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RESP Forms

Download and send us the forms that are required to open your RESP account by mail.

You can also contact our customer service team at openaccount@scotiaitrade.com.

Simply apply the proper postage and mail to:

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

Mandatory forms

1. Application for Personal Accounts
N/A | pdf : 687 KB

2. Application for Canada Education Savings Grant/CanadaLearning Bond (Subscriber Only)
CA38 | pdf : 87 KB

3. Application for Canada Education Savings Grant/CanadaLearning Bond
CA38A | pdf : 101 KB

4. Scotia Self-Directed Family Education Savings Plan Application (RESP)
CA36 | pdf : 133 KB

5. Scotia iTRADE - Scotia Self-Directed Individual Plan Terms and Conditions
N/A | pdf : 38 KB

6. Scotia iTRADE - Scotia Self-Directed Family Plan Terms and Conditions
N/A | pdf : 39 KB

Additional required documents

Signed and Dated Options Agreement (if applicable)
Photocopy of acceptable valid ID and Identity Verification (SiT200) Form
Beneficiaries must have SIN

Additional forms which may be needed

Transfer and Funding

1. RESP Account Transfer From Another Financial Institution Request Form
HRSDC SDE 0100 | pdf : 1 MB

2. RESP Pre-Authorized Contribution Agreement
SiT27 | pdf : 46 KB

Other

1. Request for Taxpayer Identification Number and Certification. 1 form per person W9
(for U.S. Person only) | pdf : 314 KB

2. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (if no ID available - renewable every 3 years, 1 form per person)
W8-BEN | pdf : 363 KB

3. Family Registered Education Saving Plan Schedule 'A' Form (required if you have three or more beneficiaries)
SiT37 (Sched A) | pdf : 32 KB