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Forms & Applications

Welcome to the forms and applications centre!

To find your document(s), please use the filters at the top of each column to narrow your results. We recommend doing so in one of two ways:


1) By Form Name

Simply select the name of your desired document from the "Form Name" dropdown list.


2) By Account/Plan Type (recommended if opening a new account)

To view all required documents for a particular type of account, select the appropriate fields from each dropdown list, moving from left-right.

For example, if you are opening a Self-Directed Locked-in RSP in Ontario, your selections would be: 

Account Type: Self-Directed
Plan Type: Locked-In RSP
Province: Ontario


Find Your Form


Account TypePlan TypeProvinceForm NameForm TypeTips
Self-Directed RSP Ontario Self-Directed Registered Account Application Application
Self-Directed RSP Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RSP Ontario Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed RSP Ontario Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RSP Alberta Self-Directed Registered Account Application Application
Self-Directed RSP Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RSP Alberta Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed RSP Alberta Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RSP British Columbia Self-Directed Registered Account Application Application
Self-Directed RSP British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RSP British Columbia Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed RSP British Columbia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RSP Nova Scotia Self-Directed Registered Account Application Application
Self-Directed RSP Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RSP Nova Scotia Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed RSP Nova Scotia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Classic RSP Ontario Classic Registered Account Application Application
Classic RSP Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic RSP Ontario Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Classic RSP British Columbia Classic Registered Account Application Application
Classic RSP British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic RSP British Columbia Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Classic RSP Alberta Classic Registered Account Application Application
Classic RSP Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic RSP Alberta Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Classic RSP Nova Scotia Classic Registered Account Application Application
Classic RSP Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic RSP Nova Scotia Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed Locked-In RSP Ontario Self-Directed Registered Account Application Application
Self-Directed Locked-In RSP Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RSP Ontario Locked-in Retirement Account (LIRA) Addendum Addendum
Self-Directed Locked-In RSP Ontario Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RSP Federal Self-Directed Registered Account Application Application
Self-Directed Locked-In RSP Federal Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RSP Federal Locked-In Retirement Savings Plan (LRSP) Addendum Addendum
Self-Directed Locked-In RSP Federal Restricted Locked-In Savings Plan (RLSP) Addendum Addendum
Self-Directed Locked-In RSP Federal Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RSP British Columbia Self-Directed Registered Account Application Application
Self-Directed Locked-In RSP British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RSP British Columbia Locked-In Retirement Savings Plan (LRSP)/LIF Addendum Addendum
Self-Directed Locked-In RSP British Columbia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RSP Alberta Self-Directed Registered Account Application Application
Self-Directed Locked-In RSP Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RSP Alberta Locked-in Retirement Accounts (LIRA) Addendum Addendum
Self-Directed Locked-In RSP Alberta Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RSP Nova Scotia Self-Directed Registered Account Application Application
Self-Directed Locked-In RSP Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RSP Nova Scotia Locked-in Retirement Accounts (LIRA) Addendum
Self-Directed Locked-In RSP Nova Scotia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Classic Locked-In RSP Ontario Classic Registered Account Application Application
Classic Locked-In RSP Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RSP Federal Classic Registered Account Application Application
Classic Locked-In RSP Federal Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RSP British Columbia Classic Registered Account Application Application
Classic Locked-In RSP British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RSP Alberta Classic Registered Account Application Application
Classic Locked-In RSP Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RSP Nova Scotia Classic Registered Account Application Application
Classic Locked-In RSP Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RSP Ontario Locked-in Retirement Account (LIRA) Addendum Addendum
Classic Locked-In RSP Federal Locked-in Retirement Savings Plan (LRSP) Addendum Addendum
Classic Locked-In RSP Federal Restricted Locked-In Savings Plan (RLSP) Addendum
Classic Locked-In RSP British Columbia Locked-in Retirement Savings Plan (LRSP) Addendum Addendum
Classic Locked-In RSP Alberta Locked-in Retirement Accounts (LIRA) Addendum
Classic Locked-In RSP Nova Scotia Locked-in Retirement Accounts (LIRA) Addendum
Self-Directed Locked-In RIF Ontario Self-Directed Registered Account Application Application
Self-Directed Locked-In RIF Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RIF Ontario Life Income Fund (LIF) Addendum Addendum
Self-Directed Locked-In RIF Ontario Spousal Consent to Transfer (LIF) Addendum Addendum
Self-Directed Locked-In RIF Ontario Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RIF Federal Self-Directed Registered Account Application Application
Self-Directed Locked-In RIF Federal Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RIF Federal RLIF Addendum Addendum
Self-Directed Locked-In RIF Federal Life Income Fund (LIF) Addendum Addendum
Self-Directed Locked-In RIF Federal Attestation(s) Regarding Spousal/Common-Law Partner Addendum
Self-Directed Locked-In RIF Federal Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RIF British Columbia Self-Directed Registered Account Application Application
Self-Directed Locked-In RIF British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RIF British Columbia LRSP / LIF Addendum Addendum
Self-Directed Locked-In RIF British Columbia Spousal Consent to Transfer (LIF) Addendum
Self-Directed Locked-In RIF British Columbia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RIF Alberta Self-Directed Registered Account Application Application
Self-Directed Locked-In RIF Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RIF Alberta Life Income Fund (LIF) Addendum Addendum
Self-Directed Locked-In RIF Alberta Pension Partner Waiver Form Addendum
Self-Directed Locked-In RIF Alberta Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed Locked-In RIF Nova Scotia Self-Directed Registered Account Application Application
Self-Directed Locked-In RIF Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed Locked-In RIF Nova Scotia Life Income Fund (LIF) Addendum Addendum
Self-Directed Locked-In RIF Nova Scotia Spousal Consent to Transfer (LIF) Addendum
Self-Directed Locked-In RIF Nova Scotia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RIF Ontario Self-Directed Registered Account Application Application
Self-Directed RIF Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RIF Ontario Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RIF Alberta Self-Directed Registered Account Application Application
Self-Directed RIF Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RIF Alberta Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RIF British Columbia Self-Directed Registered Account Application Application
Self-Directed RIF British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RIF British Columbia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RIF Nova Scotia Self-Directed Registered Account Application Application
Self-Directed RIF Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed RIF Nova Scotia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Classic RIF Ontario Classic Registered Account Application Application
Classic RIF Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic RIF Alberta Classic Registered Account Application Application
Classic RIF Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic RIF British Columbia Classic Registered Account Application Application
Classic RIF British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic RIF Nova Scotia Classic Registered Account Application Application
Classic RIF Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RIF Ontario Classic Registered Account Application Application
Classic Locked-In RIF Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RIF Ontario Life Income Fund (LIF) Addendum Addendum
Classic Locked-In RIF Ontario Spousal Consent to Transfer (LIF) Addendum
Classic Locked-In RIF Federal Classic Registered Account Application Application
Classic Locked-In RIF Federal Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RIF Federal RLIF Addendum Addendum
Classic Locked-In RIF Federal Life Income Fund (LIF) Addendum Addendum
Classic Locked-In RIF Federal Attestation(s) Regarding Spousal/Common-Law Partner Addendum
Classic Locked-In RIF British Columbia Classic Registered Account Application Application
Classic Locked-In RIF British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RIF British Columbia LRSP / LIF Addendum Addendum
Classic Locked-In RIF British Columbia Spousal Consent to Transfer (LIF) Addendum
Classic Locked-In RIF Alberta Classic Registered Account Application Application
Classic Locked-In RIF Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RIF Alberta Life Income Fund (LIF) Addendum Addendum
Classic Locked-In RIF Alberta Pension Partner Waiver Form (LIF) Addendum
Classic Locked-In RIF Nova Scotia Classic Registered Account Application Application
Classic Locked-In RIF Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Classic Locked-In RIF Nova Scotia Life Income Fund (LIF) Addendum Addendum
Classic Locked-In RIF Nova Scotia Spousal Consent to Transfer (LIF) Addendum
Self-Directed RDSP Ontario Self-Directed RDSP Application Form Application
Self-Directed RDSP Ontario Canada Disability Savings Grant and/or Canada Disability Savings Bond Application
Self-Directed RDSP Ontario Annex A: Joint Holder Application Form needed if there is a joint account holder
Self-Directed RDSP Ontario Annex B: Primary Care Giver Application Complete this form if the beneficiary is 18 years or less
Self-Directed RDSP Ontario Acknowledgment & Release Consent Required for new accounts
Self-Directed RDSP Ontario Direction, Authorization & Consent Consent Grant permission to agent to access accounts on a client’s behalf
Self-Directed RDSP Ontario Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed RDSP Ontario RDSP Transfer Source of Funds
Self-Directed RDSP Ontario Holder Consent RDSP Transfer Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP Ontario Contributor Privacy Statement Consent Form Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP Ontario Rollover RESP to RDSP Source of Funds
Self-Directed RDSP Ontario Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RDSP Alberta Self-Directed RDSP Application Form Application
Self-Directed RDSP Alberta Canada Disability Savings Grant and/or Canada Disability Savings Bond Application
Self-Directed RDSP Alberta Annex A: Joint Holder Application Form needed if there is a joint account holder
Self-Directed RDSP Alberta Annex B: Primary Care Giver Application Complete this form if the beneficiary is 18 years or less
Self-Directed RDSP Alberta Acknowledgment & Release Consent Required for new accounts
Self-Directed RDSP Alberta Direction, Authorization & Consent Consent Grant permission to agent to access accounts on a client’s behalf
Self-Directed RDSP Alberta Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed RDSP Alberta RDSP Transfer Source of Funds
Self-Directed RDSP Alberta Holder Consent RDSP Transfer Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP Alberta Contributor Privacy Statement Consent Form Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP Alberta Rollover RESP to RDSP Source of Funds
Self-Directed RDSP Alberta Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RDSP British Columbia Self-Directed RDSP Application Form Application
Self-Directed RDSP British Columbia Canada Disability Savings Grant and/or Canada Disability Savings Bond Application
Self-Directed RDSP British Columbia Annex A: Joint Holder Application Form needed if there is a joint account holder
Self-Directed RDSP British Columbia Annex B: Primary Care Giver Application Complete this form if the beneficiary is 18 years or less
Self-Directed RDSP British Columbia Acknowledgment & Release Consent Required for new accounts
Self-Directed RDSP British Columbia Direction, Authorization & Consent Consent Grant permission to agent to access accounts on a client’s behalf
Self-Directed RDSP British Columbia Pre-Authorized Debit Form Source of Funds Complete this form for exempt market products
Self-Directed RDSP British Columbia RDSP Transfer Source of Funds
Self-Directed RDSP British Columbia Holder Consent RDSP Transfer Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP British Columbia Contributor Privacy Statement Consent Form Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP British Columbia Rollover RESP to RDSP Source of Funds
Self-Directed RDSP British Columbia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed RDSP Nova Scotia Self-Directed RDSP Application Form Application
Self-Directed RDSP Nova Scotia Canada Disability Savings Grant and/or Canada Disability Savings Bond Application
Self-Directed RDSP Nova Scotia Annex A: Joint Holder Application Form needed if there is a joint account holder
Self-Directed RDSP Nova Scotia Annex B: Primary Care Giver Application Complete this form if the beneficiary is 18 years or less
Self-Directed RDSP Nova Scotia Acknowledgment & Release Consent Required for new accounts
Self-Directed RDSP Nova Scotia Direction, Authorization & Consent Consent Grant permission to agent to access accounts on a client’s behalf
Self-Directed RDSP Nova Scotia Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed RDSP Nova Scotia RDSP Transfer Source of Funds
Self-Directed RDSP Nova Scotia Holder Consent RDSP Transfer Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP Nova Scotia Contributor Privacy Statement Consent Form Source of Funds Transfer from existing RESP for a DTC-eligible child
Self-Directed RDSP Nova Scotia Rollover RESP to RDSP Source of Funds
Self-Directed RDSP Nova Scotia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Classic TFSA Ontario Classic TFSA Application Form Application
Self-Directed TFSA Ontario Self-Directed TFSA Application Form Application
Self-Directed TFSA Ontario Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed TFSA Ontario Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed TFSA Ontario Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed TFSA British Columbia Self-Directed TFSA Application Form Application
Self-Directed TFSA British Columbia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed TFSA British Columbia Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed TFSA British Columbia Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed TFSA Alberta Self-Directed TFSA Application Form Application
Self-Directed TFSA Alberta Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed TFSA Alberta Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed TFSA Alberta Purchase Instructions Purchase Instructions Complete this form for exempt market products
Self-Directed TFSA Nova Scotia Self-Directed TFSA Application Form Application
Self-Directed TFSA Nova Scotia Transfer Authorization Form Source of Funds Complete this form to transfer funds from a registered account at another Financial Institution
Self-Directed TFSA Nova Scotia Pre-Authorized Debit Form Source of Funds Complete this form to make a new contribution
Self-Directed TFSA Nova Scotia Purchase Instructions Purchase Instructions Complete this form for exempt market products

Note: RSPs are offered for all provinces, excluding Quebec. If the province you are applying from is not listed in the table, please contact our Client Services Specialists using the contact information below.

Local: (416) 763-2291 x 844
Toll Free: 1 (800) 268-1576
Email: is@communitytrust.ca


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