F17A-1: Application - TFSA (Tax-Free Savings Account) 2026

1. Click ‘Get Form’ to open the F17A-1 application in our editor.
2. Begin by filling out the 'Type of Contract' section. Indicate whether the contract is held in your name or a nominee/intermediary account, and provide the necessary details.
3. In the 'Holder/Annuitant' section, enter your personal information including first name, last name, date of birth, and contact details. Ensure all mandatory fields are completed.
4. Proceed to the 'Beneficiaries' section. Here, you can designate primary and contingent beneficiaries. Fill in their names, relationships, and percentages as applicable.
5. Complete sections for investment instructions and any pre-authorized debit (PAD) agreements if applicable. Specify amounts and frequencies clearly.
6. Review all entered information for accuracy. Once satisfied, use the electronic signature tool to finalize your application by clicking on the ‘Finalize!’ button.

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