Most forms can be printed and used as such. When printing a form, make sure of its quality and of the number of copies required, when applicable. Some forms can only be viewed on line and we recommend ordering them following the usual procedure.
Some forms may be applicable to a specific province or selected provinces. Make sure to select the appropriate version.
Forms with several duplicates can be printed and filled in one copy, but must absolutely be reproduced in the number of copies required, before being signed by the client. The client must sign all the copies with his/her original signature.
Government forms linked to Investments products.
If you need to search a document or a form in its French version, please go to the French version of the site.
Some insurance coverages include a telephone support service and access to a health and well-being platform. Mention it to your clients when filing a claim or in a meeting.