Documents

For a complete list of legal and regulatory documents 

for BMO Mutual Funds and BMO ETFs, click here.

Date

Title

Document type

Plans

April 28, 2021

BMO TFSA (Advisor) Application Form (SKU# 2014)

Forms
March 17, 2021

LIBOR Termination Update

Announcements
December 9, 2020

RC519e – Declaration of Tax Residence for Entities – Part XVIII and Part XIX of the Income Tax Act

Forms
December 9, 2020

RC518e – Declaration of Tax Residence for Individuals – Part XVIII and Part XIX of the Income Tax Act

Forms
August 10, 2020

RDSP (Advisor) Redemption Form (SKU#2047)

Forms
August 7, 2020

IBOR Transition – An Introduction

Announcements
June 8, 2020

Addendum for Life Income Fund (LIF) – Nova Scotia (SKU#2070)

Forms
June 8, 2020

BMO Retirement Income Fund (Advisor) Application Form (SKU# 2004)

Forms
June 8, 2020

BMO (Advisor) Application Form (Non-Registered/Registered) (SKU# 2000)

Forms
June 8, 2020

Dollar Cost Averaging (DCA) form for existing accounts (SKU#2040)

Forms
June 8, 2020

Pre-Authorized Chequing Plan (PAC) for existing accounts (Non-Registered/RRSP/RESP/RDSP/TFSA) (SKU# 2018)

Forms
June 8, 2020

Addendum for Locked-In Retirement Account (LIRA) – Nova Scotia (SKU#2069)

Forms
June 8, 2020

RESP (Advisor) Redemption Form (SKU#2037)

Forms
June 8, 2020

BMO Education Savings Plan (Advisor) Application Form (SKU# 2002)

Forms
June 8, 2020

BMO Disability Savings Plan (Advisor) Application Form (SKU# 2016)

Forms
2019
July 28, 2021

Addendum for Locked-In RRSP (LRSP) – British Columbia

Forms
July 28, 2021

Series Support T Class brochure

July 28, 2021

Series F, F4, F6 and ETF Fund Codes & Fees

Product Overview
April 29, 2019

Addendum for Life Income Fund (LIF) – Quebec

Forms
April 29, 2019

Addendum for Life Income Fund (LIF) – Ontario

Forms
April 29, 2019

Addendum for Life Income Fund (LIF) – Newfoundland and Labrador

Forms
April 29, 2019

Addendum for Life Income Fund (LIF) – New Brunswick

Forms
April 29, 2019

Addendum for Life Income Fund (LIF) – Manitoba

Forms
April 29, 2019

Addendum for Life Income Fund (LIF) – Federal

Forms
April 29, 2019

Addendum for Life Income Fund (LIF) – British Columbia

Forms
April 29, 2019

Addendum for Life Income Fund (LIF) – Alberta

Forms
April 25, 2019

Covered Call Option Strategy – Enhanced Income with Covered Calls

Product Overview
April 25, 2019

BMO Asset Management Global Absolute Return Bond Fund – Series F Subscription Instructions

Fund Update
April 25, 2019

BMO ETF Low Volatility Strategy

Product Overview
April 25, 2019

5 Lenses

Brochure
April 25, 2019

Fee Based Solutions Brochure

Brochure
April 25, 2019

BMO Mutual Funds Codes and Fees

Product Overview
April 25, 2019

BMO Retirement Portfolios Fact Sheet

Fact Sheet
April 25, 2019

BMO Retirement Portfolios Brochure

Brochure
April 25, 2019

BMO ETF Portfolios Fact Sheet

Fact Sheet
April 25, 2019

BMO ETF Portfolios Brochure

Brochure
April 25, 2019

Registered Disability Savings Plans (RDSPs)

RDSP
April 25, 2019

BMO RDSP Brochure

Brochure
April 25, 2019

Quarterly Investment Review

Fund Update
April 25, 2019

BMO RDSP Sales Guide

RDSP
April 25, 2019

BMO Dividend ETFs – Portfolio Construction Methodology

Product Overview
April 25, 2019

BMO Quality ETFs – Making Sense of Quality Investing

Product Overview
April 25, 2019

Tax-Free Savings Account (TFSA)

Forms
April 25, 2019

Living to 100 (Event Invitation)

Practice Management
April 25, 2019

What’s in your next egg? (Event Invitation)

Practice Management
April 25, 2019

What’s in your nest egg? QPP (Presentation)

Practice Management
April 25, 2019

What’s in your nest egg? CPP (Presentation)

Practice Management
April 25, 2019

Transfer Authorization for Non-Registered Investments (SKU# 2013)

Forms
April 25, 2019

Transfer Authorization for Registered Investments (SKU# 2012)

Forms
April 25, 2019

Locked-In Confirmation (Transfer Out) Application Form (SKU#2010)

Forms
April 25, 2019

Locked-In Confirmation (Transfer In) Application Form (SKU#2008)

Forms
April 25, 2019

BMO TFSA Appointment of Successor Accountholder and/or Beneficiary Designation Form (SKU#2020)

Forms
April 25, 2019

BMO Mutual Funds Series F Securities – Investor Account Fee Agreement (SKU# 2049)

Forms
April 25, 2019

BMO (Advisor) Form NR303 (Tax Treaty for A Hybrid Entity) (SKU# 2044)

Forms
April 25, 2019

BMO (Advisor) Form NR302 (Tax Treaty for A Partnership with Non-Resident Partners) (SKU# 2043)

Forms
April 25, 2019

BMO (Advisor) Form NR301 (Tax Treaty for A Non-Resident Taxpayer) (SKU# 2042)

Forms
April 25, 2019

Addendum For Restricted Locked-In Savings Plan (RLSP) – Federal

Forms
April 25, 2019

Addendum for Restricted Life Income Fund (RLIF) – Federal

Forms
April 25, 2019

Addendum for Locked-In Retirement Income Fund (LRIF) – Newfoundland and Labrador

Forms
April 25, 2019

Addendum for Locked-In Retirement Account (LIRA) – Saskatchewan

Forms
April 25, 2019

Addendum for Locked-In Registered Retirement Savings Plan (LRRSP) – Federal

Forms
April 25, 2019

Addendum for Locked-In Retirement Account (LIRA) – Quebec

Forms
April 25, 2019

Addendum for Locked-In Retirement Account (LIRA) – Ontario

Forms
April 25, 2019

Addendum for Locked-In Retirement Account (LIRA) – Newfoundland and Labrador

Forms
April 25, 2019

Addendum for Locked-In Retirement Account (LIRA) – Manitoba

Forms
April 25, 2019

Addendum for Locked-In Retirement Account (LIRA) – Alberta

Forms
April 25, 2019

Rollover from a RESP to a RDSP (SKU#2048)

Forms
April 25, 2019

Quebec Education Savings Incentive – Transfer Between RESP TP-1029.8.IQ-V (SKU#2036)

Forms
April 25, 2019

Request for an Educational Assistance Payment (EAP) (SKU#2038)

Forms
April 25, 2019

Registered Education Savings Plan (RESP) Transfer form (SKU# 2035)

Forms
April 25, 2019

Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) Application (SKU #2033)

Forms
April 25, 2019

Rollover to a RDSP under Paragraph 60(m) RC4625 (SKU#2041)

Forms
April 25, 2019

Request to extend the life of a RDSP for up to 5 years if the beneficiary becomes DTC-Ineligible (SKU # 2046)

Forms
April 25, 2019

Registered Disability Savings Plan (RDSP) Transfer (SKU#2021)

Forms
April 25, 2019

Election to designate plan as a Specified Disability Savings Plan (SDSP) Form (SKU#2039)

Forms
April 25, 2019

Application for Canada Disability Savings Grant and/or Canada Disability Savings Bond (SKU#2030)

Forms

Contact us

For Mutual Funds:
For ETFs:
Connect with a Local Representative or ETF Specialist