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)

Forms
May 21, 2024

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

Forms
May 21, 2024

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

Forms
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)

Forms
April 29, 2024

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

Forms
April 29, 2024

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

Forms
April 29, 2024

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

Forms
April 29, 2024

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

Forms
December 11, 2023

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

Forms
December 11, 2023

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

Forms
December 1, 2023

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

Forms
August 15, 2023

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

Forms
August 11, 2023

RESP (Advisor) Redemption Form (SKU#2037)

Forms
July 10, 2023

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

Forms
July 10, 2023

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

Forms
July 10, 2023

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

Forms
July 10, 2023

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

Forms
December 1, 2022

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

Forms
December 1, 2022

Addendum for Life Income Fund (LIF) – Federal

Forms
December 1, 2022

Addendum for Life Income Fund (LIF) – British Columbia

Forms
December 1, 2022

Addendum for Life Income Fund (LIF) – Alberta

Forms
December 1, 2022

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

Forms
December 1, 2022

Addendum for Restricted Life Income Fund (RLIF) – Federal

Forms
December 1, 2022

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

Forms
December 1, 2022

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

Forms
December 1, 2022

Addendum For A Manitoba Prescribed Retirement Income Fund – Manitoba

Forms
December 1, 2022

Addendum for Life Income Fund (LIF) – New Brunswick

Forms
December 1, 2022

Addendum for Life Income Fund (LIF) – Ontario

Forms
December 1, 2022

Addendum for Life Income Fund (LIF) – Quebec

Forms
December 1, 2022

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

Forms
December 1, 2022

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

Forms
December 1, 2022

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

Forms
December 1, 2022

Addendum for Life Income Fund (LIF) – Nova Scotia

Forms
December 1, 2022

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

Forms
December 1, 2022

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

Forms
December 1, 2022

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

Forms
December 1, 2022

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

Forms
December 1, 2022

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

Forms
November 4, 2022

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

Forms
November 4, 2022

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

Forms
November 4, 2022

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

Forms
March 4, 2022

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

Forms
April 29, 2021

Addendum for Life Income Fund (LIF) – Manitoba

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
April 25, 2021

Transfer Authorization for Registered Investments (SKU# 2012)

Forms
April 25, 2021

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

Forms
April 25, 2021

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

Forms
August 10, 2020

RDSP (Advisor) Redemption Form (SKU#2047)

Forms