CI Investment Services Inc. Account Opening Documentation
How to Submit a Paper Application
Step 1: Print, fill out and have the client sign the applicable account application form(s).
Step 2: Email, Fax or Mail the completed and signed documents to CI Investment Services Inc. (CIIS). CIIS will review the documents and notify you once the account(s) have been opened.
E-mail: support.ciis@ci.com
Fax: 416.288.8611
Address:
ATTN: New Accounts
CI Investment Services Inc.
15 York Street, 2nd Floor, Toronto, ON, M5J 0A3
Non-Registered Accounts
Individual
- New Account Application Form
- Disclosures & Customer Agreements Booklet
- PEP Form Individual (If Applicable)
- W8 Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Declaration of Tax Residence for Individuals
- Standard Privacy Policy Notice
Corporate
- New Account Application Form
- Corporate Resolution Document
- Disclosures & Customer Agreements Booklet
- PEP Form Corporate (If Applicable)
- W8-Ben-E Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Guarantee of Account
- Declaration of Tax Residence for Entities
- Standard Privacy Policy Notice
Please contact CI Investment Services for opening Institutional Accounts.
Registered Accounts
TFSA (Tax-Free Savings Account)
- New Account Application Form (Individual)
- Disclosures & Customer Agreements Booklet
- PEP Form Individual (If Applicable)
- TFSA Application Form
- W8 Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Registered Plan Beneficiary Designation Form
- Contingent Beneficiary Designation Form
- Declaration of Tax Residence for Individuals
- Standard Privacy Policy Notice
RRSP (Registered Retirement Savings Plan) & RRIF (Registered Retirement Income Fund)
- New Account Application Form (Individual)
- Disclosures & Customer Agreements Booklet
- PEP Form Individual (If Applicable)
- RRSP Application Form
- RRIF Application Form
- W8 Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Registered Plan Beneficiary Designation Form
- Contingent Beneficiary Designation Form
- Standard Privacy Policy Notice
- Addendum for Locked-In Registered Plans
LIF
- LIF Alberta
- LIF British Columbia
- LIF Federal
- LIF Manitoba
- LIF New Brunswick
- LIF Newfoundland
- LIF Nova Scotia
- LIF Ontario
- LIF Quebec
LIRA
- LIRA Alberta
- LIRA British Columbia
- LIRA Manitoba
- LIRA New Brunswick
- LIRA Newfoundland
- LIRA Nova Scotia
- LIRA Ontario
- LIRA Quebec
- LIRA Saskatchewan
LRSP
PRIF
RLIF
LRIF
RLSP
- Declaration of Tax Residence for Individuals
RESP (Registered Education Savings Plan)
- New Account Application Form (Individual)
- Single Plan Form
- Family Plan Form
- APPLICATION: Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
- ANNEX A – Additional Beneficiaries
- ANNEX B – Primary Caregiver and/or Custodial Parent/Legal Guardian
- ANNEX D – APPLICATION: British Columbia Training and Education Savings Grant (BCTESG)
- Designation of Additional Beneficiaries
- Canada Learning Bond (CLB) Application for Adult Beneficiaries
- RESP Withdrawal Form
- Declaration of Tax Residence for Individuals
- Standard Privacy Policy Notice
FHSA (First Home Savings Account)
- New Account Application Form
- Disclosures & Customer Agreements Booklet
- PEP Form Individual (If Applicable)
- FHSA Application Form
- W8 Form
- W9 Form (U.S. Citizens Only)
- Waiver of Confidentiality Form (U.S. Citizens Only)
- Registered Plan Beneficiary Designation Form
- Contingent Beneficiary Designation Form
- Declaration of Tax Residence for Individuals
- Standard Privacy Policy Notice
Account Transfer
Individual / Corporate
- Non-Registered Account Transfer Form
- TFSA Transfer Form
- RRSP Transfer Form
- RESP Transfer Form
- FHSA Transfer Form
Additional Forms
- CIIS Administrative Fees
- Power of Attorney
- Letter of Direction
- Letter of Direction – Estate Account
- Letter of Direction – In Trust Account
- Preauthorized Debit Agreement
- Property Transfer – Donation
- Trust Participant Identification Form