Forms & Downloads

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Here's where you can find all the President's Choice Financial forms and important documents you'll need. If you don't have Acrobat Reader, go toclick here to download.

Note the below forms apply only to PC Financial registered savings account products. To transfer or withdraw from your registered mutual fund account, call us at 1-888-723-8881 and ask to speak to a mutual fund representative.


Transfer Authorization for Registered Investments (standard transfer) (2033)

RRSP Withdrawal Request (7390)

Home Buyers Plan RRSP Withdrawal (T1036)

Declaration Of Trust

TFSA Account Agreement

Link to CRA website

Make a creditor’s group life insurance, job loss or disability claim

Make a creditor’s group life insurance claim

Make a creditor’s group job loss or disability claim

Cancel your creditor’s group insurance coverage