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Forms

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Insurance

Dental Office Staff

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)

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

Non-Registered Investment Account for Businesses

Individual Pension Plan

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 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

Call us

General line:
1.800.561.9401

Insurance Services fax:
1.866.337.3389

Investment Services fax:
1.866.561.2250

Email us

General inquiries:
cdspi@cdspi.com

Insurance Services:
insurance@cdspi.com

Investment Services:
investment@cdspi.com

Book a meeting

Book a meeting with us at a time that suits your busy schedule.