Documents and Forms
CI Investment Services Inc. Account Opening Documentation
HOW TO SUBMIT A PAPER APPLICATION
Step 1 Print, fill out and have the client sign the applicable account application form(s).
Step 2 Email, Fax or Mail the completed and signed documents to CI Investment Services Inc. (CIIS). CIIS will review the documents and notify you once the account(s) have been opened.
E-mail: [email protected]
Fax: 416.288.8611
Address: CI Investment Services Inc.
199 Bay St. Suite 2600, PO BOX 108 STN Commerce Court, Toronto, ON, M5L 1E2. ATTN: New Accounts
NON-REGISTERED ACCOUNTS
Individual
- New Account Application Form
- Disclosures & Customer Agreements Booklet
- PEP Form (If Applicable)
- W8 Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Declaration of Tax Residence for Individuals
Corporate
- New Account Application Form
- Corporate Resolution Document
- Disclosures & Customer Agreements Booklet
- PEP Form If Applicable
- W8-Ben-E Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Guarantee of Account
- Declaration of Tax Residence for Entities
Please contact CI Investment Services for opening Institutional Accounts.
REGISTERED ACCOUNTS
TFSA (Tax-Free Savings Account)
- New Account Application Form Individual
- Disclosures & Customer Agreements Booklet
- PEP Form Individual (if Applicable)
- TFSA Form
- W8 Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Registered Plan Beneficiary Designation Form
- Contingent Beneficiary Designation Form
- Declaration of Tax Residence for Individuals
RRSP (Registered Retirement Savings Plan) & RRIF (Registered Retirement Income Fund)
- New Account Application Form (Individual)
- Disclosures & Customer Agreements Booklet
- PEP Form Individual (if applicable)
- RRSP Form
- RRIF Form
- W8 Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Registered Plan Beneficiary Designation Form
- Contingent Beneficiary Designation Form
-
Addendum for Locked-In Registered Plans
LIF
- LIF Alberta (English)
- LIF British Columbia (English)
- LIF Federal (English)
- LIF Federal (French)
- LIF New Brunswick (English)
- LIF New Brunswick (French)
- LIF Newfoundland (English)
- LIF Nova Scotia (English)
- LIF Ontario (English)
- LIF Ontario (French)
- LIF Quebec (English)
- LIF Quebec (French)
LIRA
- LIRA Alberta (English)
- LIRA Manitoba (English)
- LIRA New Brunswick (English)
- LIRA New Brunswick (French)
- LIRA Newfoundland (English)
- LIRA Nova Scotia (English)
- LIRA Ontario (English)
- LIRA Ontario (French)
- LIRA Quebec (English)
- LIRA Quebec (French)
- LIRA Saskatchewan (English)
LRSP
PRIF
- Declaration of Tax Residence for Individuals
RESP (Registered Education Savings Plan)
- New Account Application Form Individual
- Single Plan Form
- Family Plan Form
- APPLICATION: Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
- ANNEX A – Additional Beneficiaries
- ANNEX B – Primary Caregiver and/or Custodial Parent/Legal Guardian
- ANNEX D – APPLICATION: British Columbia Training and Education Savings Grant (BCTESG)
- Designation of Additional Beneficiaries
- RESP Withdrawal Form
- Declaration of Tax Residence for Individuals
ACCOUNT TRANSFER
Individual / Corporate
Additional Forms
- CIIS Administrative Fees
- Power of Attorney
- Letter of Direction
- Letter of Direction – Estate Account
- Letter of Direction – In Trust Account
- Preauthorized Debit Agreement
- Property Transfer – Donation
- Trust Participant Identification Form