The following table lists FSRA forms searchable by title, number, sector and category. Each form has been created in a PDF format which you can download, complete in Adobe Reader and save to your computer. See the General Information page for more details.

Note: 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. Please reach out to our contact centre if you require assistance.

 

Forms Directory
Showing 1 to 177 of 177 entries
Sector Title Number Last Updated
Auto O.E.F. 74: Open Lot Theft Endorsement - Owned Automobiles (O.E.F. 74) 1098
Insurance Licensing Link Agreement 1147
Pensions Form 10 - Request for Superintendent's Approval of Commuted Value Transfers 1164
Pensions Form 3 - Waiver of Joint and Survivor Pension 1165
Pensions Form 4 - Waiver of Pre-Retirement Death Benefit 1166
Pensions Superintendent's Checklist for Compliance on Plan Wind up for Defined Benefit Plans 1171
Mortgage Mortgage Brokerage Declaration of Compliance 1190
Loan & Trust Application for Loan and Trust Corporation Registration 1198
Auto Settlement Disclosure Notice 1222
Auto Form 1: Assessment of Attendant Care Needs 1223
Pensions Form 2.1 - Pension Benefits Guarantee Fund Assessment Certificate (PBGF) 1241
Pensions Form 4.1 - Waiver of Survivor’s Benefit from an Ontario Locked-in Account (LIRA, LIF or LRIF) 1248
Insurance Life Insurance Replacement Declaration 1277
Pensions Form 11 - Letter of Credit Certificate 1294
Pensions Form 1.2 - Individual Pension Plan Certification 1306
Insurance Application for Surrender of an Insurance Adjuster Licence 1322
Mortgage Form 1.1 – Investor/Lender Disclosure Statement for Brokered Transactions: Addendum for Construction and Development Loans 1324E
Pensions Form 14 - Statement of Investment Policies and Procedures (SIPP) Information Summary 1328
Pensions Application for Family Law Value (Ontario PRPP Form ON-A) 1342
Pensions Joint Declaration of Period of Spousal Relationship (Ontario PRPP Form ON-B) 1343
Pensions Certification(s) Regarding Spouse – Withdrawal/Transfer from a Locked-in Account (Ontario PRPP Form ON-2) 1344
Pensions Statement of Family Law Value (Ontario PRPP Form ON-C) 1345
Pensions Application to Transfer the Family Law Value (Ontario PRPP Form ON-D) 1346
CU-CP Application for an extra-provincial registration for a Credit Union or Caisse Populaire 1383
Pensions Form 4.2-Waiver of Survivor benefit from a from a registered pension plan by a spouse of a non-resident former member 1395
Auto Certificate of the Officer for Auto Insurance Attestation AF-007
Auto Certificate of the Officer for Auto Insurance Attestation (Facility Association) AF-008
Auto O.E.F. 111 Electronic addition endorsement (for attachment only to the Standard Excess Automobile Policy S.P.F. No. 7) AF-057
Auto Application for Automobile Insurance Exemptive Authority Activity Test and Learn Environment (TLE) AF-058
Auto OPCF 23B - Mortgage (broad form) AF-059
Auto OPCF 6B: School Bus AF-062
Auto OPCF 6C: Public Passenger Vehicles AF-063
Auto OPCF 6F: Public Passenger Vehicles - Combined Limits AF-064
Auto OPCF 19A: Agreed Value of Automobiles AF-065
Auto OPCF 23A: Lienholder Protection AF-067E
Auto OAF 1: Ontario Application for Automobile Insurance Owner's Form ​ AF-068
Auto OPCF 43: Removing Depreciation Deduction​ AF-074
Auto Certificate of Automobile Insurance (Ontario)​ AF-077
Auto OPCF 43A: Removing Depreciation Deduction for Specified Lessee(s) AF-080
Auto OPCF 49 Agreement Not to Recover for Loss or Damage from an Automobile Collision (for Ontario Automobile Policy OAP 1) AF-081
Auto Insurer Remittance Form for Disputes Between Insurers Arbitration Decisions AF-082
Auto Loss Transfer Request for Indemnification AF-083
Auto Notification of Loss Transfer AF-084
Auto OCF-2: Employer's Confirmation Form AF-085
Auto OCF-4: Death and Funeral Benefits Application AF-086
Auto OPCF 5: Permission to Rent or Lease Automobiles and Extending Coverage to the Specified Lessee(s)​ AF-087
Auto OPCF 5C: Permission to Rent or lease (unspecified lessees- short term leases only)​ AF-088
Auto OPCF 21B: Blanket Fleet Coverage for Ontario Licenced Automobiles AF-089
Auto OPCF 27B: Business Operations - Liability for Damage to Non-Owned Automobile(s) in Your Care, Custody or Control​ AF-090
Auto OPCF 28: Reducing Coverage for Named Persons​ AF-091
Auto OPCF 28A: Excluded Driver​ AF-092
Auto OPCF 38: Agreed Limit for Automobile Electronic Accessories and Equipment​ AF-095
Auto OPCF 40: Fire Deductible​ AF-096
Auto OPCF 44R: Family Protection Coverage​ AF-097
Auto OPCF 47: Agreement not to Rely on SABS Priority of Payment Rules AF-098
Auto O.E.F. 70: Named Chauffeur Endorsement Ontario Garage Automobile Policy (O.A.P. 4)​ AF-099
Auto O.E.F. 71: Excluding Owned Automobiles Endorsement (for Ontario Garage Automobile Policy O.A.P. 4)(Effective: January 1, 2001)​ AF-100
Auto O.E.F. 73: Excluding Financed Automobiles Endorsement (for Ontario Garage Automobile Policy O.A.P. 4) AF-101
Auto O.E.F. 75: Open Lot Theft Endorsement - Customers' Automobiles (O.E.F. 75) AF-103
Auto O.E.F. 76: Additional Insured Endorsement AF-104
Auto O.E.F. 77: Liability for Comprehensive Damage to a Customer's Automobile Endorsement AF-105
Auto O.E.F. 78: Reduction of Coverage for Named Persons Endorsement AF-106
Auto O.E.F. 78A: Excluded Driver Endorsement AF-107
Auto O.E.F. 79: Owned Automobiles - Fire and Theft Deductible Endorsement AF-108
Auto O.E.F. 81: Garage Family Protection Endorsement AF-109
Auto O.E.F. 80: Specified Owned Automobile Physical Damage Coverage AF-110
Auto O.E.F. 82: Liability for Damage to Non-Owned Automobiles and Drive Other Automobiles - Named Persons Endorsement AF-111
Auto O.E.F. 83: Automobile Transportation Endorsement AF-112
Auto O.E.F. 84: Owned Automobiles - Agreed Limit for Automobile Electronic Accessories and Equipment AF-113
Auto O.E.F. 98A: Excluded Driver AF-114
Auto O.E.F. 98B: Reduction of Coverage for Lessees or Drivers of Leased Vehicles Endorsement AF-115
Auto O.E.F. 86: Customer's Automobiles - Fire & Theft Deductible Endorsement AF-116
Auto O.E.F. 110: Reduced Coverage for Lessees or Drivers of Leased Vehicles Endorsement AF-117
Auto O.E.F. 120: Reduction of Coverage for Lessees or Drivers of Leased vehicles Endorsement AF-118
Auto OCF-18: Treatment and Assessment Plan AF-119
Auto OCF-23: Treatment Confirmation Form AF-120
Auto OPCF 25A: Alteration AF-121
Auto O.A.F. 4: Ontario Application for Automobile Insurance Garage Form​ ​ AF-122
Auto OCF-24: Minor Injury Treatment Discharge Report ​ AF-123
Auto OCF-5: Permission to Disclose Health Information AF-124
Auto OCF-3 Disability Certificate AF-125
Auto OCF-6 Expenses Claim Form AF-126
Auto O.A.F. 2 : Ontario Application for Automobile Insurance Driver's Form AF-127
Auto OCF-10 Election of Income Replacement, Non-Earner or Caregiver Benefit AF-128
Auto O.E.F. 72: Multiple Alteration Endorsement​ AF-129
Auto O.E.F. 85: Final Premium Computation Endorsement AF-130
Auto O.E.F. 87: Added Coverage to Offset Tort Deductible AF-131
Auto OPCF 2: Providing Coverage When Named Persons Drive Other Automobiles or Rent or Lease Other Automobiles AF-132
Auto Standard Benefit Statement AF-133
Auto OCF-21: Auto Insurance Standard Invoice AF-134
Auto OPCF 3: Drive Government Automobiles AF-135
Auto OPCF 21A: Monthly Basis Reporting Fleet (Applicable to Ontario licensed automobiles)​​ AF-136
Auto 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 OPCF 48: Added Coverage to Offset Tort Deductibles​ AF-138
Auto Garage Certificate of Insurance - Ontario​ AF-139
Auto OPCF 16: Suspension of Coverage AF-140
Auto OPCF 17: Reinstatement of Coverage AF-141
Auto OPCF 20: Coverage for Transportation Replacement AF-142
Auto Notice to Applicant of Dispute Between Insurers AF-143
Auto OCF-19: Application for Determination of Catastrophic Impairment AF-144E
Auto OCF-1: Application for Accident Benefits​ AF-145
Auto Protected Defendant Undertaking AF-146
Auto Direct Compensation - Property Damage Undertaking AF-161
CU-CP Mortgage Discharge Request Form CF-003
CU-CP Request for Additional Brochures and Decals CF-004
Auto OPCF 29: Additional Coverage For Named Person(s)​ F-094
Pensions Form 9 - Actuarial Information Summary Form 9
FP/FA Application for Approval of a Credentialing Body and Credentials FPF-001
FP/FA Credentialing Body Annual Information Return (AIR) FPF-002
Mortgage Request for Licensee Information from FSRA GF-006
Insurance Request for Licensee Information from FSRA GF-006
All Sectors IT Risk Incident Notification Form GF-009E
All Sectors Standard Application to the Test and Learn Environment (TLE) Requesting FSRA Exercising Regulatory Discretion GF-010
General Regulatory Freedom of Information (FOI) Request GF-011
General Regulatory Complaint Form GF-012
General Regulatory Complaint Form – Anonymous Submission GF-013
Insurance Corporation/Partnership Application For Insurance Adjuster IF-015
Insurance Insurance Adjuster Application IF-016
Insurance Insurance Company Pre-Payment Deposit Authorization Form IF-017
Insurance Application for Surrender of an Insurance Agent or Corporate/Partnership Insurance Agent Licence IF-022
Mortgage Mortgage Brokerage Pre-Payment Authorization Form MF-010
Mortgage MBRCC-FSRA Accreditation Application Checklist MF-012
Mortgage Application for surrender of a mortgage agent level 1, agent level 2, or mortgage broker licence MF-015E
Mortgage Form 1 – Investor/Lender Disclosure Statement for Brokered Transactions MF-016
Mortgage Form 2 – Renewal Form MF-017
Mortgage Form 1.2 – Investor/Lender Disclosure Statement for Brokered Transactions: Waiver for Reducing the Waiting Period MF-019
Mortgage Form 2.1 – Renewal Form Waiver: To Reduce the Waiting Period MF-020
Auto OAP 1: Ontario Automobile Policy Owner's Policy OAP1
Auto O.A.P. 4: Ontario Garage Automobile Policy OAP4
Auto O.P.F. 2: Ontario Driver's Policy OPF2
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 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
Pensions Wind Up Report For Defined Contribution Pension Plans PF-105
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 DFC2 - Schedule to Defer Certain Contributions PF-107
Pensions DFC1 - Election Form to Defer Certain Contributions PF-108
Pensions FL-VB1-Application for Family Law Value – Variable Benefit Account FSRA Family Law Form PF-109
Pensions FL-VB5-Application to Transfer the Family Law Value - Variable Benefit Account FSRA Family Law Form PF-110
Pensions DFC3 - Contribution Deferral Statutory Declaration PF-111
Pensions Form 5 - Application to Withdraw or Transfer Money from an Ontario Locked-in Account PF-112
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 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 1.1 – Application for Registration of a Pension Plan Amendment PF-120
Pensions Asset Transfer Application Summary - (Transfers under PBA s. 80.4) PF-121
Pensions Actuary’s Certification Defined Benefit Single Employer Pension Plan (SEPP) to Jointly Sponsored Pension Plan (JSPP) Transfer under Section 80.4 PF-122
Pensions Asset Transfer Application Summary (Transfers under PBA s. 80 and 81) PF-123
Pensions Actuary’s Certification - Defined Benefit Single Employer Pension Plan (SEPP) to SEPP Transfer under Section 80 or 81 PF-124
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 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 PF-131
Pensions Family Law Form FL–1: Application for Family Law Value PF-132
Pensions Family Law Form FL–4C: Statement of Family Law Value – Active Member of a Plan with Defined 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 Pension PF-135
Pensions Form 7.1 - Non-Remittance/Variance of Contributions Reporting Form PF-137
Pensions Form 7 - Summary of Contributions PF-138
Pensions Form 7.2 – Non-Receipt of Form 7 Reporting Form PF-139
Pensions Form 2 - Annual Information Return (AIR) PF-141
Pensions Form 1 - Application for Registration of a Pension Plan PF-147
Pensions Form 8 - Investment Information Summary PF-151
Pensions Form 2.2 - Pension Benefits Guarantee Fund (PBGF) Assessment Certificate PF-158