Ca63 2026

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4.9 out of 5

351 votes

The document outlines the account transfer process for clients of The Bank of Nova Scotia and its associated entities, including Scotia Capital Inc., ScotiaMcLeod, and Scotiatrust. It provides detailed instructions on client identification, types of transfers (in cash vs. in kind), timelines for different investment products, potential fees, and necessary documentation for locked-in accounts. Additionally, it emphasizes the importance of understanding the transfer process and includes contact information for customer service.

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Click ‘Get Form’ to open the ca63 in the editor.
Begin by filling in your personal information, including your last name, first name, address, city, province, postal code, and telephone numbers. Ensure all details are accurate for smooth processing.
Next, provide your Client Account/Policy Number and select the appropriate Registered Type from the options provided (e.g., RSP, LIRA).
In the Receiving Institution Information section, enter the relevant details of your receiving institution. This includes their address and any necessary codes.
Complete the Client Direction to Relinquishing Institution section by indicating how you wish to transfer your assets (in cash or in kind) and specify any additional instructions.
Finally, review all entries for accuracy before signing in the Client Authorization section. Make sure to date your signature appropriately.

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