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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 CEDBs

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

 

Current forms for CEDIFs

Assoc Member CEDIF AgcyAgrtFNL – updated 2015

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 Co-ops

1a Co-op Support Manual for the CWCF SD RRSP & TFSA Program A22

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 TFSA Application – French

3b TFSA Application – English

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

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 RRSP & TFSA Worker Co-op Agency Agreement

 

Current forms for Non-Specified Co-ops

1 Non-Specified Co-op 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