Get Canada Scotia Itrade Sit52a 2023-2025

The Canada Scotia ITRADE SiT52A form is essential for executors handling a deceased person's accounts with Scotia ITRADE. This guide provides clear, step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to fill out the SiT52A form correctly.

1. Press the ‘Get Form’ button to access the SiT52A form and open it in the editing tool.
2. In the Office Use section, fill in the rep code, account number, and account name as applicable to the deceased's accounts.
3. Move to the Affidavit section. Begin by entering the names of the executor(s) in the specified field.
4. Provide the full name of the deceased in the section labeled 'Re: Succession of.'
5. Affirm the date of death and the value of the estate, ensuring to include a certified copy of the death certificate as Exhibit 'A'.
6. List the deceased's accounts, including account numbers, particularly those maintained with Scotia iTRADE.
7. Complete the section regarding the deceased's next of kin, outlining their names and relationships.
8. State the date of the last will and attach a certified copy of it as Exhibit 'B'.
9. Describe the relationship to the deceased in the relevant section.
10. If applicable, indicate that Letters Probate have not been obtained, due to cost concerns.
11. Summarize the total value of the estate, mentioning any assets outside Scotia iTRADE as required.
12. Confirm that the last will is valid and complete the affirmation at the bottom, including signatures from the executor(s) in the designated areas.
13. Finally, after reviewing all entries for accuracy, options to save changes, download, print, or share the completed form will be available.

Start completing the Canada Scotia ITRADE SiT52A online to manage the estate efficiently.