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
Initiating transfers (for non-registered, registered, and TFSA accounts) from another financial institution can be made Online.
2. Customer Agreement
CA_PA | pdf : 343
KB
3. Customer Agreement – Legal Entity Accounts
Customer Agreement – Legal Entity Accounts | pdf : 363
KB
9. Limitation on Benefits and Treaty Statement
CALOB-CDN | pdf : 383
KB
10. Tax Residency Self Certification for Legal Entities
N/A | pdf : 310
KB
13. Legal Entity Information Update
SIT300-LE | pdf : 1
MB
5. Registered Account Beneficiary Addition or Change Form
SIT42 | pdf : 357
KB
6. Bank Of Nova Scotia Group RRSP Contribution Agreement Instructions
SiT62 | pdf : 322
KB
14. Contribution of Securities (in Kind and/or Cash)
SiT520 | pdf : 317
KB
9. Registration of Shares to Family Members Form
SiT509 | pdf : 298
KB
10. Federal LIF Unlocking Authorization
SiT117 | pdf : 74
KB
11. Beneficiary Indemnification
SiT40 | pdf : 294
KB
12. Registered Plans Special Holdings
SiT23 | pdf : 68
KB
13. Manitoba LIF and LIRA/LRSP Spouse/Common-Law Disclosure
CA136 | pdf : 324
KB
14. Withdrawal/De-Registration (partial and full)
SiT522 | pdf : 330
KB
16. Auditor's Initial Statement for Mortgage Investment Corporations Form (MIC)
SiT26 | pdf : 369
KB
17. Province of Alberta LIF Addendum (LIF)
CA 113 | pdf : 509
KB
18. Province of Alberta LIRA Addendum
CA 112 | pdf : 507
KB
21. Scotia Self-Directed Life Income Fund (LIF) Addendum for Manitoba LIFs
CA 125 | pdf : 429
KB
22. Scotia Self-Directed Locked-in Retirement Account (LIRA) Addendum for Manitoba LIRAs
CA 126 | pdf : 418
KB
23. Scotia Self-Directed Manitoba Prescribed RRIF (PRRIF)
Form | pdf : 275
KB
24. Scotia Self-Directed Life Income Fund (LIF) Addendum for New Brunswick LIFs
Form | pdf : 318
KB
29. Scotia Self-Directed Life Income Fund (LIF) for Nova Scotia LIFs
Form | pdf : 440
KB
32. Scotia Self-Directed Life Income Fund (LIF) Addendum for Ontario LIFs
Form | pdf : 450
KB
36. Scotia Self-Directed Saskatchewan Prescribed RRIF (PRRIF)
Form | pdf : 296
KB
37. Scotia Self-Directed Federal Life Income Fund (LIF)
Form | pdf : 382
KB
39. Scotia Self-Directed Federal Restricted Life Income Fund (RLIF)
Form | pdf : 371
KB
1. Application for Personal Accounts
N/A | pdf : 779
KB
4. Application for Canada Education Savings Grant/CanadaLearning Bond
CA38A | pdf : 182
KB
6. Family Registered Education Saving Plan Schedule 'A' Form
SiT37 | pdf : 399
KB
7. RESP Withdrawal Request Form
SIT106 | pdf : 451
KB
8. RESP Pre-Authorized Contribution Agreement
SiT27 | pdf : 390
KB
1. Electronic Funds Transfer (EFT) Request Form
SiT506 | pdf : 389
KB
9. Registration of Shares to Family Members Form
SiT509 | pdf : 298
KB
6. Bank Of Nova Scotia Group RRSP Contribution Agreement Instructions
SiT62 | pdf : 291
KB
7. RESP Account Transfer From Another Financial Institution Request Form
SDE0100AE | pdf : 129
KB
8. Gifting of Securities between Scotia iTRADE Accounts
SiT508 | pdf : 293
KB
9. DPSP or RPP Account Transfer from another Financial Institution Request Form
T2151E | pdf : 187
KB
10. Ontario LIF 50% withdrawal request (accounts opened after December 31, 2010)
CA114B | pdf : 345
KB
11. Power of Attorney Form for Certificate Deposits
SiT507 | pdf : 301
KB
12. Province of Alberta LIRA Withdrawal/Transfer Letter of Authorization
CA 105 | pdf : 364
KB
13. Application to Transfer Pension Benefit Credit
SiT118 | pdf : 361
KB
14. Contribution of Securities (in Kind and/or Cash)
SIT520 | pdf : 317
KB
15. Corporate Resolution to Transfer Securities (Sole Ownership)
(For non-Canadian issued certificates only) SiT8A | pdf : 324
KB
16. Corporate Resolution to Transfer Securities
(For non-Canadian issued certificates only) SiT8 | pdf : 313
KB
17. Form 1 - Attestation Regarding LIRA/LRSP Withdrawal Based on Financial Hardship
SiT119 | pdf : 355
KB
20. RSP/RIF Transfer Form - Marriage Breakdown
T2220 | pdf : 11
KB
21. TFSA Transfer Form - Marriage Breakdown
SiT122 | pdf : 418
KB
22. RRSP Transfer From Another Financial Institution to your Scotia iTRADE FHSA
RC_720 | pdf : 218
KB
2. Application Form for Options Upgrade
SIT503 | pdf : 359
KB
4. Personal and Regulatory Information
SIT300 | pdf : 2
MB
5. Registered Account Beneficiary Addition or Change Form
SIT42 | pdf : 357
KB
6. Care and Management of Your Account – Personal Accounts
N/A | pdf : 344
KB
7. Care and Management of Your Account – Corporate & Non-Personal Accounts
Form | pdf : 342
KB
10. Name Change Request
SiT518 | pdf : 2
MB
13. Legal Entity Information Update
SIT300-LE | pdf : 1
MB
1. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W8-BEN | pdf : 370
KB
6. Request for Taxpayer Identification Number and Certification (for U.S. Person only)
Form W-9 (Rev. March 2024) | pdf : 780
KB
7. Tax Residency Certification by Non-Resident Taxpayer
SiT145 | pdf : 345
KB
8. Section 302 Certification of Treatment of Merger Payment
Form | pdf : 188
KB
1. Deed of Gift for Defunct Securities
SiT84 | pdf : 307
KB
2. Accredited Investor Certification
SiT87 | pdf : 100
KB
3. Affidavit of Domicile
N/A | pdf : 312
KB
4. Declaration of Transmission
SiT66 | pdf : 314
KB
5. Declaration of Transmission – For Residents of Quebec
SiT66-QC | pdf : 369
KB
6. Suitability Waiver Acknowledgement
N/A | pdf : 334
KB
7. Executor Affidavit and Indemnity
SiT52A | pdf : 343
KB
10. Guarantee for Multiple Parties
SiT5M | pdf : 401
KB
11. Identity Verification
SiT200 | pdf : 342
KB
12. Notice of Intent to Exercise Employee Stock Options
SiT526 | pdf : 333
KB
13. Shareholder Communication Codes
N/A | pdf : 306
KB
14. Bank Draft Source of Funds Verification
SiT88A | pdf : 293
KB