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Forms List

(in alphabetical order)

Here is the complete forms list for Laurentian Bank Discount Brokerage.

If you do not yet have an account with Laurentian Bank Discount Brokerage, please go to Application Forms by Account Type.

If you would like to obtain an optional document or any document to update your file, select and click on the one of your choice. It will be displayed as a PDF version and you may then print it.

You may also obtain these forms from an advisor at the Laurentian Bank (see Laurentian Bank branches) or through the mail by contacting one of our representatives at (514) 908-2528 or 1 877 908-2528.


Account Opening Form for Entity (41097A)
Account Opening Form for Individual (41006A)
Account Transfer Authorization (41028A)
Annex A / Education Savings Plan (41049A)
Canada Education Savings Grant
Canada Education Savings Grant - annexe A
Canada Education Savings Grant - annexe B
Corporate Resolution (41038A)
Communication with beneficial owner (41057A)
Declaration of tax residence - Entities (RC-519)
Declaration of tax residence - Individuals (RC-518)
Declaration of Transmission for the Transfer of Physical Securities (outside Quebec) (41056A)
Declaration of Transmission for the Transfer of Physical Securities (Quebec) (41054A)
Declaration of Transmission (to LBDB) (41042A)
Direct Deposit (41034A)
Direct Transfer of a Single Amount from a DPSP or an RPD (T-2151)
Disclosure Document for Recognized Market Options (41067A)
Guarantee agreement (41030A)
Home Buyers' Plan (HBP) Request to Withdraw Funds from an RRSP (T-1036)
Investment Club Agreement (41026A)
Life Income Fund Account (LIF) - Addenda, Federal(41075A)
Life Income Fund Account (LIF) Restricted Addenda, Federal (41089A)
Life Income Fund Account (LIF) - Addenda, Provincial - Ontario (41074A)
Lifelong Learning Plan (LLP) Request to Withdraw Funds from an RRSP (RC96)
Locked-In Retirement Account (LIRA) - Addenda, Federal (41071A)
Locked-In Retirement Account (LIRA) Restricted Addenda, Federal (41088A)
Locked-In Retirement Account (LIRA) - Addenda, Provincial - Ontario (41070A)
Locked-In Retirement Account (LIRA) - Quebec (41012A)
Mutual Funds Pre-Authorized Chequing Agreement (41083A)
Ownership, control and full legal structure of the entity client (41077A)
Power of Attorney (41016A)
Power of Attorney to Transfer Bonds or Shares (41018B)
Receipt of Securities (41053B)
Registered Education Savings Plan (RESP) Transfers - Federal
Relationship Disclosure
Systematic Withdrawal (41036A)
Transfer Authorization for Registered Investments (41051A)
Transfer Between Registered Education Savings Plans (RESP) - Provincial
Transfer Following a Marriage Breakdown (T-2220)
Treaty Statement (41081A)
W-8BEN form - Non US Individuals
W-8BEN Instructions - Non US Individuals
W-8BEN-E form - Non US Entities
W-8BEN-E Instructions - Non US Entities
W-8IMY form - Non US Intermediaries
W-8IMY Instructions - Non US Intermediaries
W-8EXP form - Non US Tax exempt entities
W-8EXP Instructions - Non US Tax exempt entities
W-9 form and instructions - US persons (Individuals and entities)