The forms below are placed here as a convenience for brokers of VersaBank. Customers are invited to purchase VersaBank products by contacting one of our deposit representatives here.
GIC Forms:
- VersaBank accepts the Registered Deposit Broker Association (RDBA) forms:
- Client Information and Consent Form – CICF
- Client Identity Verification Form – CIVF
- GIC Application
- Politically Exposed Person
- Joint Investment Agreement
- Third Party Declaration
- GIC Estate Indemnity Agreement
RRSP Forms:
- RRSP Application
- RRSP Estate Indemnity Agreement
- RRSP Designation of Beneficiary
- Transfer Authorization for Registered Investments
Sunrise Daily Interest Savings Account Forms:
- Sunrise Daily Interest Savings Account Application (requires additional RDBA forms)
- Sunrise Daily Interest Savings Account Withdrawal Request
- Sunrise Daily Interest Savings Account – Deposit to an Existing Account
- Request to Close Sunrise Daily Interest Savings Account
Tax-Free Savings Account Forms:
- Tax-Free Savings Account Application
- TFSA – Designation of Successor / Beneficiary
- TFSA – Deposit to an Existing Account
- TFSA – Savings Account Withdrawal Request
- TFSA – Request to Close Savings Account
- Transfer Authorization for Registered Investments
Declaration of Tax Residence for Individuals:
- VersaBank accepts the following forms:
Deposit Insurance
VersaBank is a member of the Canada Deposit Insurance Corporation.
For more information about what’s covered and how it works, click the digital symbol.
For more information on our Eligible Deposits products.