The following table lists FSRA forms searchable by title, number, sector and category.

Note: Active forms that were previously posted on the Financial Services Commission of Ontario (FSCO) site have been transferred to this table. We are working on updating these older forms to the new FSRA standard. If you are looking for older versions of forms or if you require assistance, please reach out to our contact centre.

 

Forms Directory
Showing 1 to 246 of 246 entries
Sector Title Number Last Updated
Pensions Actuary’s Certification - Defined Benefit Single Employer Pension Plan (SEPP) to SEPP Transfer under Section 80 or 81 PF-124
Pensions Actuary’s Certification Defined Benefit Single Employer Pension Plan (SEPP) to Jointly Sponsored Pension Plan (JSPP) Transfer under Section 80.4 PF-122
Credit Unions and Caisses Populaires Application for an extra-provincial registration for a Credit Union or Caisse Populaire 1383
Financial Planners and Financial Advisors Application for Approval of a Credentialing Body and Credentials FPF-001
Auto Insurance Application for Automobile Insurance Exemptive Authority Activity Test and Learn Environment (TLE) AF-058
Pensions Application for Family Law Value (Ontario PRPP Form ON-A) 1342
Loan and Trust Application for Loan and Trust Corporation Registration 1198
Pensions Application to Transfer the Family Law Value (Ontario PRPP Form ON-D) 1346
Pensions Asset Transfer Application Summary (Transfers under PBA s. 80 and 81) PF-123
Pensions Asset Transfer Application Summary - (Transfers under PBA s. 80.4) PF-121
Auto Insurance Certificate of Automobile Insurance (Ontario)​ AF-077
Auto Insurance Certificate of the Officer for Auto Insurance Attestation AF-007
Auto Insurance Certificate of the Officer for Auto Insurance Attestation (Facility Association) AF-008
Pensions Certification(s) Regarding Spouse – Withdrawal/Transfer from a Locked-in Account (Ontario PRPP Form ON-2) 1344
Pensions Checklist for compliance on plan wind-up for defined benefit plans PF-155
Cross Sector Complaint Form GF-012
Insurance Prudential Complaint Form GF-012
Auto Insurance Complaint Form GF-012
Co-operative Corporations Complaint Form GF-012
Credit Unions and Caisses Populaires Complaint Form GF-012
Financial Planners and Financial Advisors Complaint Form GF-012
Health Service Providers Complaint Form GF-012
Life and Health Insurance Complaint Form GF-012
Loan and Trust Complaint Form GF-012
Mortgage Brokering Complaint Form GF-012
Pensions Complaint Form GF-012
Property and Casualty and General Insurance Complaint Form GF-012
Cross Sector Complaint Form – Anonymous Submission GF-013
Insurance Prudential Complaint Form – Anonymous Submission GF-013
Auto Insurance Complaint Form – Anonymous Submission GF-013
Co-operative Corporations Complaint Form – Anonymous Submission GF-013
Credit Unions and Caisses Populaires Complaint Form – Anonymous Submission GF-013
Financial Planners and Financial Advisors Complaint Form – Anonymous Submission GF-013
Health Service Providers Complaint Form – Anonymous Submission GF-013
Licensing Complaint Form – Anonymous Submission GF-013
Life and Health Insurance Complaint Form – Anonymous Submission GF-013
Loan and Trust Complaint Form – Anonymous Submission GF-013
Mortgage Brokering Complaint Form – Anonymous Submission GF-013
Pensions Complaint Form – Anonymous Submission GF-013
Property and Casualty and General Insurance Complaint Form – Anonymous Submission GF-013
Auto Insurance Corporation/Partnership Application For Insurance Adjuster IF-015
Life and Health Insurance Corporation/Partnership Application For Insurance Adjuster IF-015
Property and Casualty and General Insurance Corporation/Partnership Application For Insurance Adjuster IF-015
Financial Planners and Financial Advisors Credentialing Body Annual Information Return (AIR) FPF-002
Pensions DFC1 - Election Form to Defer Certain Contributions PF-108
Pensions DFC2 - Schedule to Defer Certain Contributions PF-107
Pensions DFC3 - Contribution Deferral Statutory Declaration PF-111
Auto Insurance Direct Compensation - Property Damage Undertaking AF-161
Pensions Family Law Form FL–1: Application for Family Law Value PF-132
Pensions Family Law Form FL–4A: Statement of Family Law Value – Defined Contribution Benefit PF-129
Pensions Family Law Form FL–4B : Statement of Family Law Value – Active Plan Member with a Defined Benefit or a Target Benefit PF-131
Pensions Family Law Form FL–4C: Statement of Family Law Value - Active Member of a Plan with Defined Benefit or Target Benefit and Defined Contribution Provisions PF-133
Pensions Family Law Form FL–4D: Statement of Family Law Value – Former Plan Member PF-134
Pensions Family Law Form FL–4E: Statement of Family Law Value – Retired Member with a Defined Benefit or a Target Benefit Pension PF-135
Pensions Family Law Form FL–5: Spouse’s Application for Transfer of a Lump Sum PF-125
Pensions Family Law Form FL–6: Spouse’s Application to Divide a Retired Member’s Pension PF-126
Pensions Family Law Form FL–6S: Spouse’s Application to Divide a Retired Member’s Pension – Special (Combined Option) PF-127
Pensions Family Law Form FL–8: Post-retirement Waiver of Survivor Pension After Separation (Optional) PF-128
Pensions Financial Hardship Unlocking - Form FHU 1 PF-095
Pensions Financial Hardship Unlocking - Form FHU 2 PF-096
Pensions Financial Hardship Unlocking - Form FHU 3 PF-097
Pensions Financial Hardship Unlocking - Form FHU 4 PF-098
Pensions FL-VB1-Application for Family Law Value – Variable Benefit Account FSRA Family Law Form PF-109
Pensions FL-VB2 - Joint Declaration of Period of Spousal Relationship – Variable Benefit Account (FSRA Family Law Form) PF-113
Pensions FL-VB3 - Contact Person Authorization – Variable Benefit Account (FSRA Family Law Form) PF-114
Pensions FL-VB4 - Statement of Family Law Value - Variable Benefit Account (FSRA Family Law Form) PF-115
Pensions FL-VB5-Application to Transfer the Family Law Value - Variable Benefit Account FSRA Family Law Form PF-110
Pensions Form 1 - Application for Registration of a Pension Plan PF-147
Auto Insurance Form 1 - Assessment of Attendant Care Needs 1223
Mortgage Brokering Form 1 – Investor/Lender Disclosure Statement for Brokered Transactions MF-016
Pensions Form 1.1 – Application for Registration of a Pension Plan Amendment PF-120
Mortgage Brokering Form 1.1 – Investor/Lender Disclosure Statement for Brokered Transactions: Addendum for Construction and Development Loans 1324E
Pensions Form 1.2 - Individual Pension Plan Certification PF-156
Mortgage Brokering Form 1.2 – Investor/Lender Disclosure Statement for Brokered Transactions: Waiver for Reducing the Waiting Period MF-019
Pensions Form 10 - Request for approval to transfer commuted values or purchase annuities (for pension plans that provide defined benefits) PF-140
Pensions Form 11 - Letter of Credit Certificate PF-154
Pensions Form 14 - Statement of Investment Policies and Procedures (SIPP) Information Summary 1328
Pensions Form 15 – PBA Exemption Election Form PF-116
Pensions Form 15.1 – Consent Form: Member PF-117
Pensions Form 15.2 – Consent Form: Spouse PF-118
Pensions Form 15.3 – Consent Form: Other Person PF-119
Pensions Form 2 - Annual Information Return (AIR) PF-141
Mortgage Brokering Form 2 – Renewal Form MF-017
Pensions Form 2.1 - Pension Benefits Guarantee Fund Assessment Certificate (PBGF) 1241
Mortgage Brokering Form 2.1 – Renewal Form Waiver: To Reduce the Waiting Period MF-020
Pensions Form 2.2 - Pension Benefits Guarantee Fund (PBGF) Assessment Certificate PF-158
Pensions Form 3 - Waiver of Joint and Survivor Pension PF-152
Pensions Form 4 - Waiver of Pre-retirement Death Benefit PF-153
Pensions Form 4.1 - Waiver of Survivor’s Benefit from an Ontario Locked-in Account (LIRA, LIF or LRIF) PF-148
Pensions Form 4.2 - Waiver of Survivor Benefit from a Registered Pension Plan by Spouse of Non-resident Former Member PF-146
Pensions Form 5 - Application to Withdraw or Transfer Money from an Ontario Locked-in Account PF-112
Pensions Form 5.2 - Application to withdraw or transfer up to 50% of the money transferred into a Schedule 1.1 LIF PF-106
Pensions Form 7 - Summary of Contributions PF-138
Pensions Form 7.1 - Non-Remittance/Variance of Contributions Reporting Form PF-137
Pensions Form 7.2 – Non-Receipt of Form 7 Reporting Form PF-139
Pensions Form 8 - Investment Information Summary PF-151
Pensions Form 9 - Actuarial Information Summary Form 9
Pensions Form VB 1 - Waiver of Joint and Survivor Pension - Variable Benefit Account PF-099
Pensions Form VB 2 - Application to Withdraw or Transfer up to 50% of Amount Transferred to a Variable Benefit Account PF-100
Pensions Form VB 3 - Direction of Retired Member to Transfer an Amount out of a Variable Benefit Account PF-101
Pensions Form VB 4 - Spousal Waiver of Death Benefit from a Variable Benefit Account PF-102
Pensions Form VB 5 - Direction of Spouse as Specified Beneficiary to Continue Receiving Variable Benefit Payments PF-103
Pensions Form VB 6 - Direction of Spouse as Specified Beneficiary to Transfer an Amount out of a Variable Benefit Account PF-104
Cross Sector Freedom of Information (FOI) Request GF-011
Insurance Prudential Freedom of Information (FOI) Request GF-011
Auto Insurance Freedom of Information (FOI) Request GF-011
Co-operative Corporations Freedom of Information (FOI) Request GF-011
Credit Unions and Caisses Populaires Freedom of Information (FOI) Request GF-011
Financial Planners and Financial Advisors Freedom of Information (FOI) Request GF-011
Health Service Providers Freedom of Information (FOI) Request GF-011
Life and Health Insurance Freedom of Information (FOI) Request GF-011
Loan and Trust Freedom of Information (FOI) Request GF-011
Mortgage Brokering Freedom of Information (FOI) Request GF-011
Pensions Freedom of Information (FOI) Request GF-011
Property and Casualty and General Insurance Freedom of Information (FOI) Request GF-011
Auto Insurance Garage Certificate of Insurance - Ontario​ AF-139
Auto Insurance Insurance Adjuster Application IF-016
Life and Health Insurance Insurance Adjuster Application IF-016
Property and Casualty and General Insurance Insurance Adjuster Application IF-016
Auto Insurance Insurance Company Pre-Payment Deposit Authorization Form IF-017
Life and Health Insurance Insurance Company Pre-Payment Deposit Authorization Form IF-017
Property and Casualty and General Insurance Insurance Company Pre-Payment Deposit Authorization Form IF-017
Auto Insurance Insurer Remittance Form for Disputes Between Insurers Arbitration Decisions AF-082
Cross Sector IT Risk Incident Notification Form GF-009E
Insurance Prudential IT Risk Incident Notification Form GF-009E
Auto Insurance IT Risk Incident Notification Form GF-009E
Co-operative Corporations IT Risk Incident Notification Form GF-009E
Credit Unions and Caisses Populaires IT Risk Incident Notification Form GF-009E
Financial Planners and Financial Advisors IT Risk Incident Notification Form GF-009E
Health Service Providers IT Risk Incident Notification Form GF-009E
Life and Health Insurance IT Risk Incident Notification Form GF-009E
Loan and Trust IT Risk Incident Notification Form GF-009E
Mortgage Brokering IT Risk Incident Notification Form GF-009E
Pensions IT Risk Incident Notification Form GF-009E
Property and Casualty and General Insurance IT Risk Incident Notification Form GF-009E
Pensions Joint Declaration of Period of Spousal Relationship (Ontario PRPP Form ON-B) 1343
Cross Sector Labour Mobility Application GF-017
Auto Insurance Licensing Link Agreement IF-020
Life and Health Insurance Licensing Link Agreement IF-020
Property and Casualty and General Insurance Licensing Link Agreement IF-020
Auto Insurance Life Insurance Replacement Declaration 1277
Life and Health Insurance Life Insurance Replacement Declaration 1277
Property and Casualty and General Insurance Life Insurance Replacement Declaration 1277
Auto Insurance Loss Transfer Request for Indemnification AF-083
Mortgage Brokering MBRCC-FSRA Accreditation Application Checklist MF-012
Mortgage Brokering Mortgage Brokerage Declaration of Compliance 1190
Mortgage Brokering Mortgage Brokerage Pre-Payment Authorization Form MF-010
Credit Unions and Caisses Populaires Mortgage Discharge Request Form CF-003
Auto Insurance Notice to Applicant of Dispute Between Insurers AF-143
Auto Insurance Notification of Loss Transfer AF-084
Auto Insurance O.E.F. 110: Reduced Coverage for Lessees or Drivers of Leased Vehicles Endorsement AF-117
Auto Insurance O.E.F. 111 Electronic addition endorsement (for attachment only to the Standard Excess Automobile Policy S.P.F. No. 7) AF-057
Auto Insurance O.E.F. 120: Reduction of Coverage for Lessees or Drivers of Leased vehicles Endorsement AF-118
Auto Insurance O.E.F. 47R - Optional accident benefits coverage & priority of payment AF-163
Auto Insurance O.E.F. 70: Named Chauffeur Endorsement Ontario Garage Automobile Policy (O.A.P. 4)​ AF-099
Auto Insurance O.E.F. 71: Excluding Owned Automobiles Endorsement (for Ontario Garage Automobile Policy O.A.P. 4)(Effective: January 1, 2001)​ AF-100
Auto Insurance O.E.F. 72: Multiple Alteration Endorsement​ AF-129
Auto Insurance O.E.F. 73: Excluding Financed Automobiles Endorsement (for Ontario Garage Automobile Policy O.A.P. 4) AF-101
Auto Insurance O.E.F. 74: Open Lot Theft Endorsement - Owned Automobiles (O.E.F. 74) 1098
Auto Insurance O.E.F. 75: Open Lot Theft Endorsement - Customers' Automobiles (O.E.F. 75) AF-103
Auto Insurance O.E.F. 76: Additional Insured Endorsement AF-104
Auto Insurance O.E.F. 77: Liability for Comprehensive Damage to a Customer's Automobile Endorsement AF-105
Auto Insurance O.E.F. 78: Reduction of Coverage for Named Persons Endorsement AF-106
Auto Insurance O.E.F. 78A: Excluded Driver Endorsement AF-107
Auto Insurance O.E.F. 79: Owned Automobiles - Fire and Theft Deductible Endorsement AF-108
Auto Insurance O.E.F. 80: Specified Owned Automobile Physical Damage Coverage AF-110
Auto Insurance O.E.F. 81: Garage Family Protection Endorsement AF-109
Auto Insurance O.E.F. 82: Liability for Damage to Non-Owned Automobiles and Drive Other Automobiles - Named Persons Endorsement AF-111
Auto Insurance O.E.F. 83: Automobile Transportation Endorsement AF-112
Auto Insurance O.E.F. 84: Owned Automobiles - Agreed Limit for Automobile Electronic Accessories and Equipment AF-113
Auto Insurance O.E.F. 85: Final Premium Computation Endorsement AF-130
Auto Insurance O.E.F. 86: Customer's Automobiles - Fire & Theft Deductible Endorsement AF-116
Auto Insurance O.E.F. 87: Added Coverage to Offset Tort Deductible AF-131
Auto Insurance O.E.F. 98A: Excluded Driver AF-114
Auto Insurance O.E.F. 98B: Reduction of Coverage for Lessees or Drivers of Leased Vehicles Endorsement AF-115
Auto Insurance O.P.F. 2: Ontario Driver's Policy OPF2
Auto Insurance OAF 1: Ontario Application for Automobile Insurance Owner's Form ​ AF-068
Auto Insurance OAF 2 : Ontario Application for Automobile Insurance Driver's Form AF-127
Auto Insurance OAF 4: Ontario Application for Automobile Insurance Garage Form​ ​ AF-122
Auto Insurance OAP 1: Ontario Automobile Policy Owner's Policy OAP1
Auto Insurance OAP 4: Ontario Garage Automobile Policy OAP4
Auto Insurance OCF-10 Election of Income Replacement, Non-Earner or Caregiver Benefit AF-128
Auto Insurance OCF-18: Treatment and Assessment Plan AF-119
Auto Insurance OCF-19: Application for Determination of Catastrophic Impairment AF-144
Auto Insurance OCF-1: Application for Accident Benefits​ AF-145
Auto Insurance OCF-21: Auto Insurance Standard Invoice AF-134
Auto Insurance OCF-23: Treatment Confirmation Form AF-120
Auto Insurance OCF-24: Minor Injury Treatment Discharge Report ​ AF-123
Auto Insurance OCF-2: Employer's Confirmation Form AF-085
Auto Insurance OCF-3 Disability Certificate AF-125
Auto Insurance OCF-4: Death and Funeral Benefits Application AF-086
Auto Insurance OCF-5: Permission to Disclose Health Information AF-124
Auto Insurance OCF-6 Expenses Claim Form AF-126
Auto Insurance OPCF 16: Suspension of Coverage AF-140
Auto Insurance OPCF 17: Reinstatement of Coverage AF-141
Auto Insurance OPCF 19A: Agreed Value of Automobiles AF-065
Auto Insurance OPCF 20: Coverage for Transportation Replacement AF-142
Auto Insurance OPCF 21A: Monthly Basis Reporting Fleet (Applicable to Ontario licensed automobiles)​​ AF-136
Auto Insurance OPCF 21B: Blanket Fleet Coverage for Ontario Licenced Automobiles AF-089
Auto Insurance OPCF 23A: Lienholder Protection AF-067E
Auto Insurance OPCF 23B - Mortgage (broad form) AF-059
Auto Insurance OPCF 25A: Alteration AF-121
Auto Insurance OPCF 27: Liability for Damage to Non-Owned Automobile(s) and Other Coverages When Insured Persons Drive, Rent or Lease Other Automobiles​ AF-137
Auto Insurance OPCF 27B: Business Operations - Liability for Damage to Non-Owned Automobile(s) in Your Care, Custody or Control​ AF-090
Auto Insurance OPCF 28: Reducing Coverage for Named Persons​ AF-091
Auto Insurance OPCF 28A: Excluded Driver​ AF-092
Auto Insurance OPCF 29: Additional Coverage For Named Person(s)​ AF-094
Auto Insurance OPCF 2: Providing Coverage When Named Persons Drive Other Automobiles or Rent or Lease Other Automobiles AF-132
Auto Insurance OPCF 38: Agreed Limit for Automobile Electronic Accessories and Equipment​ AF-095
Auto Insurance OPCF 3: Drive Government Automobiles AF-135
Auto Insurance OPCF 40: Fire Deductible​ AF-096
Auto Insurance OPCF 43: Removing Depreciation Deduction​ AF-074
Auto Insurance OPCF 43A: Removing Depreciation Deduction for Specified Lessee(s) AF-080
Auto Insurance OPCF 44R: Family Protection Coverage​ AF-097
Auto Insurance OPCF 47: Agreement not to Rely on SABS Priority of Payment Rules AF-098
Auto Insurance OPCF 47R: Optional accident benefits coverage & priority of payment AF-162
Auto Insurance OPCF 48: Added Coverage to Offset Tort Deductibles​ AF-138
Auto Insurance OPCF 49 Agreement Not to Recover for Loss or Damage from an Automobile Collision (for Ontario Automobile Policy OAP 1) AF-081
Auto Insurance OPCF 5: Permission to Rent or Lease Automobiles and Extending Coverage to the Specified Lessee(s)​ AF-087
Auto Insurance OPCF 5C: Permission to Rent or lease (unspecified lessees- short term leases only)​ AF-088
Auto Insurance OPCF 6B: School Bus AF-062
Auto Insurance OPCF 6C: Public Passenger Vehicles AF-063
Auto Insurance OPCF 6F: Public Passenger Vehicles - Combined Limits AF-064
Auto Insurance Protected Defendant Undertaking AF-146
Credit Unions and Caisses Populaires Request for Additional Brochures and Decals CF-004
Auto Insurance Request for Licensee Information from FSRA GF-006
Life and Health Insurance Request for Licensee Information from FSRA GF-006
Mortgage Brokering Request for Licensee Information from FSRA GF-006
Property and Casualty and General Insurance Request for Licensee Information from FSRA GF-006
Auto Insurance Settlement Disclosure Notice 1222
Cross Sector Sponsoring Company Form GF-018
Cross Sector Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Insurance Prudential Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Auto Insurance Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Co-operative Corporations Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Credit Unions and Caisses Populaires Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Financial Planners and Financial Advisors Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Health Service Providers Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Life and Health Insurance Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Loan and Trust Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Mortgage Brokering Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Pensions Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Property and Casualty and General Insurance Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
Auto Insurance Standard Benefit Statement AF-133
Pensions Statement of Family Law Value (Ontario PRPP Form ON-C) 1345
Pensions Wind Up Report For Defined Contribution Pension Plans PF-105