Use this online library to download and print the forms and agreements you need to manage your TD Direct Investing account. You will need Adobe Acrobat Reader to view and print the forms.
Registered Plan withdrawal requests Automatic Investment Plans Account Stakeholders Other applications and formsWhen is it used?
Authorization to Transfer Non-Registered Accounts
Transfer your non-registered investments from another financial institution into your TD Direct Investing account
Transfer Authorization for Registered Investments
Transfer your registered investments from another financial institution into your TD Direct Investing registered account
Registered Plan Internal Transfer
Transfer assets to a TD Direct Investing registered account from within TD Direct Investing, TD Wealth, TD Canada Trust or another TD Bank Financial Group affiliate.
RRSP/RRIF, Pension Direct Transfer (T2151)
Looking to transfer from the Canadian component of one registered account type to the other? Request a direct transfer of RPP or DPSP assets to a RSP, RIF or Locked-in plan with TD Direct Investing.
Authorization and Indemnity
Authorize the transfer of cash and/or securities to a third party account, or the transfer of cash to a third party TD Bank account.
Transfers are permitted between immediate family members only and must be deemed a gift.
The signatures on this form must be witnessed by someone other than the applicant, co-applicant, spouse or common-law partner of any of these persons or in Ontario the applicant's child or a person who treats the applicant as his or her child.
Electronic Funds Transfer Service Form
Transfer funds from your TD non-registered account directly into your Bank account at any financial institution in Canada.
When is it used?
Home Buyers' Plan (HBP) - Request to Withdraw Funds from an RRSP (T1036)
Request a withdrawal from your RSP under the Home Buyers' Plan.
Lifelong Learning Plan (LLP) - Request to Withdraw Funds from an RRSP
Request a withdrawal from your RRSP under the Lifelong Learning Plan (LLP).
RESP Withdrawal Request
Request a withdrawal from an RESP account.
When is it used?
Pre-Authorized Deposit (PAD) Form / Monthly Contribution Plan (MCP) Form
Arrange to have a fixed amount debited automatically from a Canadian dollar chequing account to your Canadian dollar Direct Trading account each month.
Pre-Authorized Deposit (PAD) / Monthly Contribution Plan (MCP) Secure Online Form
Arrange to have a fixed amount debited automatically from a Canadian dollar chequing account to your Canadian dollar Direct Trading account each month by completing this secure online form.
TD Direct Investing also offers dividend reinvestment plans, systematic investment plans and systematic withdrawal plans. To register for these services, please call a licensed representative at 1-800-465-5463, Monday to Friday, 7 am to 9 pm ET.
When is it used?
Designation of Beneficiary for RSP and RIF Account Assets
Designate or change a beneficiary for your Retirement Savings Plan (RSP) and Retirement Income Fund (RIF) account assets.
Designation of TFSA Successor Holder and/or Beneficiary
Complete this form to designate or change a successor holder and/or beneficiary of your Tax-Free Savings Account (TFSA) assets.
The designation is subject to the laws of the applicable jurisdiction (province or territory).
A successor holder must be your spouse or common-law partner, as defined by the Income Tax Act. That person will take over your account upon your death.
A beneficiary can be anyone, including your spouse or common-law partner. If the TFSA has only a beneficiary designated, the funds will be paid, upon your death, in cash to the beneficiary.
Designation of RIF Successor Holder and/or Beneficiary
Complete this form to designate or change a successor holder and/or beneficiary of your Retirement Income Fund (RIF) assets.
The designation is subject to the laws of the applicable jurisdiction (province or territory). This form is to be used for RIF accounts when:
Paperwork to be completed by a guarantor of any liabilities on your TD Direct Investing accounts.
Important: Alberta Guarantees must be witnessed by a lawyer.
The completed form must be taken to a TD Canada Trust Branch or a TD Direct Investing location for a staff witness to sign.
Designation of Trading Authority
Only complete this form if you want another person to trade in your account(s).