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Open an account
Registered accounts
Locked-in Retirement Savings Plan
Locked-in Income Fund
Fund and transfer
Fund and transfer from your account
Transfer cash instantly from CIBC and Simplii. Link your accounts, if you haven’t already.
Link and transfer from your bank account
Third-party bank accounts
Electronic Funds Transfer (PDF, 245 KB) Opens in a new window.
Sign on and go to Transfers and Exchange and choose Transfer Cash.
Transfer from another financial institution
Other transfers
For investment accounts only.
For registered and locked-in accounts only.
For RRSP and RRIF accounts.
Registered accounts
Locked-in Retirement Savings Plan
Locked-in Retirement Account/ Locked-in Retirement Savings Plan/ Restricted Locked-in Savings Plan
Show formsLocked-in Income Fund
Life Income Fund/ Locked-in Retirement Income Fund/ Restricted Life Income Fund/ Prescribed Retirement Income Fund
Show formsMake a withdrawal
RRSP Withdrawal
To withdraw from an HBP, complete both forms:
To withdraw from an LLP, complete both forms:
Review the RESP Withdrawals Checklist (PDF, 85 KB) Opens in a new window.
Then fill out the RESP Withdrawal Form (PDF, 195 KB) Opens in a new window.
For RRSP, RRIF and locked-in income fund accounts only.
Depending on where you live, the requirements for withdrawing from your locked-in plan vary. To make a withdrawal, call us at 1-800-567-3343 Opens your phone app..
Both forms must be completed to make a qualifying withdrawal from your FHSA:
- Request to Make a Qualifying Withdrawal from your FHSA (PDF, 35 KB) Opens a new window.
- FHSA Withdrawal Form (PDF, 130 KB) Opens a new window.
Taxable withdrawal: Any withdrawal from your FHSA that’s not for the purchase of a qualifying home requires you to complete the FHSA Withdrawal Form (PDF, 130 KB) Opens a new window.
Set up US trading
Registered accounts
Registered Retirement Savings Plan and Registered Retirement Income Fund
No additional forms.
Locked-in Retirement Savings Plan
No additional forms
Locked-in Income Fund
No additional forms
Here's where to send your completed PDF forms
1. Give us a call at 1-800-567-3343 Opens your phone app..
2. We'll send you a secure email.
3. Reply to the secure email and attach your completed forms.
In person
Drop off your forms at any CIBC Banking Centre and we'll take care of the rest.
Send your completed forms to:
CIBC Investor Services Inc.
161 Bay Street, 4th Floor
Toronto, Ontario
M5J 2S8