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Applications & Forms

Forms to support your administrative requirements. For additional support please email us NEIclientservices@neiinvestments.com or by telephone 1.­­888.­809.­3333.  

Operational Forms
Account Application Redirection Redemption Proceeds Tax Free Savings Account
Electronic Fund Transfer(EFT) Subsequent Investment Instructions Transfer Authorization - Registered Plans
Fax Order Transmittal Systematic Plans Instructions
RRSP Group Forms
Employer Set-Up Supplemental Agreement
RESP Operational Forms
Application(Family) Beneficiary Designation Status Change
Application(Individual) Overcontribution Withdrawal
RESP Government Forms
Alberta Centennial Education Savings Grant Education Savings Grant (HRSDC Form #0069)
Basic and Additional CESG & CLB (HRSDC Form #0071) HRSDC Transfer Form A (Form #SDE0088)
Basic and Additional CESG & CLB (HRSDC Form #0073) HRSDC Transfer Form B (Form #SDE0089)
HRSDC Transfer Form C (Form #SDE0090)  
Available Loan Programs & Forms
B2B Trust Investment Loan Application Letter of Direction
B2B Trust RRSP Loan Application Movable Hypothec on Investment Securities
B2B Distribution Alliance RRSP Loan Program B2B Application Process for NEI Investments

 

Locked-In Forms

Alberta 
Form 6 Letter of Direction LIRA(1) Life Income Fund Small Amount Application
Letter of Direction LIF & LRIF Letter of Direction LIRA(2) Locked-In Retirement Savings Plan  
British Columbia
Life Income Fund  Locked-In Retirement Savings Plan
Federal
Life Income Fund  Locked-In Retirement Savings Plan
Manitoba 
Application for a Transfer to a PRIF Locked-In Retirement Account Prescribed Retirement Income Fund
Information for Approval of Transfer to a PRIF Locked-In Retirement Income Fund Spouse's Consent to Transfer to a PRIF
Life Income Fund  
New Brunswick
Life Income Fund Locked-In Retirement Account   Locked-In Retirement Income Fund
Newfoundland
Life Income Fund Locked-In Retirement Account  Locked-In Retirement Income Fund 
Spouse Consent to LIF/LRIF Purchase  
Nova Scotia
Life Income Fund Locked-In Retirement Account  
Ontario
Life Income Fund Locked-In Retirement Account Spouse's Consent to LIF/LRIF Purchase
Quebec
Life Income Fund Schedule 0.9 – Declaration of the Purchaser when transferring sums to a LIF
Locked-In Retirement Account Schedule 0.9.1 – Declaration of the Purchase when transferring sums to a LIF
Saskatchewan
Locked-In Retirement Account Prescribed Retirement Income fund Spouse’s Consent to Transfer to a RRIF - Form 1
Waiver of Designated Beneficiary Status under a RRIF - Form 2
© Copyright 2013 Northwest and Ethical Investments L.P. All rights reserved | Northwest Funds, NEI Investments and Ethical Funds are divisions of Northwest & Ethical Investments L.P
1 Based on the retail mutual funds market share as per Canadian Socially Responsible Investment Review 2010 (Appendix C). Also see link to Comparison Canadian SRI Companies.