Forms

Sign in to your account to submit a form

Sign in

All the forms you need in one place

Access all the documents you need to efficiently manage your brokerage account: open an account, transfer funds, designate a beneficiary, revoke a power of attorney and more.

Alert

Completed forms must be signed by hand and sent via the secure Message Centre. Please note that forms signed electronically using Adobe software are not accepted.

Personal accounts

Name Form

Brokerage Account Application

  • Self-Directed Retirement Savings Plan (RRSP)
  • First Home Savings Account (FHSA)
  • Tax-Free Savings Account (TFSA)
  • Cash account
  • Margin account
  • Margin/Short-selling account
  • Registered accounts (RRIF, LIRA, etc.) 
  • Registered Education Savings Plan (RESP)
  • Joint accounts
Open an account

Designation and Change of Beneficiary (Canada except Quebec)

RRSP, RRIF, TFSA

  • Use one form per type of account
  • You should have received the 7-digit account number and enter it on the form
12724
Family RESP 
16465
Application – Self-Directed Disability Savings Plan

Call us at
1 (800) 363-3511

Designation of a Registered Disability Savings Plan as a Specified Disability Savings Plan (SDSP)
29697
Schedule to CRS-FATCA Self-Certification
31038
Cancellation of Account Transfer
28068

Legal entity accounts and special accounts

Name Form
Brokerage Account Application Form - Special Accounts 17442
Declaration of Transmission by Death 10010
Verification of Identity 19447
Guarantee 13621
CRS-FATCA Self-Certification for Entities 29666
Declaration of Eligibility – Individual, Corporation or Trust (NR301) 28855
Limitation on Benefits Treaty Statement 0408
Identification Form
27277
Delegation of Powers 
28345
Withholding Statement
19291

Transfers and donations

Name Form
Transfer Authorization for Non-Registered Account
(Cash or Margin Account)
30052
Transfer Authorization for Registered Account (RRSP, RRIF, TFSA, LIRA, LRSP, RLSP, LIF, LRIF, RLIF, FHSA) T2033
Direct Transfer of a Single Amount (DPSP or RPP)
T2151
Transfer of Securities to a Third Party
26445
Model Letter for Money Transfer or Donation of Non-Publicly Traded Securities
27632
Security Donation at National Bank Direct Brokerage
25035
Cancellation of Account Transfert 28068

Canadian government forms

  Name Form
RESP Family RESP - Beneficiary Designation Form
16465
  RESP Transfer Form
SDE0100
  Quebec Education Savings Incentive – Transfer Between Registered Education Savings Plans (RESP)
TP-1029.8.IQ
  Rollover from a Registered Education Savings Plan to a Registered Disability Savings Plan
RC435
  Application: Basic and Additional Canada Education Savings Grant (CESG) and Canada Learning Bond (CLB)
SDE 0093
  Annex A – Additional Beneficiaries
SDE 0093-A
  Annex B – Primary Caregiver and/or Custodial Parent/Legal Guardian
SDE 0093-B
  Annex D – British Columbia Training and Education Savings Grant (BCTESG)
SDE 0093-D
RDSP Annex A – Joint Holder
EMP5609
  Annex B – Primary Caregiver
EMP5610
  Registered Disability Savings Plan (2 forms required): Transfer and Holder Consent
EMP5611 and EMP5612
HBP Home Buyers' Plan (HBP) - Request to Withdraw Funds from an RRSP
T1036
FHSA Request to Make a Qualifying Withdrawal from your FHSA
RC725
  FHSA Application Form
32162

U.S. government forms (IRS)

Name Form
Certificate of Status of Beneficial Owner for United States Tax Withholding and Reporting (Entities)
W-8 BEN E
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
W-8 BEN
Certificate of Foreign Intermediary
W8-IMY
Witholding Statement
19291
Request for Taxpayer Identification Number and Certification (IRS)
W-9
Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding and Reporting W8-EXP

Other forms

Name Form
Options Trading Request
30293
Power of Attorney
13768 and 19447
Authorization to communicate with a trusted contact person
31961
Information on the Agent
28873
Request to Revoke Agent
28066
Delegation of Powers
28345
Accounts Used By or For the Benefit of a Third Party
17333
Book Value Adjustment
27740
Spouse's Consent to Transfer Locked-in Pension Funds to a Life Income Fund (Newfoundland and Labrador)
31264
Additional Terms and Conditions for U.S. Dollar Registered Accounts
29170

Agreements governing NBDB accounts

Ready to trade?

Open an account online or call one of our agents for assistance.

Open an account

Icône téléphone
Icône Localisateur