Getting started

Others who helped with the sale of this investment (if applicable)

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Select if this account or investment is:

Commercial applications can be downloaded here and mailed to us, or

If you prefer to make an appointment to apply in person or would like more information please email service@oaken.com or call 1-855-OAKEN-22 (625-3622) from Monday to Friday 8:00AM to 8:00PM EST and Saturday from 9:00AM to 5:00pm EST

Oaken office locations

What account or investment interests you?*
Are you an existing customer?*
Were you referred by a broker?
How did you first hear about us?*

Open an Oaken Savings Account + GIC (option)

Select the issuer for your new account or investment:*

Current rate:

Indicate the amount you would like to deposit to your account:

Select your statement preference*

How would you like to make your initial deposit?

Use the same Oaken Savings Account #?*
Your Savings Account number is located on your confirmation document
Would you like to link to an external account(s)? (optional)

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Would you like to register this account as an informal trust? (optional)
Beneficiary*
Add another beneficiary?
Would you like to add a GIC? *

Investment details<!--GIC1-->

Select the issuer for your new account or investment:*

Select your term and interest rate

Specify the number of days

* Interest will be paid at maturity.

Select your interest payment frequency*

For your convenience, we have entered the issue and maturity dates based on the choice(s) you made above; the actual issue date will be the date we receive your funds.

Issue date*
Maturity date*

Select your instructions:

Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Use the same Oaken Savings Account #?*

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Principal at maturity*
Principal at maturity*
Principal at maturity*
Use the same Oaken Savings Account #?*

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Would you like to add another GIC?*

Investment details<!--GIC2-->

Select your term and interest rate

Specify the number of days

* Interest will be paid at maturity.

Select your interest payment frequency*

For your convenience, we have entered the issue and maturity dates based on the choice(s) you made above; the actual issue date will be the date we receive your funds.

Issue date*
Maturity date*

Select your instructions:

Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Interest payment*
Use the same Oaken Savings Account #?*

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Principal at maturity*
Principal at maturity*
Principal at maturity*
Use the same Oaken Savings Account #?*

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Select the method of payment to purchase this investment:

Source of funds*
Source of funds*
Source of funds*
Use the same Oaken Savings Account #?*

Your Oaken Savings Account number can be found on your confirmation letter.

Would you like to register this account as an informal trust? (optional)
Beneficiary*
Add another beneficiary?*

Investment details<!--REG1-->

Select the issuer for your new account or investment:*

Select your term and interest rate

Specify the number of days

* Interest will be paid at maturity.

Select your interest payment frequency*

For your convenience, we have entered the issue and maturity dates based on the choice(s) you made above; the actual issue date will be the date we receive your funds.

Issue date*
Maturity date*

Select your instructions:

Interest payment
Interest payment
Interest payment*
Interest payment*

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Would you like to add another GIC?*

Investment details<!--REG 2-->

Select your term and interest rate

Specify the number of days

* Interest will be paid at maturity.

Select your interest payment frequency*

For your convenience, we have entered the issue and maturity dates based on the choice(s) you made above; the actual issue date will be the date we receive your funds.

Issue date*
Maturity date*

Select your instructions:

Interest payment
Interest payment
Interest payment*
Interest payment*

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Are any of these funds locked-in?*
Governing jurisdiction of locked-in funds*

Select the method of payment to purchase this investment:

Complete and mail back the following form: RSP-RIF Direct Transfer – Form T2033 

RSP-RIF Direct Transfer – Form T2033 (for Home Bank)

RSP-RIF Direct Transfer – Form T2033 (for Home Trust Company)

Complete and mail back the following form: Direct transfer of a single amount (Form T2151)

Complete and mail back the following form: Direct transfer of an eligible retiring allowance (Form TD2R)

Use the same Oaken Savings Account #?*

Your Oaken Savings Account number can be found on your confirmation letter.

RIF payment details

Would you like to use the current payment instructions on file?*
RIF payment start date*
Select your payment method*

* Send a VOID cheque if this is a different account from the one that you are sending today or that we already have on file.

Frequency*
Select amount*
Payment based on*
Spouse*
Spouse's date of birth*

Additional withholding tax

Spousal information

Is this a spousal or common-law partner contribution?*
Spouse (The person who is contributing the funds to the plan)*
Spouse's date of birth*
Are you a Quebec resident?*

Would you like to add or change your designations?

All Home Trust RIFs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Trust RIF, then any additions/changes made below will replace your previous designations
  • If you have previously made designations under a Home Trust RIF, and do not make additions/changes below, then your previous designation will be maintained
  • If you did not previously make designations under a Home Trust RIF, and do not make designations below, then, in the event of your death, the RIF will be paid to your estate

Would you like to add or change your designations?

All Home Bank RIFs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Bank RIF, then any additions/changes made below will replace your previous designations
  • If you have previously made designations under a Home Bank RIF, and do not make additions/changes below, then your previous designation will be maintained
  • If you did not previously make designations under a Home Bank RIF, and do not make designations below, then, in the event of your death, the RIF will be paid to your estate
Would you like to designate a successor annuitant?*
Would you like to designate a beneficiary?*
Add another beneficiary?

Would you like to add or change your designations?

All Home Bank RSPs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Bank RSP, then any additions/changes made below will replace your previous designations
  • If you have previously made designations under a Home Bank RSP, and do not make additions/changes below, then your previous designation will be maintained
  • If you did not previously make designations under a Home Bank RSP, and do not make designations below, then, in the event of your death, the RSP will be paid to your estate

Would you like to add or change your designations?

All Home Trust RSPs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Trust RSP, then any additions/changes made below will replace your previous designations
  • If you have previously made designations under a Home Trust RSP, and do not make additions/changes below, then your previous designation will be maintained
  • If you did not previously make designations under a Home Trust RSP, and do not make designations below, then, in the event of your death, the RSP will be paid to your estate
Would you like to designate a qualified beneficiary (only a spouse, common-law partner, or financially dependent child or grandchild)?*
Would you like to add a beneficiary?*
Add another beneficiary?

Would you like to add or change your designations?

All Home Trust TFSAs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Trust TFSA, then any additions/changes made below will replace your previous designations
  • If you have previously made designations under a Home Trust TFSA, and do not make additions/changes below, then your previous designation will be maintained
  • If you did not previously make designations under a Home Trust TFSA, and do not make designations below, then, in the event of your death, the TFSA will be paid to your estate

Would you like to add or change your designations?

All Home Bank TFSAs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Bank TFSA, then any additions/changes made below will replace your previous designations
  • If you have previously made designations under a Home Bank TFSA, and do not make additions/changes below, then your previous designation will be maintained
  • If you did not previously make designations under a Home Bank TFSA, and do not make designations below, then, in the event of your death, the TFSA will be paid to your estate
Would you like to designate a successor holder?*
Would you like to add a beneficiary?*
Add another beneficiary?*

Customer details

Name*
Date of Birth*
Are you a citizen or a resident for tax purposes of any Country other than Canada?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Has your personal information changed?*
Date of Birth*
Phone number (optional)
Phone number*

Residential/Civic Address

Civic Address (do not enter a P.O. Box)*
Civic Address (do not enter a P.O. Box)*
Civic Address (do not enter a P.O. Box)*
Civic Address (do not enter a P.O. Box)*
Civic Address (do not enter a P.O. Box)*
Civic Address (do not enter a P.O. Box)*
For taxation purposes, is your country or province different from above?
Would you like to add a mailing address? (optional)
Address*
Address*
Address*
Please be specific e.g. medical technician.

Employer information

Address
Address
Address
Would you like to add a joint-owner? *

Joint owner details<!--2-->

Is the joint-owner an existing customer?*
Name*
Date of Birth*
Are you a citizen or a resident for tax purposes of any Country other than Canada?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Has the personal information of the joint-owner changed?*
Date of Birth*
Phone number (optional)
Phone number*
Residential/Civic Address*
Residential/Civic Address (optional)
Residential/Civic Address*
Residential/Civic Address (optional)
Residential/Civic Address*
Residential/Civic Address (optional)
For taxation purposes, is your country and province different from above?*
Would you like to add a mailing address? (optional)
Address*
Address*
Address*
Please be specific e.g. medical technician.

Employer information

Address
Address
Address
Would you like to add an additional joint-owner?*

Joint owner details<!--3-->

Is the joint-owner an existing customer?*
Name*
Date of Birth*
Are you a citizen or a resident for tax purposes of any Country other than Canada?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Would you like to add an additional jurisdiction and identification number for tax purposes?*
Has the personal information of the joint-owner changed?*
Date of Birth*
Phone number (optional)
Phone number*
Residential/Civic Address*
Residential/Civic Address (optional)
Residential/Civic Address*
Residential/Civic Address (optional)
Residential/Civic Address*
Residential/Civic Address (optional)
For taxation purposes, is your country and province different from above?*
Would you like to add a mailing address? (optional)
Address*
Address*
Address*
Please be specific e.g. medical technician.

Employer information

Address
Address
Address

Referral agent information

Legal statements

Politically Exposed Persons & Heads of International Organizations Declaration

Are you a Politically Exposed Person (PEP), a Head of an International Organization (HIO), or a family member or close associate to a PEP or HIO?

A PEP is an individual who holds or has held office or a senior position in or on behalf of a country, government, military, or judiciary or is or was a head of an international organization (HIO), a leader or president of an organization funded by multiple nations or states. Please refer to the section titled ‘Definitions’ in the Terms and Conditions for Non-Registered Investments for further clarification on definitions of PEP, HIO, family members and close associates.

*If yes, please complete and mail the Politically Exposed Persons Declaration Form

Third Party declaration

Are any owners acting on behalf of an individual or entity other than the account holder or those authorized to give instructions about the account or who directs what happens to the account?

*If yes, please complete and mail the Third Party Declaration form

Acknowledgement and authorization

In order to confirm my/our identity, I/we authorize Oaken Financial to: use my/our personal information provided above to obtain a consumer report from a credit bureau/consumer reporting agency; and, use my/our personal cheque submitted in connection with this/these product(s) to verify my/our deposit account with a Canadian financial institution.

I/we consent to the collection of the personal information contained in this application by Oaken Financial, and the use of the signature(s) on my/our personal cheque submitted in connection with this/these product(s) as my/our signature card. I/we also consent to the use, retention and disclosure of my/our personal information by Oaken Financial, as is reasonably required in connection with the establishment and maintenance of this/these product(s) in my/our name, to meet legal and regulatory requirements, to market other products and services, and for statistical, audit and security purposes in the manner set out in the Home Trust Company Privacy Code. Account maintenance may involve the disclosure of your personal information to a service provider located in the United States who may be required by a lawful order made in that country to provide this information to the United States government or its agencies. To receive a copy of the Home Trust Company Privacy Code, visit the Home Trust Company website at hometrust.ca or call 1-877-903-2133.

I/we confirm that the information provided is true, accurate and the intent of this/these product(s) is for savings. I/we agree to make Oaken Financial aware of changes to any of the personal information. I/we acknowledge that at or before entering into agreements for subsequent product (s), Oaken Financial will provide me/us with the Terms and Conditions applicable to each such product (s) and any regulatory disclosures required. Product Terms and Conditions are available at Oaken.com.

All Home Bank TFSAs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Bank TFSA, then any additions/changes made below will replace your previous designations
  • If you have previously made designations under a Home Bank TFSA, and do not make additions/changes below, then your previous designation will be maintained
  • If you did not previously make designations under a Home Bank TFSA, and do not make designations below, then, in the event of your death, the TFSA will be paid to your estate

All Home Trust TFSAs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Trust TFSA, then any additions/changes made in this application will replace your previous designations
  • If you have previously made designations under a Home Trust TFSA, and did not make additions/changes in this application, then your previous designation will be maintained
  • If you did not previously make designations under a Home Trust TFSA, and did not make designations in this application, then, in the event of your death, the TFSA will be paid to your estate

All Home Bank RSPs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Bank RSP, then any additions/changes made in this application replace your previous designations
  • If you have previously made designations under a Home Bank RSP, and did not make additions/changes in this application, then your previous designation will be maintained
  • If you did not previously make designations under a Home Bank RSP, and did not make designations in this application, then, in the event of your death, the RSP will be paid to your estate

All Home Trust RSPs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Trust RSP, then any additions/changes made in this application will replace your previous designations
  • If you have previously made designations under a Home Trust RSP, and did not make additions/changes in this application, then your previous designation will be maintained
  • If you did not previously make designations under a Home Trust RSP, and did not make designations in this application, then, in the event of your death, the RSP will be paid to your estate

All Home Bank RIFs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Bank RIF, then any additions/changes made in this application replace your previous designations
  • If you have previously made designations under a Home Bank RIF, and did not make additions/changes in this application, then your previous designation will be maintained
  • If you did not previously make designations under a Home Bank RIF, and did not make designations in this application, then, in the event of your death, the RIF will be paid to your estate

All Home Trust RIFs are governed by the same designations. These designations are applicable in all provinces and territories except Quebec. 

  • If you have previously made designations under a Home Trust RIF, then any additions/changes made in this application will replace your previous designations
  • If you have previously made designations under a Home Trust RIF, and did not make additions/changes in this application, then your previous designation will be maintained
  • If you did not previously make designations under a Home Trust RIF, and did not make designations in this application, then, in the event of your death, the RIF will be paid to your estate
Do you agree with the statements above?*

*Please note you must agree with the statement above in order to open this/these products.

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