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 : 779
KB
4. Application for Canada Education Savings Grant/CanadaLearning Bond
CA38A | pdf : 182
KB
5. Scotia Self-Directed Family Education Savings Plan Application (RESP)
CA36 | pdf : 436
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 and Identity Verification (SiT200) Form
- Beneficiaries must have SIN
Additional forms which may be needed
Transfer and Funding
1. RESP Account Transfer From Another Financial Institution Request Form
HRSDC SDE 0100 | pdf : 129
KB
Other
6. Request for Taxpayer Identification Number and Certification (for U.S. Person only)
Form W-9 (Rev. March 2024) | pdf : 780
KB