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Forms and Applications for Investment Plans

Below, you can download application and administration forms for CDSPI Fund investment plans.

Simply click on the name of the investment plan application or other form required from the list below.

Please note that forms with an astrick in black or blue (*) are fillable online, but will still need to be mailed to CDSPI via
regular mail or faxed. Please see individual forms for instructions on how to submit.

Applications

RSP/Investment Account/RIF*
RESP*
Investment Account for Business/IPP*
TFSA*

 Administration Forms

Identification Form*
Pre-Authorized Chequing (PAC) *
TFSA Transfer Form *
Transfer of Registered Investments (not including TFSA)*
Transfer of Non-Registered Investments*
Declaration of Tax Residence for Individuals 
Declaration of Tax Residence for Entities
Deposit Form*
Change of Beneficiary Form
Automatic Rebalancing Service Form
Authorization Form — Paperless Investment Statements
Interfund Transfer Form
Fund Transfer Authorization
To authorize a person to perform CDSPI fund transfers (but not withdrawals) on your behalf.
Authorization to Receive Electronic Instructions
To authorize CDSPI/CDSPI Advisory Services Inc. staff to receive investment instructions from you — via phone, fax and/or Internet.
Continuing Power of Attorney
To grant a person power of attorney over your Canadian Dentists' Investment Program account(s).

 

Mail completed forms to: CDSPI Investment Services, 155 Lesmill Road, Toronto, Ontario, M3B 2T8.

If you need assistance completing a form, speak to a Certified Financial Planner at CDSPI Advisory Services Inc.

Note: To view these forms, you will need to have Adobe Acrobat Reader installed on your computer.