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Personal accounts
| Description |
# |
| Brokerage account application |
17230 |
| Application for a self-directed retirement savings plan or retirement income fund |
19554 |
| Application for Tax-free savings account (TFSA) |
26473 |
Special accounts
| Description |
# |
| Brokerage account application - special accounts |
17442 |
| Treaty Statement |
16402 |
| Declaration of transmission by death |
10010 |
| Verification of identity |
19447 |
| Guarantee |
13621 |
| Certificate of foreign status of beneficial owner |
W8-BEN |
| Instruction W8-BEN |
W8-BEN |
| Certificate of Foreign Intermediary for United States Tax Withholding |
W8-IMY |
| Instruction W8-IMY |
W8-IMY |
| Withholding Statement |
Form |
| Identification Form |
27277 |
Registered Education Savings Plan (RESP)
For more information on RESPs, access the Education centre section of our web site.
| Description |
# |
| Application for a self-directed education savings plan - Single plan or Family plan |
19555 |
| Modifications or additions - Family RESP |
16465 |
RESP transfer between broker
In addition, fill out the form TP-1029.8.IQ-V if you want to transfer the Québec education savings incentive |
SDE0050 |
| Reference tool - RESP transfer between broker |
SDE0050-AM |
| RESP transfer between broker : Québec education savings incensive |
TP-1029.8.IQ-V |
| Basic and Additional Canada Education Savings Grant and Canada Learning Bond Application (The parent is the subscriber) |
SDE0073 |
| Reference tool - Basic and Additional Canada Education Savings Grant and Canada Learning Bond Application (The parent is the subscriber) |
SDE0073-AM |
| Basic and Additional Canada Education Savings Grant and Canada Learning Bond Application (The parent is not the subscriber) |
SDE0071 |
| Reference tool - Basic and Additional Canada Education Savings Grant and Canada Learning Bond Application (The parent is not the subscriber) |
SDE0071-AM |
Transfers
| Description |
# |
| Authorization to transfer account |
13699 |
| Reference tool - Authorization to transfer account |
13699-AM |
| Authorization for the transfer of registered investments (RSP, LIRA, locked-in RSP, Restricted
Locked-in RSP, RIF, locked-in RIF, Restricted LIF, LIF, TFSA) |
T-2033 |
Complete our simple to use online Authorization for the transfer of registered investments (T2033) form.
(Only transfers between same type of account(s) can be requested using our online T2033 form) |
On-line T-2033 |
| LIRA, locked-in RSP directly from Employer |
T-2151 |
Others
| Description |
# |
| Trading authorization or power of attorney |
13768 |
| Reference tool - Trading authorization or power of attorney |
N/A |
| Guarantee |
13621 |
| Request for identification number and certification -required for US citizens |
W-9 |
| Instruction W-9 |
W-9 |
| Accounts used by or for the benefit of a third party |
17333 |
| Designation and change of beneficiary |
12724 |
| Verification of identity |
19447 |
| Collection, use and disclosure of personal information/modifications |
17627 |
| Regulation respecting communication with beneficial owners of securities of a reporting issuer |
18046 |
| Declaration of transmission by death |
10010 |
| Electronic funds transfer |
27058 |
| Notion of spousal contributor to be removed from RRSP/RRIF |
18731 |
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