forms for deposit agents

The forms below are placed here as a convenience for brokers of Pacific and Western Bank of Canada. Customers are invited to purchase PWB products by contacting one of our deposit representatives here.

GIC Forms:

• GIC Application form
• GIC Estate Indemnity Agreement
• Client Information Form

RRSP Forms:

• RRSP Application form
• RRSP Estate Indemnity Agreement (new version 2008)
• RRSP Designation of Beneficiary
• RRSP T2033 Direct Transfer (external link)

Sunrise Daily Interest Savings Account Forms:

• Sunrise Daily Interest Savings Account Application form
• Sunrise Daily Interest Savings Account Withdrawal Request form
• Sunrise Daily Interest Savings Account - Deposit to an Existing Account form
• Request to Close Sunrise Daily Interest Savings Account form

Tax-Free Savings Account Forms:

• Tax-Free Savings Account Application Form
• TFSA - Designation of Successor / Beneficiary
• TFSA - Deposit to an Existing Account form
• TFSA - Savings Account Withdrawal Request form
• TFSA - Request to Close Savings Account form