Forms Centre

A CIBC Investor's Edge Investment application form must be completed for any of the following account types. Please note that all forms as listed below are required to open your account, unless otherwise specified. Other additional documents might be required in order to open your account.

Individual/Joint Investment Application (Online or PDF )

*For a Joint account, each applicant must provide approved ID or a W8BEN/W9

Corporate or Partnership

• Guarantee Agreement
• Guarantee Agreement Alberta (for Alberta only)
• Corporate Agreements & Resolution

*Articles of Incorporation and a Certificate of Corporate Status also required

Nominee Account

• Nominee Account Agreement

*For informal "family nominee accounts" each child must provide approved ID or W8/W9

Partnership

• Partnership Account Agreement

*For Partnership accounts approved ID or W8-BEN for each partner and a w-IMY for the Partnership is required

Sole Proprietorship

• Agreement/Resolution

*Registration Paper also required

*An unregistered Sole Proprietor account must provide only approved ID or W8/W9

Formal Trust

• Formal Trust Account Agreement

*Trust Documents are also required (Legal Trust)

Investment Club

• Investment Club Agreement

*Approved ID or W8-BEN for each member of the Investment Club

*For formal (legally documented) Investment Clubs a w-IMY is also required

Estate

• Estate Account Agreement

*Notarized Copy of the Death Certificate (certified true copy also accepted in Quebec) is also required

*Notarized copy of Probated Will (certified true copy also accepted in Quebec) is also required

*Letter of Direction signed by the executor is also required

*Declaration of Transmission (Quebec only)

Acrobat Reader is required to view all forms Download the Acrobat Reader for free

The information contained herein is considered accurate at the time of posting. CIBC, CIBC World Markets Inc. and CIBC Investor Services Inc. reserve the right to change any of it without prior notice. It is for general information purposes only. Clients are advised to seek advice regarding their particular circumstances from their personal tax advisors.

CIBC Investor's Edge is the discount brokerage division of CIBC Investor Services Inc., member CIPF. CIBC Investor Services Inc. does not provide you with any legal, tax, or accounting advice or advice regarding the suitability or profitability of a security or investment in a CIBC Investor's Edge account. You assume full responsibility for transactions in your CIBC Investor's Edge account and for your investment decisions.

The information on this Web site is general only; it is not intended as specific investment, financial, accounting, legal or tax advice for any individual, and you should not rely on it as such.