Complete this form if you wish to become a member of MAXA Financial.
Complete these 2 forms if you wish to open a MAXA Tax Free Savings Account. If you wish to transfer an existing TFSA from another institution, please complete the Direct Transfer In for Registered Plans form below also.
Complete these 2 forms if you also wish to begin an RRSP investment. If you wish to transfer an existing RRSP from another institution, please complete the Direct Transfer In for Registered Plans form below also.
Complete these 3 forms to apply for a MAXA RRIF contract under your MAXA Membership. Please complete the Direct Transfer In for Registered Plans form below to transfer existing RRIF Accounts to your MAXA RRIF Account.
To make changes to your current RRIF contract (Investment Instructions or Payment Instructions) please complete this form.
DEPOSIT and TRANSFERS
Complete the form below to make an initial or new deposit by cheque or to transfer funds within your MAXA account.
Complete the form below to begin or make changes to a regular automatic electronic deposit to your MAXA Savings.
Complete the form below to transfer the balance of your account from another Financial Institution.
For subsequent deposits to your MAXA RRIF Account please complete the form below. This form should also accompany a Direct Transfer In form when transferring existing RRIF contracts from other financial institutions.
Complete the form below to make tax-free transfers from your existing RRSP, RRIF or TFSA at another Financial Institution or mutual fund company to MAXA.
NOTE: Please ensure all required fields are complete and correct to avoid any delays regarding your transfer of registered funds. The original of this form is required to process your request. For further assistance, please contact MAXA representatives directly by phone or email.
Complete the form below to transfer your non-registered mutual funds to Maxa
To set up the bill payment service thru MAXAbyPhone please contact a MAXA representative.