser.
- Tax-Free Savings Account Agreement (PDF, 185 KB) Opens a new window in your browser.
- RRSP Withdrawal Request (7390) (PDF, 205 KB) Opens a new window in your browser.
- How to withdraw frunds from RRSP(s) under the Home Buyers’ Plan RRSP (T1036)Opens a new window in your browser.
- Retirement Savings Plan Declaration of Trust (PDF, 180 KB) Opens a new window in your browser.
- Make a creditor’s group life insurance, job loss or disability claim (PDF, 410 KB) Opens a new window in your browser.
- Make a creditor’s group life insurance claim (PDF, 205 KB) Opens a new window in your browser.
- Make a creditor’s group job loss or disability claim (PDF, 380 KB) Opens a new window in your browser.
- Cancel your creditor’s group insurance coverage (PDF, 180 KB) Opens a new window in your browser.
- Information on Mortgage Default Insurance (PDF, 40 KB) Opens a new window in your browser.
- Opens a new window in your browser.Opens a new window in your browser.Types of Registered Charges for Real Estate Secured Lending - Standard and Collateral Charges (PDF, 2.3 MB) Opens a new window in your browser.
- Life Insurance Claim on your Simplii Financial Mortgage (PDF, 200 KB) Opens a new window in your browser.