Applications and forms

This page is for financial advisors only. Individual investors please contact your advisor.

 

To access a complete list of regulatory documents visit the legal and regulatory documents page.

Document type

All
Date
Title
Document type
May 21, 2024

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

Non-RegisteredRDSPRESPRRSPTFSA
May 21, 2024

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

TFSA
May 21, 2024

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

Non-RegisteredRRSP
April 30, 2024

BMO Mutual Funds Portfolio Rebalancing Service (Non-Registered /RRSP /RRIF /TFSA) (SKU#2075)

Forms
April 29, 2024

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

RESP
April 29, 2024

Canada Learning Bond (CLB) Application for Adult Beneficiaries (Form 2073)

RESP
April 29, 2024

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

RESP
April 29, 2024

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

RESP
April 29, 2024

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

RDSP
December 11, 2023

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

Tax Form
December 11, 2023

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

Tax Form
December 1, 2023

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

Non-RegisteredRDSPRESPRRSPTFSA
August 15, 2023

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

RESP
August 11, 2023

RESP (Advisor) Redemption Form (SKU#2037)

RESP
July 10, 2023

Revocation of Request for Canada Disability Savings Grants and/or Canada Disability Savings Bonds EMP5490 (SKU# 2074)

RDSP
July 10, 2023

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

RRIF
July 10, 2023

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

RDSP
July 10, 2023

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

RDSP
December 1, 2022

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

Locked-in PlansRRSP
December 1, 2022

Addendum for Life Income Fund (LIF) – Federal

Locked-in PlansRRIF
December 1, 2022

Addendum for Life Income Fund (LIF) – British Columbia

Locked-in PlansRRIF
December 1, 2022

Addendum for Life Income Fund (LIF) – Alberta

Locked-in PlansRRIF
December 1, 2022

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

Locked-in PlansRRSP
December 1, 2022

Addendum for Restricted Life Income Fund (RLIF) – Federal

Locked-in PlansRRIF
December 1, 2022

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

Locked-in PlansRRSP
December 1, 2022

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

Locked-in PlansRRSP
December 1, 2022

Addendum For A Manitoba Prescribed Retirement Income Fund – Manitoba

Locked-in PlansRRIF
December 1, 2022

Addendum for Life Income Fund (LIF) – New Brunswick

Locked-in PlansRRIF
December 1, 2022

Addendum for Life Income Fund (LIF) – Ontario

Locked-in PlansRRIF
December 1, 2022

Addendum for Life Income Fund (LIF) – Quebec

Locked-in PlansRRIF
December 1, 2022

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

Locked-in PlansRRSP
December 1, 2022

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

Locked-in PlansRRSP
December 1, 2022

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

Locked-in PlansRRSP
December 1, 2022

Addendum for Life Income Fund (LIF) – Nova Scotia

Locked-in PlansRRIF
December 1, 2022

Life Income Fund (LIF) Addendum to RRIF Contract – Manitoba

Locked-in PlansRRIF
December 1, 2022

Locked-in Retirement Account (LIRA) Addendum to RRSP Contract – Manitoba

Locked-in PlansRRSP
December 1, 2022

Locked-in Plans (LIRA/LIF) Unlocking Checklist – Manitoba

Locked-in PlansRRIFRRSP
December 1, 2022

Locked-In Pension Transfers to a Locked-In Retirement Account (LIRA) – New Brunswick

Locked-in PlansRRSP
December 1, 2022

Addendum for Locked-in Pension Transfers to Prescribed Retirement Income Fund (PRIF) – Saskatchewan

Locked-in PlansRRIF
November 4, 2022

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

Locked-in PlansRRIF
November 4, 2022

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

Locked-in PlansRRSP
November 4, 2022

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

Locked-in PlansRRIF
March 4, 2022

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

RESP
April 29, 2021

Addendum for Life Income Fund (LIF) – Manitoba

Locked-in PlansRRIF
April 25, 2021

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

RDSP
April 25, 2021

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

RDSP
April 25, 2021

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

RDSP
April 25, 2021

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

RDSPRESP
April 25, 2021

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

Locked-in PlansRRSP
April 25, 2021

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

Tax Form
April 25, 2021

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

Tax Form
April 25, 2021

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

Other Mutual Fund Form
April 25, 2021

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

Tax Form
April 25, 2021

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

Locked-in PlansRRIFRRSP
April 25, 2021

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

TFSA
April 25, 2021

Transfer Authorization for Registered Investments (SKU# 2012)

RRIFRRSPTFSA
April 25, 2021

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

Locked-in PlansRRIFRRSP
April 25, 2021

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

Non-Registered
August 10, 2020

RDSP (Advisor) Redemption Form (SKU#2047)

RDSP