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How to use or fill out scotia pre authorized debit form with our platform
- Click ‘Get Form’ to open the Scotia Pre Authorized Debit Form in the editor.
- Begin by filling in your TFSA Account Number and Advisor Code at the top of the form. Ensure that your Account Name is clearly stated.
- In the Registered Owner section, provide your full name, address, Social Insurance Number, city, postal code, and province.
- Authorize Scotia Capital to debit your bank account by entering the Authorized Amount and Start Date. Choose a frequency for contributions: either monthly on the 1st or 15th, or bi-weekly.
- Complete the Bank Information section with your Bank Name, Transit Number, Institution Number, and Account Number. Indicate whether it’s a Chequing or Savings account.
- If applicable, have a joint bank account holder sign where indicated. Then proceed to fill out Investment Instructions if you choose to invest contributions in mutual funds.
- Finally, review all information for accuracy before signing and dating the form at the bottom.
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