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CI AIMVEST: Formerly Invesco Canada Funds Forms

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Application/Forms
Type Document Date Type
Services
ACCOUNT-LINKING REQUEST FORM (204K)
2026-06-01
RESP
ACCUMULATED INCOME PAYMENT (AIP) – WITHDRAWAL FORM (262K)
2026-06-01
RESP
ANNEX A - Additional beneficiaries (128K)
2026-06-01
RESP
ANNEX B - Primary caregiver or their spouse and/or custodial parent/legal guardian (157K)
2026-06-01
RESP
ANNEX D APPLICATION: British Columbia Training and Education Savings Grant (BCTESG) (257K)
2026-06-01
Locked-in Accounts
APPENDIX B (QUEBEC TEMPORARY INCOME APPLICATION FOR ACCOUNT HOLDER UNDER AGE 55) (260K)
2026-06-01
RESP
APPLICATION: Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) (187K)
2026-06-01
RESP
Canada Learning Bond (CLB) Application for Adult Beneficiaries (130K)
2026-06-01
Services
CORPORATE RESOLUTION (183K)
2026-06-01
Invesco Applications and Forms
DECLARATION OF TAX STATUS FOR ENTITY (279K)
2026-06-01
Invesco Applications and Forms
DECLARATION OF TAX STATUS FOR INDIVIDUAL (243K)
2026-06-01
Services
DIRECT DEPOSIT SERVICE (652K)
2026-06-01
RESP
INVESCO FAMILY EDUCATION SAVINGS PLAN-BENEFICARY DESIGNATION FORM (657K)
2026-06-01
RESP
INVESCO INDIVIDUAL EDUCATION – PLAN TEXT (342K)
2026-06-01
Invesco Applications and Forms
INVESCO INVESTMENT APPLICATION (853K)
2026-06-01
Services
INVESCO POOLED FUNDS – SUBSCRIPTION AGREEMENT (THE “AGREEMENT”) (449K)
2026-06-01
Services
INVESCO REBALANCING SERVICE SETUP AND CHANGE FORM (209K)
2026-06-01
Services
INVESCO REBALANCING SERVICE SETUP AND CHANGE FORM (338K)
2026-06-01
TFSA
INVESCO TAX-FREE SAVINGS ACCOUNT MARRIAGE BREAKDOWN TRANSFER FORM (251K)
2026-06-01
TFSA
INVESCO TFSA THIRD-PARTY DECLARATION FORM (136K)
2026-06-01
Services
INVESTMENT ADVISORY FEE CLIENT AGREEMENT FOR ALL SERIES F AND SERIES O SHARES AND UNITS (201K)
2026-06-01
Services
LETTER OF DIRECTION – CUSTOM T-FLEX (153K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – ALBERTA (232K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – BRITISH COLUMBIA (234K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – FEDERAL (274K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – MANITOBA (973K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – NEW BRUNSWICK (306K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – NEWFOUNDLAND AND LABRADOR (338K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – NOVA SCOTIA LIF OPENED ON OR AFTER APRIL 1ST 2025 (666K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – NOVA SCOTIA OPENED PRIOR TO APRIL 1ST 2025 (774K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – ONTARIO (302K)
2026-06-01
Locked-in Accounts
LIF ADDENDUM – QUEBEC (414K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – ALBERTA (217K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – BRITISH COLUMBIA (222K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – MANITOBA (325K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – NEW BRUNSWICK (260K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – NEWFOUNDLAND AND LABRADOR (389K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – NOVA SCOTIA (349K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – ONTARIO (308K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – QUEBEC (288K)
2026-06-01
Locked-in Accounts
LIRA ADDENDUM – SASKATCHEWAN (333K)
2026-06-01
Locked-in Accounts
LRIF ADDENDUM – NEWFOUNDLAND AND LABRADOR (322K)
2026-06-01
Locked-in Accounts
LRIF ADDENDUM – ONTARIO (310K)
2026-06-01
Locked-in Accounts
LRSP ADDENDU – FEDERAL (368K)
2026-06-01
Services
NVESCO DOLLAR-COST AVERAGING (DCA) SERVICE FUND INSTRUCTION SETUP (339K)
2026-06-01
Locked-in Accounts
ONTARIO SPOUSAL CONSENT TO TRANSFER TO A LIF (215K)
2026-06-01
RRSP
PLAN TEXT – RESP (337K)
2026-06-01
Services
PRE-AUTHORIZED CHEQUING (PAC) PLAN FORM (846K)
2026-06-01
Locked-in Accounts
PRIF ADDENDUM – MANITOBA (291K)
2026-06-01
Locked-in Accounts
PRIF ADDENDUM – SASKATCHEWAN (306K)
2026-06-01
RESP
REFUND OF CONTRIBUTIONS (ROC) WITHDRAWAL FORM (210K)
2026-06-01
RESP
REGISTERED EDUCATION SAVINGS PLAN (RESP) TRANSFER FORM (166K)
2026-06-01
RESP
RESP EDUCATIONAL ASSISTANCE WITHDRAWAL FORM (350K)
2026-06-01
Invesco Applications and Forms
RESP FAMILY APPLICATION (2.34M)
2026-06-01
RESP
RESP GRANT APPLICATION GUIDE (628K)
2026-06-01
Invesco Applications and Forms
RESP INDIVIDUAL APPLICATION (1.20M)
2026-06-01
RESP
RESP PROOF OF ENROLMENT GUIDELINES (139K)
2026-06-01
RRSP
RETIREMENT INCOME FUND DECLARATION OF TRUST (200K)
2026-06-01
RRSP
RETIREMENT SAVINGS PLAN DECLARATION OF TRUST (202K)
2026-06-01
Locked-in Accounts
RLIF ADDENDUM FEDERAL (368K)
2026-06-01
Locked-in Accounts
RLSP ADDENDUM FEDERAL (372K)
2026-06-01
Locked-in Accounts
SPOUSAL CONSENT TRANSFER TO A LIF OR TO A VARIABLE BENEFIT (FORM 09) (361K)
2026-06-01
Locked-in Accounts
SPOUSE'S CONSENT TO TRANSFER TO REGISTERED RETIREMENT INCOME FUND CONTRACT (FORM 1) (244K)
2026-06-01
TFSA
TAX-FREE SAVINGS ACCOUNT – TRUST AGREEMENT (173K)
2026-06-01
Invesco Applications and Forms
TFSA INVESTMENT APPLICATION (594K)
2026-06-01
RRSP
TRANSFER AUTHORIZATION FOR REGISTERED INVESTMENTS (743K)
2026-06-01
Locked-in Accounts
WAIVER OF 60% JOINT SURVIVOR PENSION FOR PENSION PLAN OR LOCKED-IN RETIREMENT ACCOUNT (FORM 5A) (291K)
2026-06-01
Locked-in Accounts
WAIVER OF JOINT AND SURVIVOR PENSION (FORM 3) (202K)
2026-06-01

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