Simply download the forms you need, fill them out, and mail them to us.
Apply the proper postage and mail to:
Scotia iTRADE
PO Box 4002 Station A
Toronto, ON
M5W 0G4
Initiating transfers (for non-registered, registered, and TFSA accounts) from another financial institution can be made Online.
1. Application for Personal Accounts
N/A | pdf : 745
KB
2. Customer Agreement
N/A | pdf : 91
KB
3. Power of Attorney - Granting Full Authority including Withdrawal of Money
SiT3D | pdf : 2
MB
4. Electronic Communications (e-Communications) Consent
SiT160 | pdf : 47
KB
1. Application for Corporations, Partnerships, Associations, Sole Proprietorships and Investment Clubs
Application for Corporations, Partnerships, Associations, Sole Proprietorships and Investment Clubs | pdf : 1
MB
2. Trading Authorization – Legal Entity
CA9 | pdf : 121
KB
3. Customer Agreement – Legal Entity Accounts
Customer Agreement – Legal Entity Accounts | pdf : 110
KB
4. Electronic Communications (e-Communications) Consent
SiT160 | pdf : 47
KB
7. Formal (Written) Trust/Estate Account Supplementary Application
CA15W | pdf : 80
KB
9. Limitation on Benefits Treaty Statement
CALOB | pdf : 141
KB
10. Tax Residency Self Certification for Legal Entities
N/A | pdf : 67
KB
11. Controlling Persons Information for Directors and/or Senior Officers
SIT-CRS | pdf : 136
KB
12. Legal Entity & Regulatory Information Update (For MD Direct Legal Entity Accounts Only)
SIT300-MD-LE | pdf : 1
MB
13. Legal Entity Information Update
SIT300-LE | pdf : 784
KB
1. Application for Personal Accounts
N/A | pdf : 745
KB
2. Scotia Self-Directed Registered Plan Application
N/A | pdf : 153
KB
Registered Account Beneficiary Addition or Change Form
SIT42 | pdf : 98
KB
4. Declaration of Trust - (RSP), (LRSP), (LIRA), (RLSP)
Scotia Self-Directed Retirement Savings Plan (RSP) Scotia Self-Directed Locked-in Retirement Savings Plan (LRSP) Scotia Self-Directed Locked-in Retirement Account (LIRA) Scotia Self-Directed Federal Restricted Locked-in Savings Plan (RLSP) Form | pdf : 106
KB
5. Declaration of Trust - (RIF), (LIF), (LRIF), (PRRIF), (PRRIF), (RLIF)
Scotia Self-Directed Retirement Income Fund (RIF) Scotia Self-Directed Life Income Fund (LIF) Scotia Self-Directed Locked-in Retirement Income Fund (LRIF) Scotia Self-Directed Manitoba Prescribed RRIF (PRRIF) Scotia Self-Directed Saskatchewan Prescribed RRIF (PRRIF) Scotia Self-Directed Federal Restricted Life Income Fund (RLIF) Form | pdf : 117
KB
6. Bank Of Nova Scotia Group RRSP Contribution Agreement Instructions
SiT62 | pdf : 94
KB
7. Scotia Self-Directed Group Registered Plan Application
Form | pdf : 177
KB
8. Contribution of Securities (in Kind and/or Cash)
SiT520 | pdf : 41
KB
9. Registration of Shares to Family Members Form
SiT509 | pdf : 24
KB
10. Federal LIF Unlocking Authorization
SiT117 | pdf : 29
KB
11. Beneficiary Indemnification
SiT40 | pdf : 35
KB
12. Registered Plans Special Holdings
SiT23 | pdf : 29
KB
13. Manitoba LIF and LIRA/LRSP Spouse/Common-Law Disclosure
CA136 | pdf : 40
KB
14. Withdrawal/De-Registration (partial and full)
SiT522 | pdf : 38
KB
16. Auditor's Initial Statement for Mortgage Investment Corporations Form (MIC)
SiT26 | pdf : 49
KB
17. Province of Alberta LIF Addendum (LIF)
CA113 | pdf : 119
KB
18. Province of Alberta LIRA Addendum
CA 112 | pdf : 121
KB
21. Scotia Self-Directed Life Income Fund (LIF) Addendum for Manitoba LIFs
CA 125 | pdf : 147
KB
22. Scotia Self-Directed Locked-in Retirement Account (LIRA) Addendum for Manitoba LIRAs
CA 126 | pdf : 139
KB
23. Scotia Self-Directed Manitoba Prescribed RRIF (PRRIF)
Form | pdf : 28
KB
29. Scotia Self-Directed Life Income Fund (LIF) for Nova Scotia LIFs
Form | pdf : 362
KB
32. Scotia Self-Directed Life Income Fund (LIF) Addendum for Ontario LIFs
Form | pdf : 120
KB
33. Scotia Self-Directed Life Income Fund (LIF) Addendum for Quebec LIFs
Form | pdf : 88
KB
36. Scotia Self-Directed Saskatchewan Prescribed RRIF (PRRIF)
Form | pdf : 33
KB
37. Scotia Self-Directed Federal Life Income Fund (LIF)
Form | pdf : 54
KB
39. Scotia Self-Directed Federal Restricted Life Income Fund (RLIF)
Form | pdf : 56
KB
1. Application for Personal Accounts
N/A | pdf : 745
KB
3. Declaration of Trust (RESP Individual Plan), (RESP Family Plan)
Scotia Self-Directed Individual Registered Education Savings Plan , Scotia Self-Directed Family Registered Education Savings Plan | pdf : 609
KB
4. Application for Canada Education Savings Grant/CanadaLearning Bond
CA38A | pdf : 270
KB
5. Scotia Self-Directed Family Education Savings Plan Application (RESP)
CA36 | pdf : 133
KB
6. Family Registered Education Saving Plan Schedule 'A' Form
SiT37 | pdf : 32
KB
7. RESP Withdrawal Request Form
SIT106 | pdf : 138
KB
8. RESP Pre-Authorized Contribution Agreement
SiT27 | pdf : 46
KB
9. Scotia Self-Directed Individual Education Savings Plan Application (RESP)
CA36A | pdf : 128
KB
1. Application for Personal Accounts
N/A | pdf : 745
KB
2. Scotia Tax-Free Savings Account Application
Form | pdf : 49
KB
3. Scotia Tax-Free Savings Account - Declaration of Trust
Form | pdf : 68
KB
4. TFSA Successor Holder Addition or Change Form
SIT124 | pdf : 97 KB | pdf : 95
KB
5. Scotia Group Tax-Free Savings Account Application
Form | pdf : 43 KB | pdf : 98
KB
1. Electronic Funds Transfer (EFT) Request Form
SiT506 | pdf : 178
KB
4. Registration of Shares to Family Members Form
SiT509 | pdf : 77
KB
6. Bank Of Nova Scotia Group RRSP Contribution Agreement Instructions
SiT62 | pdf : 94
KB
7. RESP Account Transfer From Another Financial Institution Request Form
SDE0100AE | pdf : 128
KB
8. Gifting of Securities between Scotia iTRADE Accounts
SiT508 | pdf : 75
KB
9. DPSP or RPP Account Transfer from another Financial Institution Request Form
T2151E | pdf : 187
KB
10. Ontario LIF 50% withdrawl request (accounts opened after December 31, 2010)
FSCO | pdf : 345
KB
11. Power of Attorney Form for Certificate Deposits
SiT507 | pdf : 77
KB
12. Province of Alberta LIRA Withdrawal/Transfer Letter of Authorization
CA 105 | pdf : 37
KB
13. Application to Transfer Pension Benefit Credit
SiT118 | pdf : 45
KB
14. Contribution of Securities (in Kind and/or Cash)
SiT520 | pdf : 41
KB
15. Corporate Resolution to Transfer Securities (Sole Ownership)
(For non-Canadian issued certificates only) SiT8A | pdf : 41
KB
16. Corporate Resolution to Transfer Securities
(For non-Canadian issued certificates only) SiT8 | pdf : 37
KB
17. Form 1 - Attestation Regarding LIRA/LRSP Withdrawal Based on Financial Hardship
SiT119 | pdf : 54
KB
19. Form 3 - Attestation of Total Amount Held in Federally Regulated Locked-in Plans
SiT119B | pdf : 34
KB
20. RSP/RIF Transfer Form - Marriage Breakdown
T2220 | pdf : 11
KB
1. Application Form for Margin and Short Upgrade
SiT502 | pdf : 112
KB
2. Application Form for Options Upgrade
SIT503 | pdf : 347
KB
3. Scotia iTRADE® Relationship Disclosure Document and Terms and Conditions
8981019 (02/23) | pdf : 643
KB
4. Personal and Regulatory Information
SIT300 | pdf : 885
KB
Registered Account Beneficiary Addition or Change Form
SIT42 | pdf : 98
KB
6. Care and Management of Your Account – Personal Accounts
N/A | pdf : 96
KB
7. Care and Management of Your Account – Corporate & Non-Personal Accounts
Form | pdf : 97
KB
8. Scotia iTRADE Statement of Policies
Form | pdf : 241
KB
9. Referral Arrangements Involving Scotia iTRADE
Form | pdf : 573
KB
10. Name Change Request
SiT518 | pdf : 667
KB
11. Personal & Regulatory Information Update (For MD Direct Clients Only)
SIT300-MD | pdf : 2
MB
12. Legal Entity & Regulatory Information Update (For MD Direct Legal Entity Accounts Only)
SIT300-MD-LE | pdf : 1
MB
13. Legal Entity Information Update
SIT300-LE | pdf : 784
KB
1. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W8-BEN | pdf : 370
KB
7. Tax Residency Certification by Non-Resident Taxpayer
SiT145 | pdf : 104
KB
8. Section 302 Certification of Treatment of Merger Payment
Form | pdf : 188
KB
1. Deed of Gift for Defunct Securities
SiT84 | pdf : 89
KB
2. Accredited Investor Certification
SiT87 | pdf : 42
KB
3. Affidavit of Domicile
SiT65 | pdf : 27
KB
4. Declaration of Transmission
SiT66 | pdf : 30
KB
5. Declaration of Transmission – For Residents of Quebec
SiT66-QC | pdf : 30
KB
6. Suitability Waiver Acknowledgement
Form | pdf : 44
KB
7. Executor Affidavit and Indemnity
SiT52A | pdf : 38
KB
8. Account Guarantee Request Form – Alberta Residents only
SiT5B | pdf : 33
KB
9. Account Guarantee Request Form
SiT5A | pdf : 51
KB
10. Guarantee for Multiple Parties
SiT5M | pdf : 89
KB
11. Identity Verification
SiT200 | pdf : 115
KB
12. Notice of Intent to Exercise Employee Stock Options
SiT526 | pdf : 35
KB
13. Shareholder Communication Codes
Form | pdf : 48
KB
14. Bank Draft Source of Funds Verification
SiT88A | pdf : 40
KB