Get Scotiabank Itrade Forms Library

Navigating the Scotiabank Itrade Forms Library online can seem complex, but this guide simplifies the process. Follow these step-by-step instructions to accurately complete the Deed of Gift for Defunct Securities, ensuring that you provide all necessary information.

Follow the steps to complete your form accurately.

1. Press the ‘Get Form’ button to retrieve the form and open it for editing.
2. Fill in the date on which you are completing the deed in the first blank space provided. This ensures the document reflects the current date of the transaction.
3. In the 'Between' section, enter the name of the donor or donors. If the securities are jointly owned, make sure to include all relevant names.
4. Specify the city and province where the donor resides in the designated fields to provide complete location details.
5. In the section regarding the securities, fill in the details about each security being gifted. Include the quantity, security description (name of issuer, class and series), and any ADP code or CUSIP number associated with the securities.
6. List the Scotia Capital Inc account numbers where the securities are currently held, along with the corresponding names linked to those accounts.
7. Acknowledge the statements provided in the document regarding the nature of the securities and their current status. Ensure you understand the implications before proceeding.
8. Confirm the irrevocable gift by signing the document in the designated areas as 'Donor' or 'Donors.' If there are multiple donors, each should sign where indicated.
9. Include the signatures of witnesses to validate the deed. Ensure that witnesses are present at the time of signing.
10. Complete the final execution date and forward the completed document to the designated address for Scotia Capital Inc.

Take the next step by completing your forms online today.