Forms and Applications

Forms & Applications


Please select the type of account for which you'd like to apply:

Self-Directed Accounts


Perfect for putting you in the driver seat, our Self-Directed Registered Accounts support those who are looking for alternative investment strategies. But being in control doesn't mean you're alone; you'll get personal attention from devoted specialists who are committed to making your experience as easy and valuable as possible.


Online applications:



Opening a Self-Directed RSP with Community Trust? Our application process is simple. 


Forms Process


    

Reminder to complete addendums for locked in accounts.


The following release is required for all new accounts. Please complete it and include it with your account application.



If you would like to grant your agent permission to work with your new account on your behalf, you will also need to complete the Direction, Authorization and Consent form.





If you would like to transfer funds from a Registered Account at another financial institution, please complete the following Transfer Authorization Form.


If you would like like to transfer funds from a personal banking account, please complete the Pre-Authorized Debit (PAD) Form.


If you're applying for a LIRA/LRSP or LRIF/LIF please complete the appropriate addendum and spousal consent to transfer:


Federal


Ontario




British Columbia 






Alberta



*If you're having difficulty accessing this form it may be a browser issue. We recommend opening it in Internet Explorer, or saving it directly to your computer.


Opening a Self-Directed RIF with Community Trust? Our application process is simple. 


Forms Process


    

Reminder to complete addendums for locked in accounts.


The following release is required for all new accounts. Please complete it and include it with your account application.



If you would like to grant your agent permission to work with your new account on your behalf, you will also need to complete the Direction, Authorization and Consent form.





If you would like to transfer funds from a Registered Account at another financial institution, please complete the following Transfer Authorization Form.


If you would like like to transfer funds from a personal banking account, please complete the Pre-Authorized Debit (PAD) Form.


If you're applying for a LIRA/LRSP or LRIF/LIF please complete the appropriate addendum and spousal consent to transfer:


Federal


Ontario




British Columbia 






Alberta



*If you're having difficulty accessing this form it may be a browser issue. We recommend opening it in Internet Explorer, or saving it directly to your computer.


Opening a Self-Directed RDSP with Community Trust? Our application process is simple. 


Process


Please complete each of the following forms:

    







*Please note that if the plan holder is the beneficiary, these forms are not needed.


The following release is required for all new accounts. Please complete it and include it with your account application.



If you would like to grant your agent permission to work with your new account on your behalf, you will also need to complete the Direction, Authorization and Consent form.






If you would like like to transfer funds from a personal banking account, please complete the Pre-Authorized Debit (PAD) Form.


If you currently hold an RDSP at another financial institution and would like to transfer the account to Community Trust, please complete the RDSP Transfer and Holder Consent RDSP Transfer forms: 







If you would like to transfer funds from an existing RESP for a DTC-eligible child who will be unable to attend school due to his or her disability,  please complete the Rollover RESP to RDSP form: 





Opening a Self-Directed TFSA with Community Trust? Our application process is simple. 


Process


    


The following release is required for all new accounts. Please complete it and include it with your account application.



If you would like to grant your agent permission to work with your new account on your behalf, you will also need to complete the Direction, Authorization and Consent form.





If you would like to transfer funds from a Registered Account at another financial institution, please complete the following Transfer Authorization Form.


If you would like like to transfer funds from a personal banking account, please complete the Pre-Authorized Debit (PAD) Form.


Classic Registered Accounts


Our Classic Registered Accounts let the experts take the lead, and you get peace of mind knowing your principal investment is guaranteed.


Online applications:



Opening a Classic RSP with Community Trust? Our application process is simple. 


Forms Process


    

Reminder to complete addendums for locked in accounts.


If you would like to transfer funds from a Registered Account at another financial institution, please complete the following Transfer Authorization Form.


If you would like like to transfer funds from a personal banking account, please complete the Pre-Authorized Debit (PAD) Form.


If you're applying for a LIRA/LRSP or LRIF/LIF please complete the appropriate addendum and spousal consent to transfer:


Federal


Ontario




British Columbia 






Alberta



*If you're having difficulty accessing this form it may be a browser issue. We recommend opening it in Internet Explorer, or saving it directly to your computer.


Opening a Classic RIF with Community Trust? Our application process is simple. 


Forms Process


    

Reminder to complete addendums for locked in accounts.


If you would like to transfer funds from a Registered Account at another financial institution, please complete the following Transfer Authorization Form.


If you would like like to transfer funds from a personal banking account, please complete the Pre-Authorized Debit (PAD) Form.


If you're applying for a LIRA/LRSP or LRIF/LIF please complete the appropriate addendum and spousal consent to transfer:


Federal


Ontario




British Columbia 






Alberta



*If you're having difficulty accessing this form it may be a browser issue. We recommend opening it in Internet Explorer, or saving it directly to your computer.