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Applications and Forms
Use the applications and forms below to open new Mackenzie Investments accounts, transfer assets from other institutions and other tasks. You may request printed copies of these forms by contacting Client Relations at 1‑800‑387‑0614 or at service@mackenzieinvestments.com.
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Private Offering – Mackenzie Northleaf Global Private Equity Fund
Private Offering – Mackenzie Private Infrastructure Fund
Private Offering – Mackenzie Greenchip Global Equity Pool
Private Offering – Mackenzie Northleaf Private Credit Fund
Mackenzie Private Wealth Program
- Series PWX/PWX8 Investor Account Agreement Form (Investor signature required)
- Series PWX/PWX8 Disclosure Form (Financial Advisor signature required)
Series FB, FB5, PWFB, PWFB5 and Negotiated Trail
- Series FB, FB5, PWFB, PWFB5 Investor Form (where signature is required)
- Series FB and FB5 Amendment (where signature is required)
- Series FB, FB5, PWFB, PWFB5 Investor Form (where signature is not required)
- Series FB and FB5 Amendment (where signature is not required)
- (Login Required) Negotiated Trail Investor Form (Mackenzie Client Held)
- (Login Required) Negotiated Trail Investor Form (Nominee/Intermediary Account)
Mackenzie Investments Applications and Forms
- First Home Savings Account Application
- Transfer Authorization for Registered & Non-registered Accounts
- Systematic Plans Instruction Form
- Systematic DSC to Fee-for-service Series Switching
- Management Fee Rebate Election Form
- Multi-Plan Application
- RC518 Declaration of Tax Residence for Individuals
- RC519 Declaration of Tax Residence for Entities
- Tax Residency Confirmation Form (Foreign account tax compliance act (FATCA) and common reporting standard (CRS))
- Tax-Free Savings Account Application
- Assignment of Securities Application
- Dollar Cost Averaging (DCA) Enrollment Form
- Flexible Payout Service (FPS) Instruction Form
- (Login Required) Mackenzie ARS – Client Agreement Form
- (Login Required) Amendment to the Mackenzie ARS Client Agreement Form
- Pre-Authorized Chequing (PAC) Agreement
- Telephone Redemption Service (TRS) Application
- Account Linking Form (To be used for a single advisor)
- Account Linking Form (To be used for multiple advisors)
- Manitoba Prescribed Registered Retirement Income Fund Contract (PRIF) Transfer Form
- Registered Representative Acknowledgement of Portfolio Management Registration
Registered Education Savings Plan (RESP)
- RESP – Individual Plan Application
- RESP – Family Plan Application
- RESP Withdrawal Form
- Proof of Enrollment Guidelines
- RESP Government Grant Application Form (SDE0093)
- Annex A – Additional Beneficiaries Application (SDE0093-A)
- Annex B – Primary Caregiver and/or Custodial Parent/Legal Guardian Application (SDE0093-B)
- Annex D – British Columbia Training and Education Savings Grant (BCTESG) (SDE 0093-D)
- CLB Application for Adult Beneficiaries (SDE0107)
- Family RESP Add Beneficiary Form
- RESP Non Financial Update Form
- RESP Transfer Form
- Tax Withholding Waiver on Accumulated Income Payments from RESPs
- RESP Verification of Enrollment
- Quebec Education Savings Incentive – Transfer between RESPs Form
- Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan
Registered Disability Savings Plan (RDSP)
- RDSP Application Form
- Canada Disability Savings Grant and/or Canada Disability Savings Bond Application Form (EMP5608)
- Annex A – Joint Holder Application for Canada Disability Savings Grant and/or Canada Disability Savings Bond (EMP5609)
- Annex B – Primary Caregiver Application for Canada Disability Savings Grant and/or Canada Disability Savings Bond (EMP5610)
- RDSP Transfer Form (Transfer form 1/2 – client signature not required)
- Holder Consent to Registered Disability Savings Plan (RDSP) Transfer (Transfer form 2/2 – client signature required)
- RDSP Disability Assistance Payment and Preauthorized Chequing Form
- RDSP Holder Consent to Non-Holder Contributions Form
- Revocation for Request for Canada Disability Savings Grants/Bonds Form
- Rollover to RDSP Form
- Specified Disability Savings Plan Election Form
- RDSP Help Guide
Mackenzie Investments Group Plans Forms
- Group RRSP Member Application
- Group TFSA Member Application
- Group Plan Sponsor Set Up Form
- Deferred Profit Sharing Plan – Plan Sponsor Set Up Form
- Defined Contribution Registered Pension Plan (DCRPP) – Plan Sponsor Set Up Form
- Defined Contribution Registered Pension Plan and Deferred Profit Sharing Plan (DCRPP/DPSP) – Member Application Form
- Group Plan Member Change Form
Locked-In Addenda
Registered Accounts Transfer Forms
- Registered Transfer Authorization Form (TARI)
- T2033 – Direct Transfer from an RRSP, RRIF, RPP, SPP Form
- T2030 – Direct Transfer from an RRSP, RRIF Form
- T2151 – Direct Transfer from an DPSP, RPP Form
- T2220 – Transfer from an RRSP or RRIF on Marriage Breakdown
- T3012A – Tax Deduction Waiver Form
- LLP – Lifelong Learning Plan (LLP) Request to Withdraw Funds from an RRSP Form
- T1036 – Home Buyer's Plan Request to Withdraw Funds from an RRSP Form
Mackenzie Charitable Giving Program
- Mackenzie Charitable Giving Program Application and Account Opening Form
- Mackenzie Charitable Giving Program Change of Information Form
- Mackenzie Charitable Giving Program Transfer of Securities Form
- Mackenzie Charitable Giving Program Donation Form
- Mackenzie Charitable Giving Program Transfer of Mackenzie Mutual Funds Form
- Mackenzie Charitable Giving Program Eligible Fund Code List
B2B Bank
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
This should not be construed as legal, tax or accounting advice. This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique. We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate. There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document. Please consult your own legal and tax advisor.
Mackenzie developed the Mackenzie Charitable Giving Program with the Strategic Charitable Giving Foundation, a registered Canadian charity. Donations under the program are irrevocable and vest with the Foundation. The information is general in nature and is not intended to be professional tax advice. Each donor’s situation is unique and advice should be received from a financial advisor. Please read the program guide for complete program details, including fees and expenses, before donating.
This material is not intended to constitute an offer of units of Mackenzie Northleaf Private Credit Fund (the “MNPC Fund”). The information contained herein is qualified in its entirety by reference to the Offering Memorandum of the MNPC Fund. Units of the MNPC Fund are generally only available to “accredited investors” (as defined in NI 45-106).