For your convenience, we have made available some of
our most frequently used forms for you to download:
| Form
|
Notes
|
| Change
your address |
For
your protection, we require your signature to change your
address. Read this letter
(.pdf 33K) and fill out this Information Change
Form (.pdf 30k) to change your address and 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. CCRA will not allow us to
accept an RRSP contribution for the previous tax year that is received
after March 1 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 Form
|
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 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.)
|
| 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 ca53.)
|
|
Transfer Your RRSP or
RRIF
|
Print off this ca63 Form
(ca63.pdf 425k) 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 |
 |
|
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.
