Fillable SiT506 Electronic Funds Transfer (EFT) Request Form

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SiT506 Electronic Funds Transfer (EFT) Request Form

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The SiT506 Electronic Funds Transfer (EFT) Request Form form is 2 pages long and contains:

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  • 16 check-boxes
  • 27 other fields

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Complete this form to set up electronic funds transfers between your Scotia iTRADE
®
account(s) and your bank account.
8214212 (08/14)
Scotia iTRADE
®
(Order-Execution Only Accounts) is a division of Scotia Capital Inc. (“SCI”). SCI is a member of the Investment Industry Regulatory
Organization of Canada and the Canadian Investor Protection Fund. Scotia iTRADE does not provide investment advice or recommendations and
investors are responsible for their own investment decisions.
®
Registered trademark of The Bank of Nova Scotia. Used under license.
Electronic Funds Transfer (EFT) Request Form
In this form, I, me and my refer to each
Scotia iTRADE Account
Holder who signs below.
Please attach a personalized void
cheque or a letter from your bank.
We will not transfer funds
electronically to or from third parties.
For joint-account holders, both
account holders must sign
this form.
For corporate accounts, proof of
signing authority must
be provided.
Each systematic transfer must be
for at least $100.
1. Scotia iTRADE account holder information
ACCOUNT HOLDER NAME SCOTIA ITRADE ACCOUNT #(S)
CO-ACCOUNT HOLDER NAME
ADDRESS (CANNOT BE P.O. BOX) CITY PROVINCE POSTAL CODE
2. Banking information
Type of Account:
n
Savings
n
Chequing
n
Joint account
BANK ACCOUNT HOLDER NAME BANK ACCOUNT HOLDER (S) NAME IF JOINT
FINANCIAL INSTITUTION NAME
INSTITUTION CODE TRANSIT NUMBER ACCOUNT NUMBER
Currency:
n
Canadian Dollar
n
U.S. Dollar
3. What kind of transfers would you like to make?
Check all that apply.
n
Occasional one-time transfers
I want to transfer money between my bank account and my Scotia iTRADE account(s).
Not available for RRIF accounts.
Systematic Transfers
n
Pre-authorized contribution (PAC)
Note: For RESP accounts, please use the form
Pre-authorized Contribution Agreement for Scotia Self-Directed Education Savings Plans (CA27).
If the account is an RRSP account:
n
Regular Contribution
n
Spousal Contribution
$
$
Amount Frequency* Effective Date
Page 1 of 2
Please check one:
n
New
n
Change to existing instructions
n
Cancel existing instructions
We require at least 15 [business] days to set up, change or cancel an existing plan.
I want to automatically transfer a fixed dollar amount from my bank account to my Scotia
iTRADE account(s) at regular intervals as indicated below. Not available for
RRIF accounts.
*Frequency:
1) Weekly, every Wednesday 2) each month, on the 1st
3) each month, at month end 4) twice a month on the 15th and month end
5) quarterly on the 1st 6) quarterly, at month end
Note: If the 15th or month end falls on a weekend, transaction will occur on the next business day
SiT506
8214212 (08/14)
n Electronic payment service (EPS)
Please check one:
n
New
n
Change to existing instructions
n
Cancel existing instructions
We require at least 15 [business] days to set up, change or cancel an existing plan.
I want to automatically transfer a fixed dollar amount from my Scotia iTRADE account to my
bank account at regular intervals as indicated below. (Not for use for Registered Accounts)
$
$
Amount Frequency* Effective Date
Page 2 of 2
4. Please sign here
I authorize Scotia iTRADE to withdraw money from my Scotia iTRADE account(s) and to
deposit money into my bank account indicated in Section 2 according to my instructions in
Section 3. I also authorize Scotia iTRADE to withdraw money from my bank account in
Section 2 and to deposit money into my Scotia iTRADE account(s) according to my
instructions in Section 3. I acknowledge that all electronic funds transfers are governed by,
and confirm that I have read, understand and agree to, the Terms and Conditions of
the Electronic Funds Transfer Authorization (all of which are incorporated herein by
reference) included in the Customer Agreements & Disclosure Documents brochure, as such
brochure may be amended from time to time, a copy of which has been provided to me by
Scotia iTRADE and which can be found online at www.scotiaitrade.com.
Please print this form, and mail to: Scotia iTRADE
P.O. Box 4002 Station A
Toronto, ON M5W 0G4
BANK ACCOUNT HOLDER SIGNATURE DATE
CO-ACCOUNT HOLDER SIGNATURE DATE
EASY TRANSFER AUTHORIZATION
™
*Frequency:
1) Weekly, every Wednesday 2) each month, on the 15th
3) each month, at month end 4) twice a month, on the 1st AND the 15th
5) quarterly, on the 15th 6) quarterly, at month end
Note: If the 15th or month end falls on a weekend, transaction will occur on the next business day.
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SiT506 Electronic Funds Transfer (EFT) Request Form

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Completed 10 May 2021

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