Forms centre

Account maintenance forms

• U.S. Internal Revenue Service form W-8BEN (PDF, 65 KB) Opens a new window in your browser. | Instructions (PDF, 180 KB) Opens a new window in your browser.  
• U.S. Internal Revenue Service form W-9 (PDF, 130 KB) Opens a new window in your browser. | Instructions (PDF, 150 KB) Opens a new window in your browser. 
• Transfer Request - Non-Registered (PDF, 165 KB) Opens in a new window.
  
• Letter of Authorization to Remove Delisted Securities (PDF, 25 KB) Opens a new window in your browser. 
• Electronic Funds Transfer (PDF, 120 KB) Opens in a new window.
  To add or change non-CIBC banking information
• Trading Authority Change Request (PDF, 190 KB) Opens in a new window.
• General Power of Attorney (PDF, 255 KB) Opens in a new window.
• Power of Attorney to Transfer Securities (PDF, 105 KB) Opens in a new window.

Account maintenance forms

• U.S. Internal Revenue Service form W-8BEN-E (PDF, 295 KB) Opens a new window in your browser. | Instructions (PDF, 240 KB) Opens a new window in your browser.
• U.S. Internal Revenue Service form W-8IMY (PDF, 275 KB) Opens a new window in your browser. | Instructions (PDF, 250 KB) Opens a new window in your browser.

Supplemental forms

• Guarantee Agreement (PDF, 50 KB) Opens in a new window.
• Guarantee Agreement - Alberta (PDF, 90 KB) Opens in a new window.
• Agreement/Resolution (PDF, 265 KB) Opens in a new window.
• Letter of Authorization to Remove Delisted Securities (PDF, 255 KB) Opens in a new window.
• Electronic Funds Transfer (PDF, 120 KB) Opens in a new window.
  To add or change non-CIBC banking information
• Power of Attorney to Transfer Securities (PDF, 105 KB) Opens in a new window.
• Transfer Request - Non-Registered (PDF, 165 KB) Opens in a new window.
  

Account maintenance forms

• U.S. Internal Revenue Service form W-8BEN-E (PDF, 295 KB) Opens a new window in your browser. | Instructions (PDF, 240 KB) Opens a new window in your browser. 
• U.S. Internal Revenue Service form W-8IMY (PDF, 250 KB) Opens a new window in your browser. | Instructions (PDF, 240 KB) Opens a new window in your browser. 
• Transfer Request - Non-Registered (PDF, 165 KB) Opens in a new window.
  
• Letter of Authorization to Remove Delisted Securities (PDF, 255 KB) Opens a new window in your browser. 
• Electronic Funds Transfer (PDF, 120 KB) Opens in a new window.
  To add or change non-CIBC banking information
• Power of Attorney to Transfer Securities (PDF, 105 KB) Opens in a new window.
• Authorized Individual Information and Direction (PDF, 230 KB) Opens in a new window.

Withdrawal forms

• Home Buyers' Plan (HBP) Withdrawal Request (PDF, 45 KB) Opens a new window in your browser. 
  You must complete an RRSP Withdrawal Request form along with the HBP Withdrawal form
• Lifelong Learning Plan (LLP) Withdrawal Request (PDF, 70 KB) Opens a new window in your browser. 
  You must complete an RRSP Withdrawal Request form along with the LLP Withdrawal form 
• RRSP Withdrawal Request (PDF, 50 KB) Opens a new window in your browser.

Account maintenance forms

• Beneficiary Designation Request (PDF, 25 KB) Opens a new window in your browser. 
• RRIF/LIF/RLIF Payment Change Request (PDF, 45 KB) Opens a new window in your browser. 
• Letter of Authorization to Remove Delisted Securities (PDF, 255 KB) Opens a new window in your browser. 
• Transfer from an RRSP or RRIF to Another RRSP or RRIF on Breakdown of Marriage or Common-law Partnership (PDF, 230 KB) Opens in a new window.
• Electronic Funds Transfer (PDF, 120 KB) Opens in a new window.
  
• To add or change non-CIBC banking information
• Trading Authority Change Request (PDF, 190 KB) Opens in a new window.
• General Power of Attorney (PDF, 255 KB) Opens in a new window.
• Power of Attorney to Transfer Securities (PDF, 105 KB) Opens in a new window.

Account maintenance forms

• Transfer Request - Registered (PDF, 235 KB) Opens in a new window.
  
• Successor Holder or Beneficiary Designation Form (PDF, 35 KB) Opens a new window in your browser. 
• U.S. Internal Revenue Service form W-8BEN (PDF, 65 KB) Opens a new window in your browser. | Instructions (PDF, 180 KB) Opens a new window in your browser.
• Letter of Authorization to Remove Delisted Securities (PDF, 255 KB) Opens a new window in your browser. 
• Electronic Funds Transfer (PDF, 120 KB) Opens in a new window.
  To add or change non-CIBC banking information
• Trading Authority Change Request (PDF, 190 KB) Opens in a new window.
• General Power of Attorney (PDF, 255 KB) Opens in a new window.
• Power of Attorney to Transfer Securities (PDF, 105 KB) Opens in a new window.

There are two types of RESP plan: An individual plan and a family plan.

An individual plan can be opened for one beneficiary, while a family plan can be opened for one or more beneficiaries. In a family plan, the subscriber must be related by blood or adoption to all beneficiaries.

The Canada Education Savings Grant (CESG) application form is required for each beneficiary on an RESP.

Account open forms

• Canada Education Savings Grant (CESG), Additional CESG and Canada Learning Bond (CLB) (PDF, 735 KB) Opens a new window in your browser.

Withdrawal forms

Proof of enrolment and receipts may also be required. For more information, contact your advisor or call us at  1-800-661-7494Opens your phone app..

• RESP withdrawal form (PDF, 405 KB) Opens in a new window. | RESP withdrawals checklist (PDF, 165 KB) Opens in a new window.

Account maintenance forms

• RESP Transfer Form (PDF, 1.2 MB) Opens a new window in your browser. 
• RESP Beneficiary Addition/Change Form (PDF, 500 KB) Opens a new window in your browser. 
• Letter of Authorization to Remove Delisted Securities (PDF, 255 KB) Opens a new window in your browser. 
• U.S. Internal Revenue Service form W-8BEN (PDF, 70 KB) Opens a new window in your browser. | Instructions (PDF, 180 KB) Opens a new window in your browser.
• Electronic Funds Transfer (PDF, 120 KB) Opens in a new window.
  To add or change non-CIBC banking information
• Trading Authority Change Request (PDF, 190 KB) Opens in a new window.
• General Power of Attorney (PDF, 255 KB) Opens in a new window.
• Power of Attorney to Transfer Securities (PDF, 105 KB) Opens in a new window.

Withdrawal forms

• Request to Make a Qualifying Withdrawal from your FHSA (PDF, 35 KB) Opens in a new window.
• ISI FHSA Withdrawal Form (PDF, 235 KB) Opens in a new window.

Account maintenance forms

• Letter of Authorization to Remove Delisted Securities (PDF, 165 KB) Opens in a new window.
• ISI Registered Transfer Form (PDF, 245 KB) Opens in a new window.
• Electronic Funds Transfer (PDF, 120 KB) Opens in a new window.
• FHSA — Transfer of Assets Due to Marriage Breakdown (PDF, 245 KB) Opens in a new window.
• Trading Authority Change Request (PDF, 140 KB) Opens in a new window.
• General Power of Attorney (PDF, 200 KB) Opens in a new window.
• Power of Attorney to Transfer Securities (PDF, 155 KB) Opens in a new window.