Forms

Key documents for review

Application forms

Both Registered and Non-Registered accounts for individuals. Excludes the TFSA and RESP.

Please also complete the New account application if you do not yet have a Qtrade Investor account of the type you are transferring.

Administrative forms

  •  Affidavit of Non-U.S. Status - mandatory form for Entities and Organizations to confirm non-U.S. status remains the same and unchanged.
  • Joint Account Election - mandatory form for Partnership, Foundation, Association, Charitable Organization, Investment Club, and Formal Trust accounts to claim joint account status for U.S. tax reporting purposes.
  • Treaty Statement Declaration - mandatory form for Entities and Organizations to certify eligibility for treaty benefits and to specify limitation on benefits.
  • Withholding Statement - mandatory form for Partnerships, Foundation, Association, Charitable Organization, Investment Club, and Formal Trust accounts to apply the correct rate of withholding tax to each beneficial owner.
  • W-8BEN and Instructions - mandatory form for Individuals on a Partnership, Foundation, Association, Charitable Organization, Investment Club, and Formal Trust to certify non-U.S. status and to claim tax treaty benefits.
  • W-8BEN-E and Instructions - optional form for Entities to certify non-U.S. status and to claim tax treaty benefits.
  • W-8IMY and Instructions - mandatory form for Partnership, Foundation, Association, Charitable Organization, Investment Club, and Formal Trust accounts to certify non-U.S. status and to claim tax treaty benefits.

Please mail completed forms to:

Qtrade Investor
700-1111 West Georgia Street,
Vancouver, BC V6E 4T6

Have a question?

Contact us at 1.877.787.2330
or email us at DirectInvesting@qtrade.ca.