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Forms

Investment accounts and registered accounts
TFSA
RRSP loans
  • Advisor Enrolment Form
    To submit loan applications with National Bank of Canada, financial advisors must sign an advisor enrolment form with the National Bank of Canada. This is a one-time requirement that must accompany the first loan application submitted.
  • RRSP Loan Application
  • RRSP Loan Campaign FAQ
  • 1,2,3 Step Process
    Summarizes the steps advisors and NBC follow in an RRSP Loan application.
  • Advisor Guide
    Maximizing client RRSP contributions is easier than ever. This RRSP loan program has added features and options that give your clients more choices.
  • RRSP Loan Rates
    Rates as at November 1st, 2017
  • RRSP Calculator (xls)
  • RRSP Loan Cost of Borrowing: Fixed Rate | Variable Rate
  • Pre-authorized debit agreement
RESP

Government Forms - Transfers between RESP

  • SDE 0088 - SDE 0089 - SDE 0090 (A, B & C forms)
  • TP-1029.8.IQ Quebec Education Savings Incentive (QESI)
  • SDE 0093 - Canada Education Saving Grant (CESG) and Canada Learning Bond (CLB)
  • SDE 0093A - Additional Beneficiaries
  • SDE 0093B - Primary Caregiver and/or Custodial Parent/Legal Guardian
  • SDE 0093C - Saskatchewan Advantage Grant for Education Savings (SAGES)
  • SDE 0093D - British Columbia Training and Education Savings Grant (BCTESG)
  • Reference sheet for CESG and Annex
  • SDE 0074 - Overcontributions to RESPs and Grant Repayment Form

As of December 1st 2013, forms SDE 0069, SDE 0071 and SDE 0073 are no longer accepted by NBI.

Supplementary forms