Forms
Find applications, brochures and more in one convenient location.
Forms
Please click on the form or other document you need under the categories below:
Basic Life
Family Life
Permanent Life - Term 100
Permanent Life - Whole Life and Universal Life
Contact our Investment Advisory Team at 1.800.561.9401 or investments@cdspi.com
Accidental Death and Dismemberment (AD&D)
DisabilityGuard™
CDSPI Retiree Benefits
Malpractice
Ontario Excess Malpractice
TripleGuardTM Associates
TripleGuard™ Practice Owner
Building
Office Overhead Expense
Dental Office Staff
Travel Edge/Travel Edge Plus
Personal Umbrella Liability
Undergraduate Package (under 40)*
Undergraduate Package (ages 40-64)*
Optional Graduate Package*
TripleGuard™ 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.
*Individual circumstances may vary. You may wish to contact the licensed insurer's representative or a licensed insurance agent if you need advice about your insurance needs.
Pre-Authorized Chequing Plan (Online)*
Pre-Authorized Chequing Plan (PDF)
Lost Policy
Assignment/Ownership
Change of Beneficiary
Special Rates for Basic Life, Family Life, Long Term Disability, or Office Overhead
Apply for Non-smoker Rates
*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.
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Dental Edge Group RRSP Service
Registered Education Savings Plan (RESP)
- 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
Non-Registered Investment Account For Businesses
Individual Pension Plan (IPP)
Tax-Free Savings Account (TFSA)
Change in Beneficiary
Continuing Power of Attorney
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 Investment (Not Including TFSA)