How to Fill Out CIBC 9235

CIBC 9235 at a glance

What it is: This is the Electronic Funds Transfer Form for Non-CIBC Bank Accounts Only, to authorize transfers of cash between the bank account(s) and CIBC Investor Services Inc. account(s) listed.

Who signs: If you have a Joint Account, all account holders' signatures are required in the Client Signature and Joint Client Signature fields.

A filled-in CIBC 9235 example: a Canadian and a US dollar account linked

CIBC 9235 example filled out, example: a Canadian and a US dollar account linked
Jane Sample fills out the CIBC Electronic Funds Transfer Form. She links one Canadian dollar and one US dollar account, both Individual accounts. The picture shows page 1 only, so the date, print name and signature on page 2 are not in it, and every value in it is made up. She lists one CIBC Investor Services Inc. account, so the account and name rows 2 to 5 stay empty. She has no joint account, so Joint Client Signature stays empty.

How to fill out CIBC 9235, box by box

Branch Contact First and Last Name and Telephone Number

CIBC 9235 example filled out, branch Contact First and Last Name and Telephone Number

Enter the Branch Contact First and Last Name and the Branch Contact Telephone Number.

CIBC Investor Services Inc. Account Number and Client Name

CIBC 9235 example filled out, cIBC Investor Services Inc. Account Number and Client Name

Enter the CIBC Investor Services Inc. Account Number and the Client Name for each account you list, in the numbers 1 to 5.

Bank Account Information - Canadian Dollar Currency

CIBC 9235 example filled out, bank Account Information - Canadian Dollar Currency

Bank Account Information - Canadian Dollar Currency: enter the Financial Institution Name, mark the Account Type Individual or Joint, then enter the Bank Account Number, Institution Number and Institution Transit Number.

Bank Account Information - US Dollar Currency (Not available for RESP Accounts)

CIBC 9235 example filled out, bank Account Information - US Dollar Currency (Not available for RESP Accounts)

Not available for RESP Accounts. Enter the Financial Institution Name, mark the Account Type Individual or Joint, then enter the Bank Account Number, Institution Number and Institution Transit Number.

Client Signature

CIBC 9235 example filled out, client Signature

Enter the Date (Month day, year) and the Print Name (and Title if signing as authorized representative) with the Client Signature.

Joint Client Signature

CIBC 9235 example filled out, joint Client Signature

Enter the Date (Month day, year) and the Print Joint Client Name (and Title if signing as authorized representative) with the Joint Client Signature.

If your situation is different

Linking a line of credit or other borrowing facility

If you are linking a line of credit or other borrowing facility, you acknowledge that using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.

Linking 3rd party bank accounts to corporate Investor's Edge accounts

Note: Linking 3rd party bank accounts to corporate Investor's Edge accounts is not permitted.

Permitted transfers

Please Note: Only CDN$ or U.S.$ transfers from Canadian financial institutions are permitted. Third party bank accounts cannot be used to settle trades. Transfers from bank accounts where multiple signatures are required will not be accepted.

How to submit

How to submit: Please sign this form and submit it along with a copy of a personalized VOID Cheque or bank account statement showing ALL account holders' names, addresses and the bank account number. This request can be scanned and sent as a REPLY to the Secure Email that you received from Investor's Edge. You can also drop off these documents at your local CIBC Banking Centre or mail them to the following address:

Mail them to CIBC Investor Services Inc. Attention: IE Client Support Team 161 Bay Street, 4th Floor Toronto, Ontario M5J 2S8.

Authorization

The accountholder(s) understand that the delivery of this authorization form to CIBC Investor Services Inc. is equivalent to having personally instructed the financial institution which holds the account from which the transfers will be made (the “Transfer Account”) to make these transfers.

That financial institution is not required to verify that transfers comply with the instructions given on this form.

The accountholder(s) certify that the Transfer Account details given on this form are correct.

The accountholder(s) confirm that all persons whose signatures are required to authorize transactions in the Transfer Account have been provided, and that all necessary authorizations for each transfer instruction will be provided.

If the Transfer Account information changes in any way, the accountholder(s) will notify CIBC Investor Services Inc. in writing as soon as possible.

Transfers by telephone or in writing

This authorization form permits the accountholder(s) to direct CIBC Investor Services Inc. by telephone, in writing or via CIBC Investor Services Inc. secure electronic access devices to make transfers in the amount specified at each time of request.

CIBC Investor Services Inc. must receive prior authorization for each transfer.

Transfers may only be made between accounts held by the same person for individual accounts.

The transfer must be in the same currency as the Transfer Account.

Hold Period

Funds transferred from non-CIBC bank accounts will be subject to a hold period: five business days for trading and ten business days for withdrawals.

NSF Charges

The accountholder(s) acknowledge and understand that applicable NSF charges will be applied as necessary.

Cancellation

This authorization may be cancelled at any time upon 10 days prior written notice to CIBC Investor Services Inc. directed to the location at which the CIBC Investor Services Inc. account is located.

Sources

[1] CIBC 9235 (2023/11), Electronic Funds Transfer Form for Non-CIBC Bank Accounts Only, CIBC Investor Services Inc. (the Official source link on this page).

CIBC Funds Transfer Form PDF Details

Any existing authorization to debit a non-CIBC bank account of the same currency will be replaced.

Currency: Canadian dollar and US dollar bank accounts; the US dollar section is not available for RESP accounts

How to submit: Sign it and send a copy of a personalized void cheque or bank account statement showing all account holders' names, addresses and the bank account number

Where to send: Reply to the Investor's Edge Secure Email, or drop the documents off at your local CIBC Banking Centre

Mail to: CIBC Investor Services Inc., Attention: IE Client Support Team, 161 Bay Street, 4th Floor, Toronto, Ontario M5J 2S8

Cancellation: 10 days prior written notice to CIBC Investor Services Inc., directed to the location where the CIBC Investor Services Inc. account is located

QuestionAnswer
Form NameCIBC Funds Transfer Form
Form Length2 pages
Fillable?Yes
Fillable fields39
Avg. time to fill out7 min
Edition9235-2023/11
Matches the agency's fileYes, checked November 3, 2026
Other namesCIBC Funds Transfer Form, CIBC Electronic Funds Transfer Form, CIBC 9235
Official sourceCIBC 9235 (2023/11), Electronic Funds Transfer Form for Non-CIBC Bank Accounts Only, CIBC Investor Services Inc.