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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.

Step 2: Submit your completed form.

You’ll find information on how to submit your application on the form itself.

Not what you're looking for? Find the forms you need.

I have coverage through my employer.

Find a form

I bought coverage through an advisor.

Find a form

I bought coverage online directly through Canada Life.

Find a form