Forms library
Maintain or make changes to your existing account(s)
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
1. Application for Personal Accounts
N/A | pdf : 751 KB
2. Customer Agreement
N/A | pdf : 94 KB
4. Electronic Communications (e-Communications) Consent
SiT160 | pdf : 47 KB
2. Trading Authorization – Legal Entity
CA9 | pdf : 121 KB
3. Customer Agreement – Legal Entity Accounts
N/A | pdf : 93 KB
4. Electronic Communications (e-Communications) Consent
SiT160 | pdf : 47 KB
7. Formal (Written) Trust/Estate Account Supplementary Application
CA15W | pdf : 220 KB
9. Limitation on Benefits Treaty Statement
CALOB | pdf : 48 KB
10. Tax Residency Self Certification for Legal Entities
N/A | pdf : 67 KB
1. Application for Personal Accounts
N/A | pdf : 751 KB
2. Scotia Self-Directed Registered Plan Application
N/A | pdf : 153 KB
3. Registered Account Beneficiary Addition or Change Form
SIT42 | pdf : 99 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 : 45 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 : 45 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
Form | pdf : 60 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 : 751 KB
3. Application for Canada Education Savings Grant/CanadaLearning Bond
CA38A | pdf : 270 KB
4. Scotia Self-Directed Family Education Savings Plan Application (RESP)
CA36 | pdf : 133 KB
5. Family Registered Education Saving Plan Schedule 'A' Form
SiT37 | pdf : 32 KB
6. RESP Withdrawal Request Form
SIT106 | pdf : 126 KB
7. RESP Pre-Authorized Contribution Agreement
SiT27 | pdf : 46 KB
1. Application for Personal Accounts
N/A | pdf : 751 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 Account Successor Holder Addition or Change Form
SIT124 | pdf : 97 KB
1. Electronic Funds Transfer (EFT) Request Form
SiT506 | pdf : 74 KB
4. Registration of Shares to Family Members Form
SiT509 | pdf : 24 KB
5. Systematic Redemption Authorization
SiT16W | pdf : 57 KB
6. Bank of Nova Scotia Group RRSP Contribution Agreement Investment Instruction
SiT62 | pdf : 46 KB
7. RESP Account Transfer From Another Financial Institution Request Form
SDE0100AE | pdf : 1 MB
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 : 34 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 : 45 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 : 43 KB
2. Application Form for Options Upgrade
SiT503 | pdf : 45 KB
3. Scotia iTRADE® Relationship Disclosure Document and Terms and Conditions
N/A | pdf : 423 KB
4. Personal and Regulatory Information
Sit 300 | pdf : 877 KB
5. Registered Account Beneficiary Addition or Change Form
N/A | pdf : 76 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
1. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W8-BEN | pdf : 363 KB
6. Form W-9 (Rev. October 2018)
Request for Taxpayer Identification Number and Certification | pdf : 129 KB
7. Tax Residency Certification by Non-Resident Taxpayer
SiT145 | pdf : 43 KB
8. Section 302 Certification of Treatment of Merger Payment
Form | pdf : 188 KB
1. Deed of Gift for Defunct Securities
SiT84 | pdf : 48 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