Advisor forms - flattened versions

Download the flattened version of the forms (non-fillable) to send, or to print out and complete manually. 

Access all applications, forms and point of sale materials

Form name & number Type
International tax classification for an entity (4545-E) New contract supplemental forms
Identity verification, third party determination and politically exposed persons (PEP) (4830-E) New contract supplemental forms
International tax self-certification for individuals (4573-E) New contract supplemental forms
Identity verification and third party determination for entity owners (4831-E) New contract supplemental forms
Beneficiary claim statement (4596-E) Non-financial forms
Declaration of spousal status (4599-E) Non-financial forms
Irrevocable beneficiary appointment (Nova Scotia only) (4619-E) Non-financial forms