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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-Co-op-Support-Manual-for-the-CWCF-SD-RRSP-TSFA-program

1b RRSP & TFSA Associate Member Agency Agreement

1c Worker Coop Application Form

2a RRSP Declaration of Trust – English

2b RRSP Declaration of Trust – French

2c TFSA Declaration of Trust – English

2d TFSA Declaration of Trust – French

3a-RRSP-Application-Form-Bilingual

3c-TSFA-Application-French

3b TFSA Application – English

4 TFSA & RRSP Designation of Beneficiary

5 RRSP and TFSA Plan Fee Schedule

5a RRSP and TFSA Plan Fee Schedule – Associate Member

6 RRSP & TFSA Payment Authorization Form CWCF

7 RRSP & TFSA Deposit Form

8 RRSP & TFSA DirectTransfer-In

9a RRSP Worker Cooperative – Annuitant Declaration

9b TFSA Worker Cooperative – Annutiant Declaration

10a RRSP Worker Cooperative – Specified Cooperative Corporation Share Declaration

10b TFSA Worker Cooperative – Specified Cooperative Corporation Shares Declaration

11 Cooperative Corporation Bonds Declaration

12 RRSP & TFSA Issuer Representation Letter

13 RRSP & TFSA Confirmation of Co-op Share or Bond Register

14 Cash Withdraw Request

 

Current forms for Non-Specified Co-ops

1-Non-Specified-Co-op-Support-Manual-for-the-CWCFf-SD-RRSP-TSFA-Program

1a RRSP & TFSA Associate Member Agency Agreement

1b Associate Member Application Form

2a RRSP Declaration of Trust – English

2b RRSP Declaration of Trust – French

2c TFSA Declaration of Trust – English

2d TFSA Declaration of Trust – French

3a-RRSP-Application-Form-Bilingual

3b TFSA Application – English

3c TFSA Application – French

4 TFSA & RRSP Designation of Beneficiary

5 RRSP and TFSA Plan Fee Schedule

6 RRSP & TFSA Payment Authorization Form CWCF

7 RRSP & TFSA Deposit Form

8 RRSP & TFSA DirectTransfer-In

9 RRSP & TFSA Issuer Representation Letter

11 TFSA Cooperative Corporation Bonds Declaration

12 Share Deregistration Request – NS Coop

 

Current forms for CEDIFs (Nova Scotia)

1a CEDIF Support Manual for the CWCF SD RRSP & TFSA Program

1b Associate Member Application Form

1c RRSP & TFSA Associate Member Agency Agreement

2a RRSP Declaration of Trust – English

2b RRSP Declaration of Trust – French

2c TFSA Declaration of Trust – English

2d TFSA Declaration of Trust – French

3a-RRSP-Application-Form-Bilingual

3b TFSA Application – English

3c TFSA Application – French 

4 TFSA & RRSP Designation of Beneficiary

5 CWCF Plan CEDIF Fee Schedule

6 Payment Authorization Form

7 RRSP & TFSA Deposit Form

8 RRSP & TFSA DirectTransfer-In

9 Small Business Shares Declaration

10 RRSP & TFSA Issuer Representation Letter

11 Share Deregistration Request – CEDIF

12 Cash Withdraw Request

13 Sample Completed docs

 

Current forms for CEDBs (PEI)

cedb-support-manual-for-the-cwcf-sd-rrsp-tfsa-program

1a-rrsp-tfsa-associate-member-agency-agreement

1b-associate-member-application-form

2a-rrsp-declaration-of-trust-english

2b-rrsp-declaration-of-trust-french

2c-tfsa-declaration-of-trust-english

2d-tfsa-declaration-of-trust-french

3a-rrsp-application-form-bilingual

3b-tfsa-application-english

3c-tfsa-application-french

4-tfsa-rrsp-designation-of-beneficiary

5-rrsp-and-tfsa-plan-fee-schedule

6-rrsp-tfsa-payment-authorization-form-cwcf

7-rrsp-tfsa-deposit-form

8-rrsp-tfsa-directtransfer-in

9-rrsp-tfsa-issuer-representation-letter

10-small-business-shares-declaration

11 Share deregistration request