Investments

Tax-Free Savings Account Application

- 1. Pre-qualifying information
- 2. Holder information
- 3. TFSA information
- 4. Successor holder and designated beneficiaries
- 5. Declaration of trust
- 6. Confirm & submit

You've made a great decision! A Tax-Free Savings Account is just one more way to make your money work harder for you.

If you have any questions about completing this TFSA application, please refer to our TFSA Form Instructions.

Before You Begin

When completing this application for a new Tax-Free Savings Account you will need your Social Insurance Number and your Vancity Account Number. If you are not a member yet, you can fill out a membership application online.
You must be at least age 18. This is a regulatory requirement. If you're not yet 18 years of age, there are many other saving options for you. Check out our Youth Chequing Account loaded with free stuff or the Jumpstart High Interest Savings account.
During this application, you will have the ability to print out the confirmation screen. If you would rather complete the paper application form, please contact your local branch.
To contribute to an existing TFSA you can use Online Banking.

All fields are required unless indicated

Pre-qualifying information

A few questions before we begin.

Are you 18 or over?

Yes

No

Are you a Canadian resident?

Yes

No

Are you a Vancity member?

Yes

No

Cancel

Next steps