Forms Library

Maintain or make changes to your existing account(s)

Mail

Simply apply the proper postage and mail to:

Scotia iTRADE
PO Box 4002 Station A
Toronto, ON
M5W 0G4


Simply download the forms you need, fill them out, and mail them to us.

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Individual or Joint Accounts
Corporate or Non Personal Accounts
Registered Accounts (RSP, RIF, LIF, LIRA, etc)
Registered Education Savings Plans (RESP)
Tax Free Savings Accounts (TFSA)
Transfer Forms
  • 1. Electronic Funds Transfer (EFT) Request Form SiT506 About this form

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    If you want to link your bank account with your Scotia iTRADE account so that you can transfer funds to and from your bank account, simply use this form.

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  • 2. Registered Account and TFSA Transfer From Another Financial Institution Request Form SiT63 About this form

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    If you want to transfer your registered account from another broker, please complete this form.

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  • 3. Non-Registered Account Transfer From Another Financial Institution Request Form SiT56 About this form

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    If you want to transfer in an individual, joint or corporate account to Scotia iTRADE, this is the form to use. Please note, this form cannot be used to transfer between Scotia iTRADE accounts or for registered (RRSP) transfers.

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  • 4. Systematic Investment Authorization SiT16S About this form

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    If you want to set up a regular purchase plan for a mutual fund offered on our site, simply complete this form. Please note this does not apply to every mutual fund company as certain mutual fund companies do not allow you to set up a regular purchase plan.

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  • 5. Bank of Nova Scotia Group RRSP Contribution Agreement Investment Instructions SiT62 About this form

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    If you want to make pre-authorized contributions to your Group Retirement Savings Plan or Deferred Profit Sharing Plan, please complete this form.

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  • 6. RESP Account Transfer From Another Financial Institution Request Form HRSDC SDE 0088 About this form

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    If you want to transfer an existing RESP from another broker, please complete this form

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  • 7. Gifting of Securities between Scotia iTRADE Accounts SiT508 About this form

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    If you need to request a transfer of securities between Scotia iTRADE accounts, this is the form to use. Please note that we only transfer shares between family members or 100% owned corporations and the individual client.

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  • 8. DPSP or RPP Account Transfer from another Financial Institution Request Form T2151E About this form

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    If it's your first time making a transfer from your previous employer to your Scotia iTRADE locked-in registered account, please complete this form.

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  • 9. Ontario LIF 50% withdrawl request (accounts opened after December 31, 2010) FSCO About this form

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    If you want to withdraw or transfer up to 50% of the Money Transferred into a Schedule 1.1 LIF after December 31, 2010, please complete this form.

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  • 10. Power of Attorney Form for Certificate Deposits SiT507 About this form

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    If you need to deposit a physical certificate to a personal or joint account, please complete this form.

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  • 11. Province of Alberta LIRA Withdrawal/Transfer Letter of Authorization SiT105 About this form

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    If you need to withdraw or transfer from an Alberta LIRA, please complete this form.

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  • 12. Application to Transfer Pension Benefit Credit SiT118 About this form

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    If you want to transfer a pension plan to a LIRA, LIF, or annuity, please complete this form.

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  • 13. Contribution of Securities (in Kind and/or Cash) About this form

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    If you want to contribute securities from your regular trading account to a Registered Retirement Savings Plan, you will need to complete this form or you could use the online feature under Manage My accounts/Additional services/Transfer Securities and Funds between accounts.

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  • 14. Corporate Resolution to Transfer Securities (Sole Ownership) SiT8A About this form

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    If you are depositing a physical certificate to a non-personal account and there is a sole owner, please complete this form. You must also complete the Power of Attorney to Transfer Securities form.

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  • 15. Corporate Resolution to Transfer Securities SiT8 About this form

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    If you are depositing a physical certificate to a non-personal account, please complete this form. You must also complete the Power of Attorney to Transfer Securities form

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  • 16. Form 1 - Attestation Regarding LIRA/LRSP Withdrawal Based on Financial Hardship SiT119 About this form

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    If you are experiencing financial hardship and need funds from a locked-in plan, please complete this form. This form is required by the provincial government and gives Scotia iTRADE permission to release the funds.

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  • 17. Form 2 - Attestation(s) Regarding LIRA/LRSP Withdrawal based on Financial Hardship - Spouse/Common-Law Partner SiT119A About this form

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    If you want to withdraw or transfer funds from a registered locked-in plan, please use this form. Please note that the government requires the consent of the spouse or common law partner

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  • 18. Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans SiT119B About this form

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    If you want to unlock up to 50% of your Federal locked-in LRIF, please use this form. Please note that you must be at least 50 years old.

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  • 19. RSP/RIF Transfer Form - Marriage Breakdown T2220 About this form

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    If you need to transfer an RSP or RIF account due to Matrimonial Separation, please complete this form.

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  • 20. TFSA Transfer Form - Marriage Breakdown SiT122 About this form

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    If you need to transfer a TFSA account to another individual's TFSA account due to Breakdown of Marriage or Common-Law Partnership, please complete this form.

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  • 21. Registration of Shares to Family Members Form SiT509 About this form

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    If you need to transfer Third Party Registration of Certificates to Family Members, please complete this form.

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Account Changes, Policies and Terms and Conditions
Tax Forms
  • 1. W8-BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding About this form

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    If you are unable to provide valid Canadian evidence of identity, you may use the W8-BEN. This form must be renewed every 3 years

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  • 2. W-8IMY - Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or U.S. Branches for United States Tax Withholding About this form

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    If you are a Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding this form will be required.

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  • 3. W-8BEN-E - Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities) About this form

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    This form is used by foreign entities to document their status for United States Withholding Tax.

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  • 4. W-8ECI - Certificate of Foreign Person's Claim That Income is Effectively Connected With the Conduct of a Trade or Business in the United States About this form

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    This form is used if you receive effectively connected income from sources in the United States.

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  • 5. W-8EXP - Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting About this form

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    This form is used to claim a reduced rate of withholding tax as a foreign government or other foreign organization for United States Tax Withholding and Reporting.

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  • 6. Guide to IRS Requirements About this form

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    Not sure if you need to fill out W-8BEN, W-8IMY, or W-9 for US tax requirements? Find the answers here.

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  • 7. W9 (for U.S. Person only) - Request for Taxpayer Identification Number and Certification About this form

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    Request for Taxpayer Identification Number and Certification (W-9 for U.S. person only)

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  • 8. Tax Residency Certification by Non-Resident Taxpayer SiT145 About this form

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    Required for non-resident clients who reside in tax treaty countries in order to claim a reduced withholding rate on Canadian source income.

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Other Forms