Download Forms
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Open an AccountPlease select the form that you require from the drop down menu box below. For your convenience, some forms can be filled in online.
Important: During a Canada Post disruption, you may not be able to submit your form by mail. To submit your form, you can:
- Drop it off at or courier to an RBC Direct Investing Investor Centre
- Drop it off at your local RBC Royal Bank® Branch
- Call us for instructions on how to send us the form by secure Webmail
Transfer from Another Institution
- Direct Transfer of a Single Amount (DPSP, RPP)
- Letter of Authorization to Transfer Security to Non-Registered Account
- Quebec Education Savings Incentive - Transfer Between Registered Education Savings Plans
- Transfer Form (Investment Account)
- Transfer Form (Non-Personal Account)
- Transfer Form (Registered Accounts)
- Transfer Form (RESP)
- Transfer Form (FHSA)
In certain circumstances, RBC Direct Investing may accept transfers-in of trailer-paying investment funds managed by investment fund management companies that have agreed to switch their funds into non-trailer paying versions of the same funds following transfer.
Automatic Account Service Setup
Transaction Request
- Alberta LIF - Pension Partner Waiver of Entitlement to a Death Benefit
- Alberta LIRA - Pension Partner Waiver of Entitlement to a Death Benefit
- Alberta LIRA/LIF - Shortened Life Expectancy/Non-Residency
- Alberta LIRA/LIF - Unlock up to 50%
- Book Cost Form
- Donation of Securities
- Power of Attorney Form to Sell and Transfer Securities
- Section 302 Certification of Treatment of Merger Payment / Instructions
- Section 302 Certification of Treatment of Tender Payment / Instructions
- Transfer of Securities between Investment Accounts Form
QI, FATCA and CRS Forms (U.S. Internal Revenue Service – IRS – W-8, W9 and more)
- Canadian Intergovernmental Agreement (IGA) Certification Form
- Declaration of Tax Residence for Individuals RC520 form for each applicant
- Declaration of Tax Residence for Entities – RC521 form
- Substitute Form W-8BEN-E
- W-8BEN-E Form - Internal Revenue Service (IRS)
- W-8BEN-E Instructions - Internal Revenue Service (IRS)
- W-8BEN Form - Internal Revenue Service (IRS)
- W-8BEN Instructions - Internal Revenue Service (IRS)
- W-8EXP Form - Internal Revenue Service (IRS)
- W-8IMY Form - Internal Revenue Service (IRS)
- W-8IMY Instructions - Internal Revenue Service (IRS)
- W-9 Form - Internal Revenue Service (IRS)
- W-9 Instructions - Internal Revenue Service (IRS)
- Withholding Statement
Update Client Information
- Beneficial Ownership Form
- Third Party Determination Statement(Valid Occupation List)
- Update/Change - Non Personal Account
- Update/Change of Client Information form(Valid Occupation List)
- Update/Change of Client Information (Name Change and/or Out of Country Address Change)(Valid Occupation List)
- Trusted Contact Person (TCP)
Margin or Derivatives(options) trading
Should your personal information need to be updated, please also complete the Update/Change of Client Information form.
Trading Authority
Beneficiary Designation
Registered Retirement Savings Plan and Registered Retirement Income Fund
- Designation of Standard Beneficiary with Contingent Options / Guide
- Designation of Multiple Beneficiaries / Guide
Tax-Free Savings Account
- TFSA Beneficiary Designation with Contingent Options / Guide
- TFSA Multiple Beneficiary Designation / Guide
Registered Education Savings Plan
Withdrawal Requests
Removing a Worthless Security
Client Agreements (Operation of Account, Trust Forms and Locked-In Addenda)
Account Agreements and Trust
- Declaration of Trust (RIF)/ Declaration of Trust (French Version)
- Declaration of Trust (RSP)/ Declaration of Trust (French Version)
- Conflicts of Interest Disclosure & Operation of Account Agreement (January 2026) / Operation of Account Agreement (French Version)
- Conflicts of Interest Disclosure & Operation of Account Agreement (June 2025) / Operation of Account Agreement (French Version)
- Tax-Free Savings Account - Trust Agreement/ Trust Agreement (French Version)
- RESP Plan Text (Individual Plan)/ Plan Text (French Version)
- RESP Plan Text (Family Plan)/ Plan Text (French Version)
- First Home Savings Account (FHSA) – Trust agreement / Trust agreement (French Version)
Addenda
- LIF - Alberta Addendum
- LIF - British Columbia Addendum
- LIF - Federal Addendum/ Federal Addendum (French Version)
- LIF - Manitoba Addendum
- LIF - New Brunswick Addendum
- LIF - Newfoundland & Labrador Addendum
- LIF - Nova Scotia Addendum
- LIF - Nova Scotia Addendum (for LIFs opened before April 1st 2025)
- LIF - Ontario Addendum
- LIF - Quebec Addendum/ Quebec Addendum (French Version)
- LIRA - Alberta Addendum
- LIRA - British Columbia Addendum
- LIRA - Manitoba Addendum
- LIRA - New Brunswick Addendum
- LIRA - Newfoundland & Labrador Addendum
- LIRA - Nova Scotia Addendum
- LIRA - Ontario Addendum
- LIRA - Quebec Addendum/ Quebec Addendum (French Version)
- LIRA - Saskatchewan Addendum
- LRIF - Newfoundland & Labrador Addendum
- LRSP - Federal Addendum/ Federal Addendum (French Version)
- RLIF - Federal Addendum/ Federal Addendum (French Version)
- RLSP - Federal Addendum/ Federal Addendum (French Version)
- PRIF - Manitoba Addendum
- PRIF - Saskatchewan Addendum
Spousal Consent to Transfer to an Income Fund
Other Services
- Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) Application
- Co-Mingling Agreement
- Consent to the Electronic Delivery of Documents
- Quebec Education Savings Incentive - Transfer Between Registered Education Savings Plans
- Annex D – Application: British Columbia Training and Education Savings Grant (BCTESG)
- Shareholder Communication Instructions
Submitting Your Form
To avoid any delays in the processing of your request, please: print, ensure it is completed accurately, sign and date your form.
Once completed, please forward your form to RBC Direct Investing:
Need Help?
If you need assistance completing the form please call us at
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1-800-769-2560