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RRSP / TFSA Program Documents

All the documents that you will need to use as part of the RRSP program are available here for download.

Current forms for Co-ops

1a CWCF Co-op Support Manual (12.2016)

1b Associate Membership Application Form (08.2015)

1b Worker Coop Membership Application Form (08.2015)

1c Co-op Associate Membership Agency Agreement (08.2015)

1c Worker Co-op Agency Agreement (08.2015)

2a RRSP Declaration of Trust – English (09.2017)

2b RRSP Declaration of Trust – French (09.2017)

2c TFSA Declaration of Trust – English (01.2017)

2d TFSA Declaration of Trust – French (01.2017)

3a RRSP Application Form – Bilingual (01.2017)

3b TFSA Application – English (01.2017)

3c TFSA Application – French (01.2017)

4 Designation of Beneficiary Form (08.2015)

5a Co-op Associate Fee Schedule (08.2015)

5b Worker-Coop Fee Schedule (08.2015)

6 Co-op Payment Authorization Form (02.2018)

7a Deposit Form – English (10.2017)

7b Deposit Form – French (10.2017)

8 Direct Transfer-In Form (10.2017)

9a RRSP Co-op – Annuitant Declaration (07.2015)

9b TFSA Co-op – Annuitant Declaration (07.2015)

10a RRSP Co-op – Corporation Shares Declaration (07.2012)

10b TFSA Co-op – Corporation Shares Declaration (07.2015)

11a Template Share Register Confirmation Letter (08.2015)

11b Template Bond Register Confirmation Letter (08.2015)

12 Template Issuer Representation Letter (08.2015)

13a RRSP Withdrawal Request Form (10.2017)

13b TFSA Withdrawal Request Form (10.2017)

Current forms for Non-Specified Co-ops

1 Non-Specified Co-op Support Manual (12.2016)

1b Associate Membership Application Form (08.2015) (1)

1c Non-Specified Co-op Associate Membership Agency Agreement (08.2015)

2a RRSP Declaration of Trust – English (09.2017)

2b RRSP Declaration of Trust – French (09.2017)

2c TFSA Declaration of Trust – English (01.2017)

2d TFSA Declaration of Trust – French (01.2017)

3a RRSP Application Form – Bilingual (01.2017)

3b TFSA Application – English (01.2017)

3c TFSA Application – French (01.2017)

4 Designation of Beneficiary Form (08.2015)

5a Co-op Associate Fee Schedule (08.2015)

5b Worker-Coop Fee Schedule (08.2015)

6 Co-op Payment Authorization Form (02.2018)

7a Deposit Form – English (10.2017)

7b Deposit Form – French (10.2017)

8 Direct Transfer-In Form (10.2017)

9a RRSP Co-op – Annuitant Declaration (07.2015)

9b TFSA Co-op – Annuitant Declaration (07.2015)

10a RRSP Co-op – Corporation Shares Declaration (07.2012)

10b TFSA Co-op – Corporation Shares Declaration (07.2015)

11a Template Share Register Confirmation Letter (08.2015)

11b Template Bond Register Confirmation Letter (08.2015)

12 Template Issuer Representation Letter (08.2015)

13a RRSP Withdrawal Request Form (10.2017)

13b TFSA Withdrawal Request Form (10.2017)

Current forms for CEDIFs (Nova Scotia)

1a CWCF CEDIF Support Manual (12.2016)

1b Associate Membership Application Form (08.2015) (2)

1c CEDIF Associate Membership Agency Agreement (08.2015)

2a RRSP Declaration of Trust – English (09.2017) (1)

2b RRSP Declaration of Trust – French (09.2017) (2)

2c TFSA Declaration of Trust – English (01.2017) (2)

2d TFSA Declaration of Trust – French (01.2017) (2)

3a RRSP Application Form – Bilingual (01.2017) (2)

3b TFSA Application – English (01.2017) (2)

3c TFSA Application – French (01.2017) (2)

4 Designation of Beneficiary Form (08.2015) (2)

5 CEDIF Fee Schedule (08.2015)

6 CEDIF Payment Authorization Form (08.2015)

7a Deposit Form – English (10.2017) (2)

7b Deposit Form – French (10.2017) (2)

8 Direct Transfer-In Form (10.2017) (2)

9 Small Business Shares Declaration (12.2015)

12 Template Issuer Representation Letter (08.2015) (2)

13a RRSP Withdrawal Request Form (10.2017) (2)

13b TFSA Withdrawal Request Form (10.2017) (2)

CEDIF – Sample Documents

Current forms for CEDBs (PEI)

1a CWCF CEDB Support Manual (12.2016)

1b Associate Membership Application Form (08.2015) (3)

1c CEDB Associate Membership Agency Agreement (08.2015)

2a RRSP Declaration of Trust – English (09.2017) (2)

2b RRSP Declaration of Trust – French (09.2017) (3)

2c TFSA Declaration of Trust – English (01.2017) (3)

2d TFSA Declaration of Trust – French (01.2017) (3)

3a RRSP Application Form – Bilingual (01.2017) (3)

3b TFSA Application – English (01.2017) (3)

3c TFSA Application – French (01.2017) (3)

4 Designation of Beneficiary Form (08.2015) (3)

5 CEDB Fee Schedule (08.2015)

6 CEDB Payment Authorization Form (08.2015)

7a Deposit Form – English (10.2017) (3)

7b Deposit Form – French (10.2017) (3)

8 Direct Transfer-In Form (10.2017) (3)

9 Small Business Shares Declaration (12.2015) (1)

12 Template Issuer Representation Letter (08.2015) (3)

13a RRSP Withdrawal Request Form (10.2017) (3)

13b TFSA Withdrawal Request Form (10.2017) (3)

CEDB – Sample Documents