Downloadable Forms

For your convenience, we have made available some of our most frequently used forms for you to download:

Form	Notes
Register for online account access	Complete the following steps to access your ScotiaMcLeod accounts through ScotiaOnline: Complete online access form Have your spouse complete power of attorney forms if you need access to your spouse's accounts, too: Power of attorney form Representations of Person Acting as Power of Attorney/Trading Authority
Change your address	For your protection, we require your signature to change your address. Follow these steps to advise us of your change of address and to update us on any changes to your investment objectives, as well: Read this letter Fill out and send us the Information Change Form
Contribute to your RRSP	Use this handy investment order sheet (.pdf 64k) to make a contribution to your existing RRSP account.  Note: If making a contribution in January or February for the previous tax year, please courier or allow time for mailing. CRA will not allow us to accept an RRSP contribution for the previous tax year that is received after the deadline (March 1, 2011 for tax year 2010) of the current year, regardless of postmark.
Change Your Investment Directions	Print off this CA62 Form (ca62.pdf 21k) form to change the fund(s) in which your regular payroll or monthly PAC contributions are being invested. You can also use the form to direct your payroll to a spousal RRSP. Please allow 2 weeks for our systems to be updated upon receipt of your new instructions.   To change the amount that you contribute, in employer payroll Group plans, please contact your payroll department, as only they can modify the amounts coming off your paycheque.   Please note that we only need written instructions to change your ongoing investment instructions. One time changes to your investments, i.e. fund switches, bond purchases etc. can be done verbally.
RRSP Withdrawal	The attached letter and form will help you if you are considering an RRSP Withdrawal (.pdf 41k).
Power of Attorney (Limited or Full)	Granting someone "Power of Attorney" (POA) over your account allows him or her to make investment decisions on your behalf. While a POA is usually a spouse or close relative, that is not always the case. Whether to allow your spouse to manage your investments on your behalf or merely to designate a trusted individual to act on your behalf in case you were incapacitated or unavailable, having a designated POA is generally a good idea. (Note: In the case of Spousal RRSPs, the spousal contributor is not the account holder. For the spousal contributor to direct how his or her contributions are invested, he or she must have POA for the account.) Follow these steps to set up a power of attorney on your account: Fill out the Limited Power of Attorney form (if you want someone else to be authorized to make investment decisions for your account); OR Fill out the Full Power of Attorney form (if you want someone else to be authorized to make investment decisions and withdraw money from your account; Fill out the "Representations of Person Acting as Power of Attorney/Trading Authority" form; Please include some form of identity verification such as a photocopy of the front and back of your driver's license or your passport; Send us the forms and ID verification (contact info).
Change your Beneficiary	Print off this CA42 Form (ca42.pdf 286k) form if you want to change the beneficiary on your RRSP account. Note, we recommend you list your spouse (if applicable), as that is the only person your RRSP can transfer to tax-free.
Contribute Monthly PAC	Print off this CA53 Form (ca53.pdf 16k) form if you want to contribute monthly to your Association Group RRSP account. (Note: not for employer payroll Group RRSP accounts - one ca53 can replace several ca16 forms.)
ScotiaMcLeod TFSA forms	To open a ScotiaMcLeod Tax-fress Savings Account, use the following forms (find out more on our TFSA page): ScotiaMcLeod account application TFSA application
Pre-authorized contribution form (TFSA)	Use this form to set up a monthly contribution from you bank account to your ScotiaMcLeod Tax Free Savings Account.
Pre-Authorized Trading Agreement	Use this form CA54 Form (ca54.pdf 19k) to make contributions to your non-Registered investment account from payroll.  (Contact us to see if this is available from your employer.)
Monthly PAC or SWP run by fund company	To set up automated contribution or withdrawal plans with a fund company for nominee accounts at ScotiaMcLeod, use these forms: Pre-Authorized Contributions (CA16p form) Systematic Withdrawal Plan (CA16s form) Technically, using this form, the fund company performs the transaction, which is then posted to your ScotiaMcLeod account. (Not for employer payroll group plans and essentially replaces ca53.)
Transfer Your RRSP or RRIF	Print off this ca63 Form form to transfer other RRSPs (or RRIFs) to your SMI account. The form is pre completed, and can be filled out online, then printed, or faxed to us. Or use the original Canada Revenue Agency T2033.
RESP Forms	Link to this page for all the forms and information required to set up a ScotiaMcLeod self-directed RESP.
DPSP Forms	Link to this page for all the forms and information required to set up a ScotiaMcLeod self-directed DPSP (if you are part of an employer sponsored plan).
Trust Account	>Use this form to open an "In Trust" account.
Open A New Account	Link to this page to open a new ScotiaMcLeod account.
	Here are links to some of the most commonly requested CRA forms: Application for Refund of Excess Contributions T3012 DPSP or RPP transfer T2151 Home Buyer's Withdrawal: form T1036 and information guide Lifelong Learning Withdrawal - RC96 form and information guide Reduce Source Tax Withheld T1213 on your non-payroll RSP contributions Retiring Allowance Transfer TD2 form Joint Election to Split Pension Income T1032 form

• You can MAIL the forms to:
  Brenda Cordeiro
  ScotiaMcLeod
  P.O. Box 402, Scotia Plaza
  40 King Street West
  Toronto, ON M5H 3Y2
• or FAX to Brenda at (416) 863-7479
• or EMAIL free form instructions to us. (Please include your name, group plan if applicable, account number and new instructions).

For more information, or to request forms not listed here, please contact your ScotiaMcLeod investment team by email or by calling 416-863-7777 or 1-800-387-9273.

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