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

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Offer ends May 31.

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A Simple way to Pay

Introducing mobile wallets for Apple Pay^®, Google Pay^TMand Samsung Pay^®

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Forms and Downloads

Here's where you can find Simplii Financial^TM 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

Cardholder Agreement (PDF, 100 KB)
Certificate of Insurance (PDF, 100 KB)
Benefits Guide (PDF, 100 KB)
Summary of Rates and Fees (PDF, 470 KB)
Privacy Disclosures, Terms and Conditions (PDF, 60 KB)
Consent to Electronic Delivery of Documents (PDF, 225 KB)

Investments

Transfer Authorization for Registered Investments (standard transfer) (2033) (PDF, 220 KB)
TFSA Account Agreement (PDF, 185 KB)
RRSP Withdrawal Request (7390) (PDF, 205 KB)
Home Buyers Plan RRSP Withdrawal (T1036)
Declaration Of Trust (PDF, 180 KB)

Borrowing

Make a creditor’s group life insurance, job loss or disability claim (PDF, 410 KB)
Make a creditor’s group life insurance claim (PDF, 204 KB)
Make a creditor’s group job loss or disability claim (PDF, 380 KB)
Cancel your creditor’s group insurance coverage (PDF, 180 KB)

Other Resources

Products and Services Agreement (PDF, 460 KB)
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