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Gold ETFs

BMO Carlyle Private Equity Strategies Fund

Sector ETFs

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Accountholder Information

Please fill the fields below with details of the Beneficiary.

Beneficiary details

Canadian resident

Details about the accountholders relationship to Beneficiary.

Title (Optional)

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Accountholder Details

Beneficiary

Account Holder Details

All fields are mandatory unless otherwise indicated

Accountholder information

Account Holder Information

Documents | BMO Global Asset Management (bmogam.com)

This is a notification you are being redirected to the welcome screen as we cannot process your application. The investor needs to be a resident of Canada in order to proceed.

Note - if investor is a US resident, please complete form manually here:

Resident of Canada

Account Type

Account type

Custodial parent/legal guardian: Individual, department, agency or institution that has the responsibility of taking care of the child and the legal right to make decisions affecting the child's interests.

Custodial parent

Beneficiary Information

For more information on an individual vs family plan

Plan

Individual, department, agency or institution that has the responsibility of taking care of the child and the legal right to make decisions affecting the child's interests.

Primary caregiver

Siblings only family plan

Beneficiary information

Additional Beneficiary information

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We need a few details

In order to open this account the subscriber must:

Eligibility Requirements

In order to open this account the account holder must:

Eligibility Requirement

Please enter a Business Registration (B.N) number as provided by Service Canada.

Successor and Beneficiary

Only complete this section for distribution/dividends paid in cash or reinvested to different funds. If this section is not completed, distibution dividends will be automatically reinvested in the same fund.

For a full list of BMO funds, use this PDF

Reinvested in other funds within the same class and currency under the same sales charge option

Funds

Income Option

Do you wish to reinvest distributions/dividends into different funds or pay them in Cash?

Reinvest option

Select how the contribution/transfer should be processed

Click on the link below to download the Incoming Transfer form

Please attach the transfer form separately

To transfer from another RDSP, complete and submit the following forms with the completed Registered Disability Savings Plan application form

A Beneficiary can hold only one RDSP, except while a transfer is in transit between two RDSPs

Mode of contribution/transfer

Eligible contributions may be matched by government funding up to the legislated limits or until the end of the calendar year in which the Beneficiary reaches age 49. Contributions to the RDSP must cease by the end of the year in which the Beneficiary reaches age 59.

Canada Disability Savings Bond (CDSB) is credited to the customer account based on Beneficiary eligibility. Bond payments received will be deposited in the fund below

For a list of our BMO Mutual Funds, visit

Is the Beneficiary applying for Canada Disability Savings Bond (CDSB)?

Canada Disability Savings Grant (CDSG) is credited to the customer account based on Beneficiary eligibility. Grant payments received will be allocated based on the originating contribution transaction.

Is the Beneficiary applying for Canada Disability Savings Grant (CDSG)?

CDSG & CDSB Information

Investment Instructions

Investment instructions

Sales charge option will apply if no option is indicated.

Indicate the dollar amount or percentage of the total initial investment to be allocated to each fund.

Indicate the dollar amount or percentage of the annual payment to be withdrawn from each fund.

If applicable, please download the QESI form

Grant Deposits will be allocated based on the originating contribution transaction

Are you applying for additional CESG?

Are you applying for CESG?

Are you applying CLB?

Are you applying for QESI?

CESG, CLB & QESI information

Investor Information

A beneficiary may be entitled to unused grant and bond from the last 10 years if they meet all eligibility requirements. Was the Beneficiary under the age of 18 and eligible for the Federal Disability Tax Credit (DTC) in the last 10 years?

Beneficiary eligibility for the Federal Disability Tax Credit (DTC)

Primary Caregiver

Another Primary Caregiver

Address

In order to request incentive when a beneficiary is/was 18 years old or younger, Primary Caregiver (PCG) information is required. Is the Primary Caregiver

Tell us about the Primary Caregiver (PCG)

Beneficiary Selection

RDSP-Beneficiary type

Frequency

For a full list of BMO funds, use this PDF 

The minimum initial investment in a BMO Money Market Fund, BMO Mortgage and Short Term Income Fund, BMO Core Plus Bond Fund or BMO Fixed Income ETF Portfolio is $5000 and the minimum transfer amount to any one Fund each time is $50. Under this program, you can arrange for transfer to a maximum of five other Funds of your choice and each Fund must be of the same currency and load.

BMO mutual funds (DCA)

BMO Mutual Funds Dollar Averaging (DCA)

The minimum initial investment in a BMO Money Market Fund, BMO Mortgage and Short Term Income Fund, BMO Core Plus Bond Fund, BMO Ultra short-Term Bond ETF Fund or BMO Fixed Income ETF Portfolio is $5000 and the minimum transfer amount to any one Fund each time is $50. Under this program, you can arrange for transfer to a maximum of five other Funds of your choice and each Fund must be of the same currency and load.

The minimum initial investment in a BMO Money Market Fund, BMO Mortgage and Short Term Income Fund, BMO Core Plus Bond Fund, BMO Fixed Income ETF Portfolio or BMO Ultra Short-Term Bond ETF Fund is $5000 and the minimum transfer amount to any one Fund each time is $50. Under this program, you can arrange for transfer to a maximum of five other Funds of your choice and each Fund must be of the same currency and load.

BMO Mutual Funds Dollar Cost Averaging (DCA)

I/We hereby authorize BMO Investments Inc. to debit the account as per the above instructions

Bank debit details

BMO mutual funds pre-authorized chequing plan (PAC)

Note

PAC minimum may apply, please refer to the

https://www.bmogam.com/ca-en/resources/legal-and-regulatory-documents/

BMO Mutual Funds Pre-Authorized Chequing Plan (PAC)

Printable PDFs created as part of this Education Savings Smart Form

Welcome to BMO's Education Savings Plan (Advisor) Smart Form

This tool will provide you with printable PDF forms ready for signatures

Bank details

In accordance with the Declaration of Trust, I instruct the Trustee to provide me with the following payments.

Please note, 3 business days are required to set up or amend any systematic plans.

This selection can’t be changed after the end of the year in which this application is made.

RIF/LIF payment information

Not applicable to Quebec LIF holders who are 55 or older.

For LIFs and LRIFs, the spouse or common-law partner must be younger than the Annuitant.

Payments will continue to my successor annuitant if they elect to keep the funds in a registered plan.

All proceeds will be transferred out of the registered plan to the beneficiary in a lump sum payment, which may result in tax implications.

RIF/LIF Payment Information

Designation of successor annuitant or beneficiary

Printable PDFs generated as part of this Retirement Income Fund smart form

Welcome to BMO's Retirement Income Fund (Advisor) Smart Form

Once PDFs are downloaded to your local computer please review and sign all applicable sections, and send the completed documents to BMO by:

Application completed

Educational institution entitled to amount held under Plan in case of failure of direction.

Special instructions

Special Instructions

The Joint Subscriber must be the spouse, common-law partner or former spouse/common-law partner of the Subscriber. Where the Joint Subscriber is the former spouse/common-law partner of the Subscriber, the Joint Subscriber must also be the legal parent of a Beneficiary.

Subscriber Information

Subscriber information

The appointment of a Successor Account Holder may be made (or revoked or changed) for all provinces and territories except Quebec. I, the TFSA Account Holder, revoke any prior appointment of Successor Account Holder that I have made for this TFSA (whether on the TFSA Application Form or separately in writing), and appoint my spouse or common-law partner named below to be the Successor Account Holder of the TFSA upon my death. As the Successor Account Holder, my spouse or common-law partner will acquire all of my rights as the Account Holder of the TFSA upon my death, and the TFSA will continue in his/her name subject to the Additional Provisions on the last page. (The words “spouse” and “common-law partner” here have the meaning given to them under the Income Tax Act).

DESIGNATION OF BENEFICIARY: FOR ALL PROVINCES & TERRITORIES EXCEPT QUEBEC. I, the TFSA Account Holder, revoke any prior designation of beneficiary (or beneficiaries) that I have made for this TFSA in writing, and designate the following person(s) as beneficiary (or beneficiaries)to receive the proceeds of the TFSA on my death subject to the Additional Provisions on the end of this form.

Appointment of successor account holder and beneficiary designation

Printable PDFs created as part of this Smart Form

Welcome to BMO's Tax Free Savings Account (TFSA) Smart Form

Welcome to BMO's RDSP Smart Form

This tool will provide you with printable PDF forms ready for signatures — 

including the BMO and government forms required to successfully open and register an RDSP.