Forms Centre

A CIBC Investor's Edge Registered 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.

Registered Retirement Savings Plan (RRSP) Application (Online or PDF )

Tax-Free Savings Account (TFSA) Application (Online or PDF )

Registered Retirement Income Fund (RRIF) (Online or PDF )

Locked-In Retirement Account (LIRA) Application (Online or PDF )

• Locked-In Retirement Account (LIRA) Amending Agreements
  Federal | Alberta | British Columbia | Manitoba | New Brunswick | Saskatchewan | Ontario | Quebec | Newfoundland & Labrador | Nova Scotia

LIF Application (Online or PDF )

• LIF Amending Agreements
  Federal | Alberta | British Columbia | Manitoba | New Brunswick | Newfoundland & Labrador | Nova Scotia | Ontario* | Quebec

  
  * View important information about opening a new Ontario LIF account.

• Spousal Consents
  Alberta | British Columbia | Manitoba
  
  
• Statement of Information and Notification under the Alberta 50% Unlocking Provision**
  Alberta | Instructions 

  
  **This new provision permits a one-time unlocking of up to 50 percent of funds in LIFs and LRIFs opened before November 1, 2006. This transitional provision is in effect until December 31, 2007.

Federal Restricted Life Income Fund (Restricted LIF) Application (Online or PDF )

• Restricted LIF Amending Agreement
  Federal
• Request to unlock funds under Federal 50% Unlocking Provision
  Federal

Federal Restricted Locked-in Savings Plan (Restricted LSP) Application
(Online or PDF)

• Restricted LSP Amending Agreement
  Federal

Federal Prescribed Forms

• Attestation Regarding Withdrawal Based on Financial Hardship
  PDF
• Attestation Regarding Spouse Common - law Partner
  PDF
• Attestation of Total Amount Held in Federally Regulated Locked-in Plans
  PDF

Locked-In Retirement Income Fund (LRIF) Application (Online or PDF )

• LRIF Amending Agreements
  Manitoba | Newfoundland and Labrador
  
  
• Spousal Consents
  British Columbia | Manitoba

Prescribed Retirement Income Fund (PRIF) Application (Online or PDF )*

• Prescribed Retirement Income Fund (PRIF) Amending Agreement
  Manitoba | Saskatchewan
  
  
• Prescribed Spousal Waiver Form
  Manitoba | Saskatchewan
  
  
• Application for a Prescribed Transfer from a LIF/LRIF to a PRIF Contract & Statement of Information for a LIF/LRIF
  Manitoba

* Manitoba PRIF accounts cannot be opened online. To open a PRIF for the province of Manitoba, please call the phone number listed on our Contact Us page.

Registered Education Savings Plan (RESP) Application (Online)

An Individual or Family RESP application form plus a Canada Education Savings Grant (CESG) application form are both required to open a RESP and to be eligible for the CESG grant.

• PDF: Individual | Family
• PDF: Canada Education Savings Grant Application
  (one per beneficiary)

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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.