Farwell Wealth Management - ScotiaMcLeod Toronto

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Open an Account Make changes to my account Add Online Access Add Power of Attorney to my account Transfer funds into my ScotiaMcLeod Investment Account Make a Withdrawal Other Forms
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Group Retirement Savings Plan (RRSP)	Group Non-Registered Plan
Know Your Client (KYC): New Account Opening Form Terms & Conditions Application Form Instructions Group Self-Directed Registered Plan Application Group Declaration of Trust & Addendum CA62: Investment Instructions for Group Registered Accounts	Know Your Client (KYC): New Account Opening Form Terms and Conditions CA54: Investment Instructions for Group Non-Registered Accounts CA200: Clear Copy of Valid Photo ID
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Group Tax-Free Savings Account (TFSA)	Group Deferred Profit Sharing Plan (DPSP)
Know Your Client (KYC): New Account Opening Form Terms & Conditions CA200: Clear Copy of Valid Photo ID Group Tax-Free Savings Application CA62A: Pre-Authorized Contribution and Investment Agreement For Tax-Free Savings Account CA124: Add/Change Designated Beneficiary for Tax-Free Savings Account	Know Your Client (KYC): New Account Opening Form Terms & Conditions DPSP Application
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Registered Education Savings Plan (RESP)
Know Your Client (KYC): New Account Opening Form CA36: Self-Directed Family Education Savings Plan CA36A: Self-Directed Individual Education Savings Plan CA37: Schedule "A" CA38: Application for Canada Education Savings Grant CA27: Pre-Authorized Contribution
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Make Changes to My Account
MKYC: Change Your Address CA42: Add/Change Designated Beneficiary for RRSP accounts only CA16D: Modification Form for Pre-Authorized Contribution (PAC)/ Systemic Withdrawal Plan (SWP)
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Add Online Access
Online Access Application Form
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Add Power of Attorney
CA3: Full Power of Attorney CA2: Limited Buying & Selling Securities Representation of Person Acting as POA (Accompanies CA2 or CA3) CA200: Clear Copy of Valid Picture ID
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Transfer Funds
CA63: RRSP T2151: DPSP or Registered Pension Plan (RPP) CA56: Non-Registered HRSDC: RESP TD2: Retiring Allowance Transfer
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Make A Withdrawal
T1036: Home Buyers Withdrawal RC96: Life Long Learning RRSP Withdrawal
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Other Forms
CA16P: Pre-Authorized Contributions CA16S: Systemic Withdrawal Plan (SWP) T3012A: Refund Your Unused RRSP Contributions T1213: Reduce Source Tax Withheld T1032: Joint Election to Split Pension Income