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Forms

Official fund materials, legal documents, and investor information.

Investment Application

  • GGAI Open and Registered Application form(Series A)
    EN

Locked-in Agreements

  • Life Income Fund (LIF) - Federal
    EN
  • Life Income Fund (LIF) - Alberta
    EN
  • Life Income Fund (LIF) - British Columbia
    EN
  • Life Income Fund (LIF) - New Brunswick
    EN
  • Life Income Fund (LIF) - Newfoundland and Labrador
    EN
  • Income Fund (LIF) - Ontario
    EN
  • Locked-in Retirement Account (LIRA) - Alberta
    EN
  • Locked-in Retirement Account (LIRA) - British Columbia
    EN
  • Locked-in Agreement (LIRA) - Manitoba
    EN
  • Locked-in Retirement Account (LIRA) - New Brunswick
    EN
  • Locked-in Retirement Account (LIRA) - Newfoundland and Labrador
    EN
  • Locked-in Retirement Account (LIRA) - Ontario
    EN
  • Locked-in Retirement Account (LIRA) - Saskatchewan
    EN
  • Locked-In Registered Retirement Savings Plan (LIRSP) – Federal
    EN
  • Locked-In Retirement Income Fund (LRIF) - Newfoundland and Labrador
    EN
  • PRIF - Manitoba
    EN
  • PRIF - Saskatchewan
    EN
  • Restricted Life Income Fund (RLIF) - Federal
    EN
  • Restricted Locked-In Savings Plan (RLSP) - Federal
    EN

GGAI RESP Forms

  • RESP Educational Assistance Payment Form
    EN
  • GGAI-RESP-Family Application
    EN
  • GGAI-RESP-Individual Application
    EN

ESDC RESP Grant Forms

  • Application: Canada Education Savings Grant (CESG) Application Form
    ENFR
  • Annex A - Additional Beneficiaries
    ENFR
  • Annex B - Primary caregiver or their spouse and/or custodial parent/legal guardian (CESG and ACESG; CLB) Application Form
    ENFR
  • Annex D - British Columbia Training and Education Saving Grant (BCTESG) Application Form
    ENFR

ESDC RESP Transfer Forms

  • Annex 1 - Additional Beneficiary
    ENFR
  • Part A - Subscriber Request
    ENFR
  • Part B - Receiving Promotor
    ENFR
  • Part C - Relinquishing Promotor
    ENFR

TFSA Application Forms

  • GGAI Tax-Free Savings Account Application form
    EN

Registered Account Transfer Forms (Excluding RESP)

  • Transfer Authorization for Registered Investment Form
    EN

Contingent Beneficiary Forms

  • RRIF Contingent Beneficiary Designation Form
    EN
  • RRIF Multiple Beneficiary Designation Form
    EN
  • RRSP Contingent Beneficiary Designation
    EN
  • RRSP Multiple Beneficiary Designation
    EN
  • TFSA Contingent Beneficiary Designation
    EN
  • TFSA Multiple Beneficiary Designation
    EN
Tip: Click the language to download the latest PDF. For other forms or information, contact Investor Services.
Last updated: July 31, 2025
Disclaimer: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.