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:
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:
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 3, 2014 for tax year 2013) of the current year, regardless of postmark. Click here for information on how to contribute online...
Change Your Investment Directions Print off this CA152 Form (ca152.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:

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 CA151 Form (ca151.pdf 16k) form if you want to contribute monthly to your Association Group RRSP account. (Note: not for employer payroll Group RRSP accounts.)
ScotiaMcLeod TFSA forms To open a ScotiaMcLeod Tax-fress Savings Account, use the following forms (find out more on our TFSA page):
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:
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 ca151.)
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.
Electronic Communications Print & complete this form to allow us to communicate with you about your investments via email.
Here are links to some of the most commonly requested CRA forms:

Relationship Disclosure Document and Terms and Conditions Review the Term and Conditions for more information about your account.
  • You can MAIL the forms to:
    Brenda Cordeiro
    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.

Click here if you don't have Adobe Acrobat Reader or can't download the above forms.

More on Account Administration

Open an Account
Manage Your Account
Statement Guide
View demo or register for ScotiaOnline


Contact Us

T.  416.863.RRSP (7777)
F.  416.863.7479

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