| 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 |
| D201 |
Account application form and Agreements |
PDF |
| D201E |
Account application form and Agreements - Legal entities |
PDF |
| D2022 |
Correction of the book value of a security |
PDF |
| D204 |
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 |
| D239 |
Excerpt of a Resolution |
PDF |
| D242 |
Direct Deposit Authorization |
PDF |
| D252 |
Registration for automatic withdrawal (preauthorized payments) |
PDF |
| D262 |
Information Regarding Entities |
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 |
|
| SDE0100E - Annex 1 |
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 |
|
| VD213 |
Receipt of securities |
PDF |
| 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 |
| 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 |
| VD2058 |
Self-directed tax-free savings account (TFSA) |
PDF |
| VD2061 |
Registered plan beneficiary designation or modification notice– not applicable in Quebec |
PDF |
| VD215 |
Tranfert request (between Desjardins Credit Unions) |
PDF |
| VD217 |
Self-directed retirement savings plan |
PDF |
| VD217A |
Self-directed fixed term annuity retirement savings plan |
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 |
| VD250 |
Self-Directed Individual Education Savings Plan - Application Form |
PDF |
| VD250F |
Self-Directed Family Education Savings Plan - Application Form |
PDF |
| VD251 |
Consent to communication of personal information - Person with disabilities accompanied by a support person |
PDF |
| VD255 |
Self-directed retirement income fund |
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 |
| SDE0100E-A |
Registered education savings plan (RESP) transfer form – Part A: Subscriber request |
PDF |
| SDE0100E-B |
Registered education savings plan (RESP) transfer form – Part B: Receiving promoter |
PDF |
| SDE0100E-C |
Registered education savings plan (RESP) transfer form – Part C: Relinquishing promoter |
PDF |
| SDE0093E |
Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) |
PDF |
| SDE0093E-A |
Annex A – Additional Beneficiaries |
PDF |
| SDE0093E-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 |
