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Open Access Member Forms

Member Resources

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How to submit your forms

Email

Download the form you wish to submit. You may choose to complete it electronically in PDF format, or print and fill out by hand. Sign the form and submit by email to inquiry@openaccessltd.com

By Mail or Fax

Download the form you wish to submit. You may choose to complete it electronically in PDF format, or print and fill out by hand. Sign the form and submit by fax to (416) 955-4878 or by mail at the address below: 

Open Access Limited

1 Richmond Street West Suite 800

Toronto, ON

M5H 3W4

 

Personal Information Forms

This form is for first time members and will tell us which of our nine CAP Portfolios is the most appropriate for you. It also appoints Open Access as your discretionary investment manager.

Complete this form to update your Investor Profile on an annual basis. This will tell us if your CAP Portfolio needs to change.

Use this form to notify us of changes to your personal information.

 

Application Forms

Fill out this form to open your Group Retirement Savings Plan.

Fill out this form to open your group Tax-Free Savings Account.

Fill out this form to open your Individual Retirement Savings Plan

Fill out this form to open your Defined Contribution Pension Plan or Deferred Profit Sharing Plan.

Fill out this form to open your Registered Retirement Income Fund.

Use this form to apply for a non-registered account.

 

Declaration of Trust and Authorization Forms

This form authorizes us to transfer money automatically, usually monthly, from your chequing account to your retirement plan.

This informs us and your payroll department of the dollar amount or percentage you would like deducted from each pay period to go into your retirement plan.

This informs us and your payroll department of the dollar amount or percentage you would like deducted from each pay period to go into your TFSA.

This is a legal agreement between a plan member and the trust company where the group RSP plan is held. It sets out the terms under which the plan operates.

This is a legal agreement between a plan member and the trust company where the individual RSP plan is held. It sets out the terms under which the plan operates.

This is a legal agreement between a plan member and the trust company where the RIF plan is held. It states the rules of the plan.

 

Withdrawal and Transfer Forms

Use this form when you want to withdraw funds from your group retirement plan.

Use this form record a direct transfer of an RRSP to a Group Plan at Open Access.

Use this form to transfer funds or assets directly into your DPSP, RPP or LIRA.

Use this form to transfer locked-in funds into a LIRA.

This will lead to the CRA form

This will lead to the CRA form