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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.
- Tax-Free Savings Account agreement effective April 19, 2020 (PDF, 160 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)
- 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.