Forms

Registered/Non-Registered Accounts

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Application Form (Registered/Non-Registered)2.3 MB
Updated On
Jan 2019

TFSA

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Tax-Free Savings Account (TFSA) Application Form1.37 MB
Updated On
Mar 2015

RESP

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Individual Education Savings Plan Application Form735.18 KB
Updated On
Mar 2015
Form Note
Note: Please complete applicable Basic CESG grant formsNote: CLB and additional CESG are not offered
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Family Education Savings Plan Application Form3.03 MB
Updated On
Mar 2015
Form Note
Note: Please complete applicable Basic CESG grant formsNote: CLB and additional CESG are not offered
Updated On
Jan 2018
Form Note
Canada Education Savings Grant ( CESG ) application form ( SDE 0093 )
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Canada Learning Bond (CLB) Application for Adult Beneficiaries660.56 KB
Updated On
Jan 2022
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Education Savings Plan Partial Withdrawal/Plan Termination200.92 KB
Updated On
Jun 2010

Transfer Forms

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Transfer Authorization for Registered Investments (2033)1.27 MB
Updated On
Mar 2023
Updated On
Sep 2007
Form Note
Transfer of RRSP Annuity/Excess RRIF Payment (T2030)
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Transfer from a DPSP or an RPP (T2151)61.6 KB
Updated On
Sep 2007
Updated On
Apr 2021
Form Note
Transfer between Registered Education Savings Plans (RESP) - Federal
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Transfer between Registered Education Savings Plans (RESP) (Supp)49.46 KB
Updated On
Oct 2012
Updated On
Jan 2013
Form Note
Transfer between Registered Education Savings Plans (RESP) - Quebec

Estate

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TFSA Letter of Direction and Indemnity Upon Death of Holder121.78 KB
Updated On
Oct 2016
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Declaration of Transmission by Death207.5 KB
Updated On
Aug 2023
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Certification/Entitlement Regarding a Surviving "Spouse" for Locked-In Plans43.86 KB
Updated On
Jun 2015
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Definition of "Spouse", "Common-law partner", and" Pension Partner" for the Purposes of Locked-In Plans Only39.3 KB
Updated On
Dec 2012
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Change of Spousal or Common-law Partner Contributor Information of an RRSP/RRIF upon Relationship Breakdown104.67 KB
Updated On
Oct 2013

Miscellaneous

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Pre-authorized Chequing Agreement55.8 KB
Updated On
Apr 2010
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Registered Retirement Savings Plan (RRSP) Beneficiary Designation Form980.45 KB
Updated On
Jul 2019
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Registered Retirement Income Fund (RRIF) Successor Annuitant and/or Other Beneficiary Designation Form982.17 KB
Updated On
Jul 2019

Alberta

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Prescribed Life Income Fund (Alberta LIF) Addendum77.27 KB
Updated On
Jan 2015
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Prescribed Locked-In Retirement Account (Alberta LIRA) Addendum78.51 KB
Updated On
Jan 2015
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Certification by Annuitant Regarding Spouse - Alberta34.47 KB
Updated On
Jan 2008
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Locked-In Plans Withdrawal Request Form - Shortened Life Expectancy - Alberta26.22 KB
Updated On
Apr 2012
Updated On
Jan 2015
Form Note
Pension Partner Waiver on Transfer to a LIF, from a LIRA (Form 10) - Alberta
Updated On
Jan 2015
Form Note
Pension Partner Waiver of Entitlement to a 60% Joint and Survivor Annuity (Form 11) - Alberta
Updated On
Jan 2015
Form Note
Pension Partner Waiver of Death Benefit from a LIRA (Form 12) - Alberta
Updated On
Jan 2015
Form Note
Pension Partner Waiver to Permit Unlocking due to Shortened Life or Non-Residency Status (Form 13) - Alberta
Updated On
Jan 2015
Form Note
Pension Partner Waiver to Permit up to 50% Unlocking (Form 14) - Alberta
Updated On
Jan 2015
Form Note
Pension Partner Waiver to Establish a LIF from a Pension Plan (Form 15) - Alberta
Updated On
Jan 2015
Form Note
Pension Partner Waiver of Entitlement to Death Benefit after Establishment of LIF (Form 16) - Alberta
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Statement of Information and Notification under the Alberta 50% Unlocking Provision - Alberta37.65 KB
Updated On
Jan 2015

British Columbia

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Life Income Fund Addendum - British Columbia Pension Legislation94.29 KB
Updated On
Sep 2015
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Locked-In Retirement Account Addendum - British Columbia Pension Legislation87.01 KB
Updated On
Sep 2015
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Certification by Annuitant Regarding Spouse - British Columbia51.43 KB
Updated On
Sep 2015
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Locked-In Plans Withdrawal Request Form - Shortened Life Expectancy - British Columbia63.04 KB
Updated On
Sep 2015

Federal

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Locked-In Plans Withdrawal Request Form Shortened Life Expectancy55.11 KB
Updated On
Apr 2012
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Life Income Fund Amending Agreement - Federal Pension Benefits Standards Act93.34 KB
Updated On
Sep 2018
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Locked-In RSP Amending Agreement - Federal Pension Legislation88.46 KB
Updated On
Sep 2018
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Restricted Life Income Fund Amending Agreement - Federal Pension Benefits Standards Act103.48 KB
Updated On
Sep 2018
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Restricted Locked-In Savings Plan Amending Agreement - Federal Pension Legislation88.43 KB
Updated On
Sep 2018
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Request to Unlock Funds from a Federal Restricted Life Income Fund107.16 KB
Updated On
Mar 2010
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Attestation(s) Regarding Spouse/Common-law Partner (Schedule V, Form 2)50.26 KB
Updated On
Sep 2008
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Attestation of Total Amount Held in Federally Regulated Locked-In Plans (Schedule V, Form 3)39.09 KB
Updated On
Sep 2008
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Application to Transfer Pension Benefit Credit Under Section 26 of the Pension Benefits Standards Act (Schedule 1, Form 3)48.54 KB
Updated On
Sep 2008
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Attestation Regarding Withdrawal Based on Financial Hardship (Schedule V, Form 1)85.86 KB
Updated On
Dec 2008
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Declaration and Indemnity re Non-Residency for a Federal LIRSP, LIF, Restricted LIF, or Restricted LSP35.07 KB
Updated On
Nov 2008

Manitoba

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Withdrawal Based on Shortened Life Expectancy67.7 KB
Updated On
Dec 2012
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Lump Sum Withdrawal By Non-Resident Under Manitoba Pension Legislation74.94 KB
Updated On
Jul 2010
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Lump Sum Withdrawal Based on Small Amounts Under Manitoba Pension Legislation635.83 KB
Updated On
Jul 2010
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Locked-in Retirement Account (LIRA) Addendum To RRSP Contract81.07 KB
Updated On
Aug 2018
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Life Income Fund (LIF) Addendum To RRIF Contract121.44 KB
Updated On
Aug 2018
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Manitoba Prescribed RRIF Amending Agreement60.97 KB
Updated On
Sep 2010
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Certification by Annuitant Regarding Spouse - Manitoba33.9 KB
Updated On
Mar 2011

New Brunswick

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Life Income Fund Amending Agreement - New Brunswick Pension Legislation76.87 KB
Updated On
Dec 2012
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Locked-In Retirement Account Amending Agreement - New Brunswick Pension Legislation60.54 KB
Updated On
Dec 2012
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Certification by Annuitant Regarding Spouse - New Brunswick37.31 KB
Updated On
Dec 2012
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Locked-In Plans Withdrawal Request Form - Shortened Life Expectancy55.11 KB
Updated On
Apr 2012
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Record of Transfer of Locked-In Retirement Funds - New Brunswick451.44 KB
Updated On
Apr 2008

Newfoundland and Labrador

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Life Income Fund Amending Agreement - Newfoundland and Labrador Pension Monies131.2 KB
Updated On
May 2019
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Locked-In Retirement Account Amending Agreement - Newfoundland and Labrador Pension Legislation49.59 KB
Updated On
Apr 2008
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Locked-In Retirement Income Fund (LRIF) Amending Agreement - Newfoundland and Labrador63.9 KB
Updated On
Jan 2008
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Certification by Annuitant Regarding Spouse - Newfoundland and Labrador35.38 KB
Updated On
Feb 2008
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Locked-In Plans Withdrawal Request Form - Shortened Life Expectancy55.11 KB
Updated On
Apr 2012

Nova Scotia

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Life Income Fund Amending Agreement - Nova Scotia Pension Legislation92.74 KB
Updated On
Jan 2015
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Locked-In Retirement Account Amending Agreement - Nova Scotia Pension Legislation51.48 KB
Updated On
Apr 2008
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Certification by Annuitant Regarding Spouse - Nova Scotia34.92 KB
Updated On
Apr 2008

Ontario

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New Life Income Fund Amending Agreement - Ontario Pension Benefits Act108.02 KB
Updated On
Sep 2018
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Locked-In Retirement Account Amending Agreement - Ontario89.3 KB
Updated On
Sep 2018
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Certification by Annuitant Regarding Spouse - Ontario30.46 KB
Updated On
Mar 2018

Quebec

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Life Income Fund Amending Agreement (Quebec) - Supplemental Pension Plans Act of Quebec88.3 KB
Updated On
May 2013
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Locked-In Retirement Account Amending Agreement (Quebec) - Supplemental Pension Plans Act of Quebec64.3 KB
Updated On
Apr 2008
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Locked-In Plans Withdrawal Request Form - Shortened Life Expectancy55.11 KB
Updated On
Apr 2012

Saskatchewan

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Locked-In Retirement Account Amending Agreement - Saskatchewan63.52 KB
Updated On
May 2018
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Saskatchewan Prescribed RRIF Amending Agreement89.57 KB
Updated On
Jun 2018
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Certification by Annuitant Regarding Spouse - Saskatchewan19.92 KB
Updated On
Apr 2018
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Locked-In Plans Withdrawal Request Form - Shortened Life Expectancy55.11 KB
Updated On
Apr 2012
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Withdrawal Form for Small Amounts in Saskatchewan78.07 KB
Updated On
May 2019
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Spouse's Consent to Transfer to a Registered Retirement Income Fund Contract - Saskatchewan130.34 KB
Updated On
Apr 2008

CIBC Mutual Funds Forms

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Application Form (Registered/Non-Registered)3.23 MB
Updated On
Dec 2021
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TFSA Application Form1.26 MB
Updated On
Dec 2021
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Pre-authorized Chequing Agreement49.42 KB
Updated On
Apr 2010
Form PDF Upload
Change of Spousal or Common-law Partner Contributor Information of an RRSP/RRIF upon Relationship Breakdown32.34 KB
Updated On
Oct 2013