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Forms and Applications


The W-9 form is used by U.S. persons (both individuals and entities) to certify their US status for both QI and FATCA. An executed Waiver of Client Confidentiality must be provided together with the completed W-9 for QI purposes.

PDF file
W-9 — Request for Taxpayer Identification Number and Certification

Form # 515876

PDF file
Instructions for the Requester of Form W-9

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How to fill this form
  1. Click on the link above to open the form.
  2. Complete form details and print. You cannot save data typed into this form.
  3. Mail to the address indicated on the upper right section of the page.

We’re Here to Help

If you have any questions or require assistance, contact our Investment Representatives at 1-800-465-5463 or (416) 982-7686, 24 hours a day, 7 days a week.


Submit Completed Forms

By Mail:
Client Documentation Department
3500 Steeles Avenue East
Tower 2, 2nd Floor
Markham, ON
L3R 0X1

In Person: