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Forms and Downloads
Some forms have a Montreal or Waterloo mailing address. Use the form with the same mailing address that appears in the "To contact us" section of the Bulletin board on your member statement. If in doubt, please use the form with the Waterloo mailing address.

Forms marked with an asterisk* can be completed online. All other forms need to be printed then completed.


Registered Pension Plan (RPP)


Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Account (TFSA)
Deferred Profit Sharing Plan (DPSP)
Employee Profit Sharing Plan (EPSP)
Non-Registered Retirement Savings Plan (NRSP)
Group Retirement Income Plan (RRIF, LIF, LRIF, PRIF)
Personal Plans
Brochures

Updating your address?
It's quicker to update your address online. From the left menu, select
Login*. Once in the secure site, select Member Information from the My Account section in the left menu. (TOP)

Want to make investment changes?

You can transfer between investments, change investment direction, and change where GIAs are reinvested - online, anytime, at no charge. From the left menu, select
Login*. Once in the secure site, refer to the ChanPersonal Plan RSP Enrolment* (GP0796E)
*To use these services, you need a customer number (top right corner of your member statement) and a personal identification number (PIN). If you need a PIN, call toll-free 1-888-727-7766.




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