Advisor Tools and Resources

• Cash and RSP Account application - NBI Funds & Meritage Portfolios*
  Use this form to open a non-registered account, individual, joint, in trust for (IFT), RSP, Locked-in or LIRA.
• CRS-FATCA self-certification for individual
• CRS-FATCA self-certification for business
• Subsequent transaction form - NBI Funds & Meritage Portfolios
• Authorization for the transfer of registered investments - NBI Funds & Meritage Portfolios
  (RSP, LIRA, locked-in RSP, RIF, locked-in RIF, LIF)
  Use this form for transfers between RSPs (except transfers due to a death), transfers from an RSP to a RIF, and transfers between RIFs.
• Authorization for the transfer of non registered account  - NBI Funds & Meritage Portfolios
  Use this form for transfers between non registered accounts
• LIF Compliance declarations  - NBI Funds & Meritage Portfolios (Quebec)
• RIF and LIF account application and transaction form - NBI Funds & Meritage Portfolios*
• Notion of spouse to be removed from RRSP/RRIF - NBI Funds & Meritage Portfolios

**Related addenda are available on Applicable addenda by jurisdiction

• TFSA application form - NBI Funds & Meritage Portfolios
• Authorization for the transfer of a TFSA - NBI Funds & Meritage Portfolios

• FHSA application form - NBI Funds & Meritage Portfolios

• RESP application: NBI Funds & Meritage Portfolios
  Application for opening an education savings plan.
• RESP form - Quick reference: NBI Funds & Meritage Portfolios
• RESP redemption form: NBI Funds & Meritage Portfolios
• Subsequent transaction form

Government Forms

• Transfers between RESPs: SDE 0100-A, SDE 0100-B, SDE 0100-C and SDE 0100-Annex 1
• TP-1029.8.IQ Quebec Education Savings Incentive (QESI)
• SDE 0093 - Canada Education Saving Grant (CESG) and Canada Learning Bond (CLB)
• SDE 0093A - Additional beneficiaries
• SDE 0093B - Primary caregiver and/or Custodial parent/Legal guardian
• Press release - Saskatchewan – Suspension of Advantage Grant for Education Savings (SAGES)
• SDE 0093D - British Columbia Training and Education Savings Grant (BCTESG)
• Reference sheet for CESG and Annex
• SDE 0074 -Over-contributions to RESPs and grant repayment form

• Declaration of transmission by death
  Basic information of the estate.
• Letter of indemnity
  Personal affidavit and indemnity agreement - for all provinces excluding Quebec.
• Designation and change of beneficiary
  Canada except Quebec.
• Schedule E : transaction request for non-residents

Important reminder: with regard to Estate settlement files, kindly send your documentation by email at reception-admin@bnc.ca.