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 : 774 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 : 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
1. Application for Personal Accounts
N/A | pdf : 774 KB
2. Scotia Self-Directed Registered Plan Application
N/A | pdf : 153 KB
5. 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 : 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
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 : 774 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 : 774 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 : 74 KB
4. Registration of Shares to Family Members Form
SiT509 | pdf : 77 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 : 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 : 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 : 486 KB
4. Personal and Regulatory Information
SIT300 | pdf : 885 KB
5. 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
1. Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding
W8-BEN | pdf : 370 KB
1. Request for Taxpayer Identification Number and Certification. 1 form per person W9
(for U.S. Person only) | pdf : 129 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 : 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