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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 : 612 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
Beneficiaries must have SIN
Personal cheque for $1

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