Get Content Form

Filling out the Content Form online is a straightforward process that allows users to manage their tax-free savings account efficiently. This guide will provide clear and detailed instructions to help you complete each section with confidence.

Follow the steps to complete the Content Form easily.

1. Press the 'Get Form' button to access the Content Form in an online editor.
2. Begin with the Source of Funds section. Indicate your funding sources by checking all applicable options, such as client cheque or transfer from an existing account. Ensure you fill in the relevant details for the selected options.
3. Proceed to the Plan Holder Information section. Here, enter your preferred language, gender, surname, first name, middle initial, email address, and complete your address including postal code. Don't forget to provide your social insurance number and birth date as these are mandatory fields.
4. Next, fill out the Successor Account Holder/Designation of Beneficiary section. If you wish to designate a successor holder or beneficiaries, provide their details including their relationship to you and necessary identification numbers.
5. Continue with the Dealer and Representative Information. Ensure to fill in the dealer name, representative's name, and their contact information, confirming that you've verified the plan holder's identity.
6. In the Investment Selection section, indicate your fund selections and amounts. Specify if you want to allocate distributions or make regular contributions with the required amounts.
7. Review the Pre-Authorized Chequing Plan (PAC) section. Fill in the start date, frequency, and amounts for withdrawals. Ensure you have the necessary banking details ready to complete this section.
8. In the Banking Information section, choose whether you want payments deposited directly to your bank account or mailed to your address. Fill in all required banking details.
9. Fill out the Automatic Rebalancing Service section by selecting your variance and frequency options, and authorizing CI Investments Inc. to rebalance your account based on your selections.
10. Finally, review and sign the Authorization section to confirm your application details. Make sure to date your signature.
11. Once you have filled out all sections, review your form for accuracy. You can then save the changes, download, print, or share the completed Content Form as needed.

Start filling out your Content Form online today to manage your tax-free savings account effectively.