Documents you may need, all in one place.
Here you will find all of the helpful forms you need to administer your plan, your way.
Investment Change CL077 (05/20)
Use this form to move your existing funds to new investment options and update your investment instructions for all future contributions.
Lump Sum Deposit CL075 (01/18)
Use this form to make voluntary lump-sum deposit to your group RRSP or group TFSA.
Member Information Change CL004 (05/20)
Use this form for name, address, province of employment, spousal and beneficiary changes.
Group Plan Payroll Deduction Authorization CL064 (01/18)
Complete this form and return it to your employer if you wish to authorize a dollar amount or percentage of your gross pay towards your group RRSP, TFSA or pension plan.
Transfer Authorization for Registered Investments CL074 (01/18)
Complete, sign and send this form directly to your financial institution for transfer of your registered investments to your CUMIS account.
Withdrawal Request CL073 (05/20)
Use this form to make cash withdrawal from your account, direct transfer to another registered plan and Homebuyer’s plan (requires your plan or legislation to allow for withdrawals and transfers while employed).