Forms

Account Administration

RIF, RESP, Locked-In, Estate and Corporate accounts.
If you’re an existing client and would like to open one of these accounts, visit the Open an Account Offline page.

Changes to an existing account.
Need to make a change? Browse through the account management forms below.

Can’t find what you’re looking for? Contact us.

Deposit or withdraw a share certificate.

You can deposit securities, such as share certificates, into your account by including a completed Irrevocable Power of Attorney form along with your certificate.

Miscellaneous account forms.

IRS forms.

  • W-8BEN

    Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)

  • W-8BEN Instructions

    Instructions for Individuals document

  • W-8BEN-E

    Certificate of Foreign Status of Beneficial Owner for United States tax Withholding and Reporting (Entities)

  • W-8BEN-E Instructions

    Instructions for Entities document

  • W-8EXP

    Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding

  • W-8EXP Instructions
  • W-8IMY

    Certificate of Foreign Intermediary, Foreign Partnership, or Certain U.S. Branches for United States Tax Withholding

  • W-8IMY Instructions
  • W-9

    Request for Taxpayer Identification Number and Certification

  • Withholding Tax Treaty Statement

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