| 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 |
| VD208A |
Schedule – List of Additional Securities |
PDF |
| D208 |
Non-registered account transfer-in authorization |
PDF |
| D211A |
Account for a minor (in-trust) |
PDF |
| D237 |
Society account agreement |
PDF |
| VD239 |
Excerpt of a Resolution |
PDF |
| D242 |
Direct Deposit Authorization |
PDF |
| 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 |
| VD208A |
Schedule – List of Additional Securities |
PDF |
| VD2011 |
Schedule 0.2 – Regulation respecting supplemental pension plans |
PDF |
| VD2013 |
Schedule 0.5 – Regulation respecting supplemental pension plans |
PDF |
| VD2016 |
Schedule 0.9.1 – Regulation respecting supplemental pension plans |
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 |
| 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 |
| VD212 |
Transfer-In Authorization - Registered Plan |
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 |
| V281 |
Payment instructions for RRIF and LIF accounts |
PDF |
| V282 |
Request for RRSP/LIRA withdrawal and RRIF/LIF additional withdrawal |
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 |
