MAXAmize your Money...Minimize your Effort!MAXA Financial (logo)

Forms

Complete this form if you wish to become a member of MAXA Financial.

MAXA TFSA

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.

MAXA RRSP

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.

MAXA RRIF

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.

  • RRIF Application and Declaration of Trust - If you choose to base your payments on your spouse's age we will require a photocopy of the spouse's ID to verify the birthdate.
  • Designation of Beneficiary (please ensure this form is witnessed by someone other than a beneficiary or relative of the annuitant)
  • MAXA RRIF Deposit Form - Use this form for your initial RRIF contract set up. This includes your payment information needed to complete the set up of your RRIF contract.

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.


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