Applications and Administration Forms

Forms and Applications for CDA Investment Plans

Below, you can download application and administration forms for all of the Canadian Dentists’ Investment Program’s CDA Fund investment plans.

Simply click on the name of the investment plan application or other form required from the list below. When the form has downloaded, print it, fill it in and send it to CDSPI via regular mail. (Some forms may be faxed to (416) 296-9459. See forms for instructions or call for more information. )

Applications
• CDA RSP/CDA Investment Account/CDA RIF
• CDA RESP (Links to the plan page)
• CDA Investment Account for Business

Administration Forms
• Indentification Form
• Pre-Authorized Chequing (PAC)
• Transfer of Registered Investments
• Transfer of Non-Registered Investments
• 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 CDA fund transfers (but not withdrawals) on your behalf.
• Authorization to Receive Electronic Instructions
To authorize CDSPI/PGL 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, contact CDSPI Investment Services at 1-800-561-9401 (toll-free) or (416) 296-9401, Extension 5020.

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

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