Forms for Deposit Brokers

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Forms for Deposit Brokers

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.

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

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.

View list of Eligible Deposits Products.

Forms for Deposit Brokers

Forms for Deposit Brokers

GIC Forms

RRSP Forms

Tax-Free Savings Account Forms

Declaration of Tax Residence for Individuals

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