Forms
Find applications, brochures and more in one convenient location.
Insurance
Dental Office Staff
Accidental Death & Dismemberment (AD&D)
DisabilityGuard™
CDSPI Retiree Benefits
Office Overhead Expense
Auto & Home
Basic Life
Family Life
Permanent Life - Term 100
Special Rates for Basic Life, Family Life, Long Term Disability, or Office Overhead
Convert Basic Life Insurance and/or Family Life Insurance to Term 100 Life Insurance
Application for Non-Smoker Premium Rates
(Basic Life, Term 100, Family Life, Dental Office Staff Insurance, Long Term Disability, Office Overhead Expense)
Malpractice
Excess Malpractice
Malpractice for Dental Therapist
TripleGuard™ Associates
TripleGuard™ Practice Owner
Building
Office Overhead Expense
Undergraduate Package (Under 40)*
Undergraduate Package (ages 40-64)*
Optional Graduate Package*
TripleGuard™ Office Insurance
*Coverage is offered at no cost to you until December 31st of your graduation year, if you are an eligible full-time dental student at an accredited Canadian university. Premiums for the following three years are then reduced to 50% of the regular premium for Basic Life and Accidental Death and Dismemberment insurance plans, and at a lifetime reduction of 15% on regular premiums for DisabilityGuard™ Insurance. Students 40 and over are subject to medical underwriting for Undergraduate and Optional insurance plans.
Travel Edge/Travel Edge Plus
Pre-Authorized Chequing Plan
*If the name(s) on the CDSPI account and the bank account to be debited are the same and are not corporation names, use the online form. Otherwise, print a PDF form that you can complete and return by fax, email or post.
Lost Policy
Assignment / Ownership
Change of Beneficiary
Please contact a licensed insurance advisor with CDSPI Advisory Services Inc. if you need advice about your insurance needs.
Investments
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Dental Edge Group RRSP Service
To enroll in the Dental Edge Group RRSP Service—contact CDSPI Investment Advisory Services Inc. at 1.800.561.9401 or investment@cdspi.com
Registered Education Savings Plan (RESP)
- RESP Terms & Conditions (Family & Individual)
- RESP Annex A – Additional Beneficiaries
- RESP Annex B – Primary Caregiver and/or Custodial Parent/Legal Guardian
- RESP Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
- RESP Schedule "A"
- RESP Transfer Request
- EAP Redemption
Non-Registered Investment Account
Applicants MUST also complete the form “Declaration of Tax Residence for Individuals” located under the Other Investment Forms menu.
Non-Registered Investment Account for Businesses
Applicants MUST also complete the form “Declaration of Tax Residence for Entities” located under the Other Investment Forms menu.
Individual Pension Plan
Tax-Free Savings Account (TFSA)
Change in Beneficiary
Declaration of Tax Residence for Entities
Declaration of Tax Residence for Individuals
Deposit
Fund Transfer Authorization
Identification
Interfund Transfer
Paperless Investment Statements
Pre-Authorized Chequing (PAC)
Rebalancing Service
Receive Electronic Instructions
Transfer of Non-Registered Investments
Transfer of Registered Investments (Not Including TFSA)
Please contact a licensed investment advisor with CDSPI Advisory Services Inc. if you need advice about your investment needs.