Forms

Find applications, brochures and more in one convenient location.

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Insurance

Fillable PDFs must be downloaded and completed using Acrobat Reader 10 or higher.

Dental Office Staff

Disability & Health

Accidental Death & Dismemberment (AD&D)

DisabilityGuard™

Grads - Change to level premiums

CDSPI Retiree Benefits

Compare benefits

Office Overhead Expense

Home & Auto

Life Insurance

Basic Life

Family Life

Term 100

Permanent Insurance

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

Malpractice

Excess Malpractice

Malpractice for Dental Therapist

Practice Protection

TripleGuard™ Associates

TripleGuard™ Practice Owner

Building

Office Overhead Expense

Students

No-cost Student Insurance*
Graduate Package

No-cost Student Insurance*
Undergraduate Package

Apply now (under 40)

Apply now (ages 40-64)

TripleGuard™ Office Insurance

Plan details: Associates

Plan details: Practice Owners

Grad activation form

*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

Other Insurance Forms

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

Fillable PDFs must be downloaded and completed using Acrobat Reader 10 or higher.

Registered Plans

Registered Retirement Savings Plan (RRSP)

Registered Retirement Income Fund (RRIF)

Dental Edge Group RRSP Service

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 Plans

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)

Other Investment Forms

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

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.

We're Here to Help

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Give us a call

Our team is available Monday through Friday, 8:30-4:30.

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Send us a message

You'll receive a response within 2 business days.

insurance@cdspi.com
investments@cdspi.com
cdspi@cdspi.com

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Speak with an Advisor

Meet with an advisor at a time that suits your schedule.

Meet with an advisor

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Send us a fax

Documents can be sent directly to our administrative teams.

Insurance: 1.866.337.3389
Investment: 1.866.561.2250