Forms
Individual Registration
- New Account Application Form Individual (English) (PDF 807.9K)
- New Account Application Form Individual (French) (PDF 626K)
- Disclosures & Customer Agreements Booklet (PDF 2.5M)
- PEP Form (PDF 920.3K) (If Applicable)
- W8 Form (PDF 61.1K)
- W9 Form (PDF 109.6K) (U.S. Citizens Only)
- Waiver of Confidentiality Form (PDF 652K) (U.S. Citizens Only)
- Trading Authority Form (PDF 826.8K)
- Declaration of Tax Residence for Individuals (PDF 46.5K)
Corporate Registration
- New Account Application Form Corporate (English) (PDF 441K)
- New Account Application Form Corporate (French) (PDF 574K)
- Corporate Resolution Document (PDF 1M)
- Disclosures & Customer Agreements Booklet (PDF 2.5M)
- PEP Corporate Form (PDF 686.3K) (If Applicable)
- W8-Ben-E Form (PDF 292.3K)
- W9 Form (PDF 109.6K) (U.S. Citizens Only)
- Waiver of Confidentiality Form (PDF 652K) (U.S. Citizens Only)
- Guarantee of Account (PDF 1.2M)
- Declaration of Tax Residence for Entities (PDF 47.3K)
- New Account Application Form Individual (PDF 807.9K)
- Disclosures & Customer Agreements Booklet (PDF 2.5M)
- PEP Form (PDF 920.3K) (If Applicable)
- TFSA Application Form (English) (PDF 277.7K)
- TFSA Application Form (French) (PDF 349.7K)
- W8 Form (PDF 61.1K)
- W9 Form (PDF 109.6K) (U.S. Citizens Only)
- Waiver of Confidentiality Form (PDF 652K) (U.S. Citizens Only)
- Registered Plan Beneficiary Designation Form (PDF 283.2K)
- Registered Plan Beneficiary & Contingency Beneficiary Designation Form (PDF 222.3K)
- Declaration of Tax Residence for Individuals (PDF 46.5K)
- New Account Application Form Individual (PDF 807.9K)
- Disclosures & Customer Agreements Booklet (PDF 2.5M)
- PEP Form (PDF 920.3K) (If Applicable)
- RRSP Application Form (English) (PDF 268K)
- RRSP Application Form (French) (PDF 288.7K)
- RRIF Application Form (English) (PDF 303.5K)
- RRIF Application Form (French) (PDF 400.4K)
- W8 Form (PDF 61.1K)
- W9 Form (PDF 109.6K) (U.S. Citizens Only)
- Waiver of Confidentiality Form (PDF 652K) (U.S. Citizens Only)
- Registered Plan Beneficiary Designation Form (PDF 283.2K)
- Registered Plan Beneficiary & Contingency Beneficiary Designation Form (PDF 222.3K)
- Addendum for Locked-In Registered Plans
- Declaration of Tax Residence for Individuals (PDF 46.5K)
- New Account Application Form Individual (PDF 807.9K)
- Single Plan Form (English) (PDF 555.1K)
- Single Plan Form (French) (PDF 1.2M)
- Family Plan Form (English) (PDF 561.5K)
- Family Plan Form (French) (PDF 1.1M)
- APPLICATION: Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB) (PDF 841.6K)
- ANNEX A – Additional Beneficiaries (PDF 773.7K)
- ANNEX B – Primary Caregiver and/or Custodial Parent/Legal Guardian (PDF 957.6K)
- ANNEX D – APPLICATION: British Columbia Training and Education Savings Grant [BCTESG] (PDF 848.7K)
- Designation of Additional Beneficiaries (PDF 241.6K)
- RESP Withdrawal Form (PDF 759.2K)
- Declaration of Tax Residence for Individuals (PDF 46.5K)
- Non-Registered Account Transfer Form (PDF 805.5K)
- Registered Transfer Form (PDF 1.2M)
- RESP Transfer Form (PDF 1.2M)
- Power of Attorney (PDF 10.2K)
- Letter of Direction (PDF 605.9K)
- Letter of Direction to Remove Securities (PDF 717.7K)
- Tender Form (PDF 637K)
TFSA Registration
RRSP Registration
RESP Registration
Individual/Corporate Transfer Form
Additional Forms