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Forms

Please click on the form or other document you need under the categories below:

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

Partner Insurance (Life)

Accidental Death and Dismemberment (AD&D)

DisabilityGuard™

CDSPI Retiree Benefits

TripleGuard™

Office Overhead Expense

Dental Office Staff

Malpractice

Ontario Excess Malpractice

Professional Legal Expenses Plan

Travel Edge/Travel Edge Plus

CDSPI Home & Auto

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.

Pre-Authorized Chequing Plan

Pre-Authorized Credit Card Plan

Lost Policy

Assignment/Ownership

Change of Beneficiary

Combined Basic Life, Family Life, AD&D

Special Rates for Basic Life, Family Life, Long Term Disability, or Office Overhead

Apply for Non-smoker Rates

Registered Retirement Savings Plan (RRSP)

Registered Retirement Income Fund (RRIF)

Dental Edge Group RRSP Service

Contact us at investments@cdspi.com or 1.800.561.9401 if you are interested in establishing a Dental EDGE RRSP for your practice.

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)

Declaration of Tax Residence for Entities

Declaration of Tax Residence for Individuals

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)