Documents and Forms

Disnat Classic and Disnat Direct forms and documents are listed in numerical order. You can search by keyword or form number in the search field. You can get account application forms on the Open an account page or by calling customer service at 1-866-873-7103.


When the user runs a search, the results are immediately displayed under the search field.

Code Title File type
AB Form 10 Pension partner waiver to establish a life income fund from a locked-in retirement account PDF
CARRA Consent to release of information
CF-00100-820A-E06 Declaration of tax residence for indivuduals PDF
CF-00002-027A Form for determining if an individual is a foreign politically exposed person (foreign PEP), domestic politically exposed person (domestic PEP),head of an international organization (HIO) or close associate PDF
CF-00100-821A-E06 Declaration of tax residence for entities PDF
Real-time quotes Process to follow PDF
D2022 Correction of the book value of a security PDF
VD204 General power of attorney PDF
D2044 Safekeeping agreement for physical stock certificates registered in the client's name PDF
D2052 Verification of Identity of a Person Authorized to Trade PDF
VD207 Joint account agreement PDF
D208 Non-registered account transfer-in authorization PDF
D208A Non-registered account transfer-in instructions – Schedule : List of additional securities PDF
D211A Account for a minor (in-trust) PDF
VD211B Account held in the name of a minor child PDF
D212 Registered plan transfer-in authorization PDF
D212A Registered plan transfer-in instruction PDF
D236 Investment club account agreement PDF
D237 Society account agreement PDF
VD239 Excerpt of a Resolution PDF
D242 Direct Deposit Authorization PDF
D252 Registration for automatic withdrawal (preauthorized payments) PDF
D281 Payment instructions for RRIF and LIF accounts Excel
D282 Request for RRSP/LIRA withdrawal and RRIF/LIF additional withdrawal Excel
Form 1 Attestation regarding withdrawal based on financial hardship
Form 2 Attestation regarding spouse/common-law partner
Form 3 Attestation of total amount held in federally regulated locked-in plans
FTQ Authorization to transmit personal information PDF
MF-299A Privacy policy
NR301-E Declaration of eligibility for benefits (reduced tax) under a tax treaty for a non-resident person
RC240-E Designation of an Exempt Contribution - Tax-Free Savings Account (TFSA)
RC243-E Tax-Free Savings Account (TFSA) Return
RC243-SCH-A-E Schedule A - Excess TFSA Amounts
RC243-SCH-B-E Schedule B - Non-Resident Contributions to a Tax-Free Savings Account (TFSA)
RC96-E Lifelong Learning Plan (LLP) Request to withdraw funds from an RRSP
RC722 Transfer from an FHSA to an FHSA, RRSP or RRIF After the Death of the Holder
RC723 Transfer from an FHSA to another FHSA, RRSP or RRIF on Breakdown of Marriage or Common-law Partnership
RC724 Joint Designation for a Deemed Transfer or Distribution from an FHSA after the Death of the Holder
RC725 Request to Make a Qualifying Withdrawal from your FHSA
RC727 Designate an Excess FHSA Amount as a Withdrawal from your FHSA or as a Transfer to your RRSP or RRIF
SDE0100-Annex 1_E Registered education savings plan (RESP) transfer form – Annex 1: Additional beneficiaries PDF
T1006-E Designating an RRSP, an PRPP or an SPP Withdrawal as a Qualifying Withdrawal
T1036-E Home buyers' plan (HBP) - Request to withdraw funds from an RRSP
T1171-E Tax Withholding Waiver on Accumulated Income Payments from RESPs
T1172-E Additional Tax on Accumulated Income Payments from RESPs
T2030-E Direct transfer under subparagraph 60(l)(v)
T2151-E Direct transfer of a single amount under subsection 147(19) or section 147.3
T2205-E Amounts from a Spousal or Common-law Partner RRSP, RRIF or SPP to Include in Income
T2220-E Transfer from an RRSP, RRIF, PRPP or SPP to Another RRSP, RRIF, PRPP or SPP on Breakdown of Marriage or Common-law Partnership
T3012A-E Tax deduction waiver on the refund of your unused RRSP, PRPP, or SPP contributions from your RRSP
TP-1016-E Application for a reduction in source deductions of income tax
TP-935.3-E Repayment of RRSP funds withdrawn under the Home Buyers' Plan or the Lifelong Learning Plan
VD224 Treaty statement and limitation on benefits certification PDF
VD2002 Declaration of Transmission – not applicable in Quebec PDF
VD201TIN Update - Tax identification number PDF
VD255AB Addendum - Alberta LIF PDF
VD255NS Addendum - Nova Scotia LIF PDF
VD262 Information Regarding Entities PDF
VD270 Request for Taxpayer Identification Number and Certification PDF
VD270A Instructions for the Requester of Form W-9 PDF
VD271 Certificate of foreign status of beneficial owner for United States tax withholding and reporting (individuals) (W-8BEN) PDF
VD271A Instructions for Form W-8BEN PDF
VD272 Certificate of foreign intermediary, foreign flow-through entity, or certain U.S. Branches for United States tax withholding and reporting (W-8IMY) PDF
VD272A Instructions for Form W-8IMY PDF
VD273 Certificate of foreign government or other foreign organization for United States tax withholding and reporting (W-8EXP) PDF
VD273A Instructions for Form W-8EXP PDF
VD2001 Declaration of Transmission - for Quebec PDF
VD2011 Schedule 0.2 (SS. 16.1, 19 and 29) – Declaration of the member or purchaser PDF
VD2012 Schedule 0.4 (SS. 19.1 and 20.4) - Declaration of the purchaser PDF
VD2013 Schedule 0.5 (O.C. 1681-97 and 577-98) - Declaration of the purchaser PDF
VD2014 Schedule 0.8 (S. 20.4) - Declaration of the purchaser PDF
VD2015 Schedule 0.9 (S. 22.2) - Declaration of the purchaser when transferring sums to a life income fund PDF
VD2016 Schedule 0.9.1 (O.C. 577-98 and 173-2002) - Declaration of the purchaser when transferring sums to a life income fund PDF
VD2017 Purchaser commitment PDF
VD2018 Request for change of beneficiary – RESP PDF
VD2019 Request for withdrawal of contributions – RESP PDF
VD2020 Request for educational assistance payments (EAP) – RESP PDF
VD2021 Request for accumulated income payments (AIP) – RESP PDF
VD2024 Notice of change to designated beneficiaries – FTA RRSP PDF
VD2033 Irrevocable stock transfer - Power of attorney PDF
VD2035 Irrevocable Bond Transfer - Power of Attorney PDF
VD2039 Authorization to remove a security PDF
VD2040 Consent prior to the transmission of personal information PDF
VD2040A Prior consent to disclosure of personal information by your Desjardins caisse or credit union PDF
VD2041 Subscriber disclaimer PDF
VD2042 Estate – Trustee(s) or beneficiary(ies) – Indemnity agreement – not applicable in Quebec PDF
VD2043 Excerpt of a resolution – Transfers of cash and securities PDF
VD204A Consent and authorization form for trusted contact person PDF
VD2051 Third Party Determination PDF
VD2056 Transfer from TFSA to another TFSA on breakdown of marriage or common-law partnership PDF
VD2061 Registered plan beneficiary designation or modification notice– not applicable in Quebec PDF
VD215 Tranfert request (between Desjardins Credit Unions) PDF
VD217AB Addendum - Alberta LIRA PDF
VD217BC Addendum - British Columbia LIRA PDF
VD217FED Addendum - Federal locked-in RSP PDF
VD217FEDR Addendum - Federal RLSP PDF
VD217MB Addendum - Manitoba LIRA PDF
VD217NB Addendum - New Brunswick LIRA PDF
VD217NS Addendum - Nova Scotia LIRA PDF
VD217ONT Addendum - Ontario LIRA PDF
VD217QC Addendum - Quebec LIRA PDF
VD227 Monthly Mutual Fund Plan Application Form PDF
VD243 Unlimited Continuous Reciprocal Guarantee PDF
VD251 Consent to communication of personal information - Person with disabilities accompanied by a support person PDF
VD255BC Addendum – British Columbia LIF PDF
VD255FED Addendum - Federal LIF PDF
VD255FEDR Addendum – Federal RLIF PDF
VD255MB Addendum - Manitoba LIF PDF
VD255NB Addendum - New Brunswick LIF PDF
VD255ONTN Addendum – Ontario LIF PDF
VD255QC Addendum - Quebec LIF PDF
VD263 Off-market operation for profit without change of economic ownership PDF
VD264 Free securities transfer between Desjardins Securities accounts PDF
VD274 Certificate of status of beneficial owner for United States tax withholding and reporting (entities) (W-8BEN-E) PDF
VD274A Instructions for Form W-8BEN-E PDF
VD275 Withholding Statement PDF
VD280 Regulation concerning communication with beneficial owners of securities of a reporting issuer PDF
VD287 Authorization for a hold funds by a financial institution PDF
VD295 Declaration of heredity PDF
SDE0100-A_E Registered education savings plan (RESP) transfer form – Part A: Subscriber request PDF
SDE0100-B_E Registered education savings plan (RESP) transfer form – Part B: Receiving promoter PDF
SDE0100-C_E Registered education savings plan (RESP) transfer form – Part C: Relinquishing promoter PDF
SDE0093_E Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) PDF
SDE0093-A_E Annex A – Additional Beneficiaries PDF
SDE0093-B_E Annex B - Primary caregiver or their spouse and/or custodial parent/legal guardian PDF
TP1029.8.IQ Quebec education savings incentive PDF
VD202FID Trust Determination - IRS PDF
Brochure DCL Titre: Taking the lead with your investments PDF