Apply for the Freedom Financial ™ NextStep™ plan
Have coverage through your employer or plan sponsor? You’re in the right place.
If you have coverage through an advisor, use our personal insurance forms. If you purchased coverage directly through Canada Life, use our Freedom to Choose™ forms.
Start an application
Use these forms to apply for a TFSA, RRSP, RIF, NRSP and annuity. You’ll find information on how to submit your application on the form itself.
Step 1: Complete an application form.
Download the form and print it, or fill it out in Adobe Reader XI or higherOpens a new website in a new window - Opens in a new window (not your browser) and save.
Use this form to apply for membership in a Freedom Financial™ NextStep™ group tax-free savings account (TSFA) if you're leaving your employer or plan sponsor.
Use this form to apply for membership in a Freedom Financial™ NextStep™ group retirement income fund (RIF) if you’re leaving your employer or plan sponsor.
Use this form to apply for membership in a Freedom Financial™ NextStep™ group retirement savings plan (RRSP) if you're leaving your employer or plan sponsor.
Use this form to apply for membership in a Freedom Financial™ NextStep™ group non-registered savings plan (NRSP) if you’re leaving your employer or plan sponsor.
Submit this form to use an annuity to turn your retirement savings into income.
Step 2: Submit your completed form.
You’ll find information on how to submit your application on the form itself.