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:
  • Canada Revenue Agency (CRA) RC518
  • RDBA Client Information and Consent Form – CICF

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.