Jordan Wealth Management Group - ScotiaMcLeod Truro

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Common Forms

Click on the links below to access some of the common forms you might need. Please feel free to contact us if you need assistance in completing a form.

Form Resource

Account Debit Agreement (CA41) – If you have a Scotiabank account and a Non-Registered ScotiaMcLeod account, this form can be used to authorize us to transfer funds from your bank account to your ScotiaMcLeod account on your request. As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque, to the address at the bottom of the page.
Account Open Form – To open an account with us, print and complete this form. As faxed copies cannot be accepted, please complete and mail this form directly to the address at the bottom of the page. Securities regulations require that we obtain both a photocopy (both sides) of your Driver’s License (or a copy of your Health Card, Passport, or Citizenship Card) and either a Client Identity Verification form (instructions below) or a cheque for $1 payable to ScotiaMcLeod Inc. Please include these with your application package, as we cannot process your account without it.
Client Identity Verification form (CA200) – Take this form to any Scotiabank branch to have them verify your identity. This form along with a photocopy (both sides) of your Driver’s License, Health Card, Passport, or Citizenship Card will satisfy the requirements of Identity Verification
Online Access Request Form – Submit this form to get set up for online access.
Pre-Authorized Contribution / Systematic Withdrawal Plan Change Form - Mutual Funds (CA16D) – Change the current instructions on your Pre-Authorized Contributions / Systematic Withdrawal Plan. As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque, to the address at the bottom of the page.
Pre-Authorized Contribution Form - Group RSP (CA53) / Investment Instructions for Group RSP (CA62) – Start or change your Pre-Authorized Contributions to your Group RSP with these forms. As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque, to the address at the bottom of the page.
Pre-Authorized Contribution Form - Mutual Funds (CA16P) – Start Pre-Authorized Contributions to your RSP, Spousal RSP, or Non-Registered Account where a specified amount will be deposited from your bank account to your ScotiaMcLeod account and mutual funds will be automatically purchased. As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque (if you are changing the bank account), to the address at the bottom of the page.
Pre-Authorized Contribution Form - RSP - Cash (CA55) – Start Pre-Authorized Contributions to your RSP from your bank account to be deposited as cash. As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque, to the address at the bottom of the page.
Pre-Authorized Contribution Form - Tax-Free Savings Account (CA121) – Start Pre-Authorized Contributions to your Tax-Free Savings Account from your bank account to be deposited as cash or for the automatic purchase of a mutual fund(s). As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque, to the address at the bottom of the page.
RESP Pre-Authorized Contribution Form (CA27) – Start Pre-Authorized Contributions to your Registered Educational Savings Plan Account from your bank account to be deposited as cash. As faxed copies cannot be accepted, please complete and mail this form in, along with a void cheque, to the address at the bottom of the page.
RESP Withdrawal Form (CA106) – Request a withdrawal from your Registered Educational Savings Plan Account. Please take note that proof of enrollment is required for the Educational Assistance Payment and Capital Withdrawal options. As faxed copies cannot be accepted, please complete and mail this form to the address at the bottom of the page.
Transfer Authorization Form - Non-Registered Accounts (CA56) – Consolidate your Non- Registered investments and transfer your investments to ScotiaMcLeod. Please include a copy of your most recent statement from the relinquishing institution. As faxed copies cannot be accepted, please complete and mail this form to the address at the bottom of the page.
Transfer Authorization Form - Registered Accounts (CA63) – Consolidate your Registered investments and transfer your investments to ScotiaMcLeod. Please include a copy of your most recent statement from the relinquishing institution. As faxed copies cannot be accepted, please complete and mail this form to the address at the bottom of the page.