Documents and Forms

CI Investment Services Inc. Account Opening Documentation

How to Submit a Paper Application

Step 1: Print, fill out and have the client sign the applicable account application form(s).
Step 2: Email, Fax or Mail the completed and signed documents to CI Investment Services Inc. (CIIS). CIIS will review the documents and notify you once the account(s) have been opened.

E-mail: support.ciis@ci.com
Fax: 416.288.8611
Address:
ATTN: New Accounts
CI Investment Services Inc.
15 York Street, 2nd Floor, Toronto, ON, M5J 0A3

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Non-Registered Accounts

Individual

• New Account Application Form
• Disclosures & Customer Agreements Booklet
• PEP Form Individual (If Applicable)
• W8 Form
• W9 Form (U.S. Citizens Only)
• Waiver of Confidentiality Form (U.S. Citizens Only)
• Declaration of Tax Residence for Individuals
• Standard Privacy Policy Notice

Corporate

• New Account Application Form
• Corporate Resolution Document
• Disclosures & Customer Agreements Booklet
• PEP Form Corporate (If Applicable)
• W8-Ben-E Form
• W9 Form (U.S. Citizens Only)
• Waiver of Confidentiality Form (U.S. Citizens Only)
• Guarantee of Account
• Declaration of Tax Residence for Entities
• Standard Privacy Policy Notice

Please contact CI Investment Services for opening Institutional Accounts.

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Registered Accounts

TFSA (Tax-Free Savings Account)

• New Account Application Form (Individual)
• Disclosures & Customer Agreements Booklet
• PEP Form Individual (If Applicable)
• TFSA Application Form
• W8 Form
• W9 Form (U.S. Citizens Only)
• Waiver of Confidentiality Form (U.S. Citizens Only)
• Registered Plan Beneficiary Designation Form
• Contingent Beneficiary Designation Form
• Declaration of Tax Residence for Individuals
• Standard Privacy Policy Notice

RRSP (Registered Retirement Savings Plan) & RRIF (Registered Retirement Income Fund)

• New Account Application Form (Individual)
• Disclosures & Customer Agreements Booklet
• PEP Form Individual (If Applicable)
• RRSP Application Form
• RRIF Application Form
• W8 Form
• W9 Form (U.S. Citizens Only)
• Waiver of Confidentiality Form (U.S. Citizens Only)
• Registered Plan Beneficiary Designation Form
• Contingent Beneficiary Designation Form
• Standard Privacy Policy Notice
• Addendum for Locked-In Registered Plans

  LIF

  • LIF Alberta
  • LIF British Columbia
  • LIF Federal
  • LIF Manitoba
  • LIF New Brunswick
  • LIF Newfoundland
  • LIF Nova Scotia
  • LIF Ontario
  • LIF Quebec

  LIRA

  • LIRA Alberta
  • LIRA British Columbia
  • LIRA Manitoba
  • LIRA New Brunswick
  • LIRA Newfoundland
  • LIRA Nova Scotia
  • LIRA Ontario
  • LIRA Quebec
  • LIRA Saskatchewan

  LRSP

  • LRSP Federal

  PRIF

  • PRIF Manitoba
  • PRIF Saskatchewan

  RLIF

  • RLIF Federal

  LRIF

  • LRIF Newfoundland

  RLSP

  • RLSP Federal
• Declaration of Tax Residence for Individuals

RESP (Registered Education Savings Plan)

• New Account Application Form (Individual)
• Single Plan Form
• Family Plan Form
• APPLICATION: Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
• ANNEX A – Additional Beneficiaries
• ANNEX B – Primary Caregiver and/or Custodial Parent/Legal Guardian
• ANNEX D – APPLICATION: British Columbia Training and Education Savings Grant (BCTESG)
• Designation of Additional Beneficiaries
• Canada Learning Bond (CLB) Application for Adult Beneficiaries
• RESP Withdrawal Form
• Declaration of Tax Residence for Individuals
• Standard Privacy Policy Notice
• Québec Education Savings Incentive Transfer Between Registered Education Savings Plans (RESP)

FHSA (First Home Savings Account)

• New Account Application Form
• Disclosures & Customer Agreements Booklet
• PEP Form Individual (If Applicable)
• FHSA Application Form
• W8 Form
• W9 Form (U.S. Citizens Only)
• Waiver of Confidentiality Form (U.S. Citizens Only)
• Registered Plan Beneficiary Designation Form
• Contingent Beneficiary Designation Form
• Declaration of Tax Residence for Individuals
• Standard Privacy Policy Notice

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Account Transfer

Individual / Corporate

• Non-Registered Account Transfer Form
• TFSA Transfer Form
• RRSP Transfer Form
• RESP Transfer Form Part A: Subscriber request
• RESP Transfer Form Part B: Receiving promoter
• RESP Transfer Form Part C: Relinquishing promoter
• RESP Transfer Form Annex 1: Supplementary beneficiaries
• FHSA Transfer Form

Additional Forms

• CIIS Administrative Fees
• Power of Attorney
• Letter of Direction
• Letter of Direction – Estate Account
• Letter of Direction – In Trust Account
• Preauthorized Debit Agreement
• Property Transfer – Donation
• Trust Participant Identification Form
• Trading Authority Form
• Systematic Withdrawal Plan

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Investor Protection

CIRO

• How CIRO protects investors

CIPF

• Canadian Investor Protection Fund Brochure (cipf.ca)

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Declaration of Trusts

• Self Directed Retirement Savings Plan (RSP)
• Self Directed Retirement Income Fund (RIF)
• Self Directed Tax-Free Savings Account (TFSA)
• Registered Education Savings Plan (RESP) – Individual
• Registered Education Savings Plan (RESP) – Family
• First Home Savings Account (FHSA)