BMO InvestorLine - Downloadable BMO InvestorLine Forms

Investment Account Forms

Account Open Forms
Account Application Form
Co-applicant Account Information Form

Client Agreements Booklet

Additional Forms
Request for Taxpayer Identification Number and Certification (W-9 Form)

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (W-8BEN Form)

Pre-authorized Non-Registered Deposit Enrolment Form

Registered Account Forms (RSP, RIF, LIF, LIRA, etc)

Account Open Forms
Account Application Form
Payment Information and Election to Use Spouse's Age Form

Addendum for Locked-In Registered Plans (LIRA, LRIF, LIF, PRIF, LRSP, RLIF)
Client Agreements Booklet

Additional Forms
Beneficiary Designation and Successor Annuitant Form (RSP/RIF)

Pre-authorized Registered Contribution Enrolment Form

To unlock funds from federally regulated locked-in plans (LIF, LRSP, RLIF, RLSP), please complete the forms related to your situation as listed below. Please follow the instructions on the forms.

One Time Unlocking:	50% unlocking Form
Medical Disability:	Federal Prescribed Physician?s Certificate, Form 1, Form 2
Financial Hardship:	Form 1, Form 2
Small Balance:	Form 2, Form 3

To unlock funds from Manitoba regulated locked-in plans, please complete the forms related to your situation as listed below. Please follow the instructions on the forms.

50% One Time Unlocking:	Application for a Prescribed Transfer
Certificate of Shortened Life:	Certificate to Shorten Life Expectancy , Form 7, Form 5
Non-Residency:	Instruction to Unlock and Withdrawal Locked-in Funds due to Non-Residency, Form 3
Small Balance:	Under 65 years of age, Over 65 years of age

Tax-Free Savings Account Forms (TFSA)

Account Open Forms
TFSA Account Application
Client Agreements Booklet

Additional Forms
Tax-Free Savings Account (TFSA) Successor Account Holder Appointment and/or Beneficiary Designation Form

Pre-Authorized Tax-Free Savings Account Contribution Enrolment Form

Request for Taxpayer Identification Number and Certification (W-9 Form)

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (W-8BEN Form)

Registered Education Savings Plan Forms (RESP)

Client Agreements Booklet

Account Open Forms
1. For Individual ESP plans (One beneficiary permitted of any age):

ESP Application Form

ESP Co-subscriber Account Information Form

Canada Education Savings Grant Application

2. For Family ESP plans (Subscriber and all beneficiaries must be related by blood and/or adoption. Any number of beneficiaries under the age of 21 are permitted.):

ESP Application Form

ESP Co-subscriber Account Information Form

ESP Beneficiary Addition / Update Form

d.

Canada Education Savings Grant Application

Additional Forms
Registered Education Savings Plan (RESP) Transfer Form

Request for Taxpayer Identification Number and Certification (W-9 Form)

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (W-8BEN Form)

RESP Withdrawal: Capital Withdrawal / Education Assistance Payment (EAP)
RESP Withdrawal: RRSP Roll-over / Accumulated Income Payment (AIP)
Additional Tax on Accumulated Income Payments from RESPs
Tax Withholding Waiver on Accumulated Income Payments from RESPs
Individual Tax Return for RESP Over-contributions
Subscriber Statement for an RESP Over-Contribution Withdrawal of $4,000 or Less

Account Transfer Forms

Authorization to Transfer Account Form ? Online Version
Authorization to Transfer Account Form ? PDF Version

RESP Education Savings Plan Transfer Form

Note: BMO InvestorLine offers the Canada Education Savings Grant, payable for beneficiaries under 18 years of age. If you plan to transfer your RESP from institutions which provide other grants, the government will require you to repay those grants before the transfer can be completed.

Additional Forms

Authorized Trading Agent or Power of Attorney Form

Mutual Fund Automatic Investment Plan Form

Power of Attorney to Transfer Stocks or Bonds

The Material Change Form

Deed of Gift form
Personal Information - Register or Change Preference form
Direction to Transfer Securities
Important: Prior to completing the Direction to Transfer Securities form please contact a BMO InvestorLine representative for information on the applicable fees and to ensure this form is suitable for your request. Any incomplete forms and unsuitable requests will not be processed. Additional documentation may be required.

Non-Personal Account Forms

Corporation Account
Sole Proprietorship Account
Investment Club Account
Partnership Account
Formal Trust Account
Testamentary Trust Account
Estate Account
Charitable Organization or Private Foundation Account
Not For Profit Organization Account

Corporation Account
1	Complete the Non-Personal Account Application Form and have it signed by a director or individual with signing authority. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo Complete the Guarantee of Account Form Note: For Corporations registered or operating In the province of Alberta this form must be notarized.
3	Please provide a full original, notarized or certified true copy of one of the following: Articles of Incorporation Articles of Amendment or Articles of Amalgamation
4	Please provide a Corporate Profile* from the governing jurisdiction of the corporation displaying the following: corporation name registration number registration date and the names and address of all current directors. * Must be dated within 6 months. Please visit the following site for a listing of federal and provincial registrars that provide this service. Notes: If the corporate profile does not list the current Directors/Signing Officers of the company, please submit additional documentation listing the names and addresses of all directors. Examples include: internal resolution, registrar of directors, minutes from the board of directors meeting, copy of the latest Annual Return Proof of Filing Record, or a Corporate Profile from the Federal or Provincial registrar.
5	Will there be a second individual with trading or signing authority on the account? YesNo Complete the Additional Authorized Trading Officer Form and provide verified personal identification. There is a maximum of two (2) Trading Officers permitted.
6	All Trading Officers must complete and sign the Corporate Resolution Form .
7	Determine the beneficial ownership of the corporation (who owns it and what is their percentage of ownership). Each individual who beneficially owns greater than 10% interest, directly or indirectly, must complete the Beneficial Ownership Information Form and verified personal identification must be supplied.
8	Please provide a listing of full names and occupations of all directors of the corporation on the Listing of Directors Form.

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Sole Proprietorship Account
1	Complete the Non-Personal Account Application Form and have it signed by the owner of the business. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo Complete the Guarantee of Account Form Note: For Businesses registered or operating In the province of Alberta this form must be notarized.
3	Please provide an original, notarized or certified true copy of one of the following: Business License Certificate of Registration or Provincial Registration document
4	Complete the Corporate Resolution Form and have it signed by the sole owner.
5	Please provide a W8BEN Form* in the name of the proprietorship completed by the sole owner. *Notes: This is required to comply with United States Internal Revenue Service Qualified Intermediary (IRS QI) requirements . This form expires every 3 years and must be renewed Only original forms are accepted

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Investment Club Account
1	Complete the Non-Personal Account Application Form and have it signed by a director or individual with signing authority. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo Complete the Guarantee of Account Form Note: In the province of Alberta this form must be notarized.
3	Please provide original, notarized or certified true copy of the following: A full copy of the Investment Club Agreement, or Bylaws that establishes the existence and structure of the club
4	Will there be a second individual with trading or signing authority on the account? YesNo Complete the Additional Authorized Trading Officer Form and provide verified personal identification. Note: There is a maximum of two (2) Trading Officers permitted.
5	Complete the Investment Club Account Agreement Form and have it signed by all trading officers and club members.
6	Each member must provide one of the following: Copy of valid and legible Canadian government issued photo ID In lieu of photo ID, a W8BEN Form may be completed by each member (note ? this form expires every 3 years and must be renewed, only originals accepted). For any member who is a US person a W9 Form must be completed. Note: In order to comply with United States Internal Revenue Service Qualified Intermediary (IRS QI) requirements, each individual club member must provide one of the above.
7	All individuals who beneficially own greater than 10% interest in the account must complete the Beneficial Ownership Information Form and provide verified personal identification.

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Partnership Account
1	Complete the Non-Personal Account Application Form and have it signed by a Partner. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo Complete the Guarantee of Account Form Note: In the province of Alberta this form must be notarized.
3	Please provide original, notarized or certified true copy of the following: Copy of the Partnership Agreement, and Provincial Business License/Registration
4	Will there be a second individual with trading or signing authority on the account? YesNo Complete the Additional Authorized Trading Officer Form. Please also provide verified personal identification. Note: There is a maximum of two (2) Trading Officers permitted.
5	Complete the Partnership Resolution Form and have it signed by all trading officers and partners.
6	Complete the Joint Account Election & Withholding Statement Form for all partners.
7	Complete an original W8IMY Form in the name of the Partnership
8	Each partner must provide one of the following: Copy of valid and legible Canadian government issued photo ID In lieu of photo ID, a W8BEN Form may be completed by each partner (note ? this form expires every 3 years and must be renewed, only originals accepted). For any member who is a US person a W9 Form must be completed. Note: In order to comply with United States Internal Revenue Service Qualified Intermediary (IRS QI) requirements, each partner must provide one of the above.
9	All individuals who beneficially own greater than 10% interest in the account must complete the Beneficial Ownership Information Form and provide verified personal identification.

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Formal Trust Account
1	Complete the Non-Personal Account Application Form and have it signed by a Trustee. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo Complete the Guarantee of Account Form Note: In the province of Alberta this form must be notarized.
3	Submit a notarized or original copy of the full legal trust agreement.
4	Is there more than one Trustee appointed within the Trust Agreement?YesNo go to 5 skip to 7
5	All Trustees named in the trust agreement must be set up on the account as Trading Officers. Each additional Trustee/Trading Officer must complete the Additional Authorized Trading Officer Form and verified personal identification must be supplied.
6	Complete the Multiple Trustee Form and have it signed by all Trustees.
7	The following should complete the Beneficial Ownership Information Form and provide verified personal identification: the Settlor (creator) of the Trust and all beneficiaries who own greater than 10% interest in the account
8	Complete the Trust Account Declaration Form. The following terms may assist you determine what type of trust account you are opening: Simple, Grantor or Complex.
9	The following is required only if the trust is deemed to be Simple or Grantor, and is not needed if the trust is Complex: Joint Account Election & Withholding Statement Form Original W8IMY Form complete in the name of the Trust One of the following is required from the Settlor (creator) and each Beneficiary to comply with United States Internal Revenue Service Qualified Intermediary (IRS QI) requirements: Copy of Canadian government issued photo ID Or in lieu of photo ID, a W8BEN Form may be completed (note ? this form expires every 3 years and must be renewed, only originals accepted). For any member who is a US person a W9 Form must be completed.

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Testamentary Trust Account
1	Complete the Non-Personal Account Application Form and have it signed by a Trustee or Executor. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo The Guarantee of Account Form is required. Note: In the province of Alberta this form must be notarized.
3	Submit a notarized or original copy of the Probated Will establishing the legal Trust.
4	Is there more than one Trustee appointed within the Will/Trust Agreement? YesNo go to 5 skip to 7
5	All Trustees named in the will/trust agreement must be set up on the account as Trading Officers. Each additional Trustee/Trading Officer must complete the Additional Authorized Trading Officer Formand verified personal identification must be supplied.
6	Complete the Multiple Trustee Form and have it signed by all Trustees.
7	Complete the Trust Account Declaration Form. A testamentary trust is considered to be a Complex trust.
8	All beneficiaries who own greater than 10% interest in the account must complete the Beneficial Ownership Information Form and provide verified personal identification.

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Estate Account

1

Complete the Non-Personal Account Application Form and have it signed by an Executor. Please also provide verified personal identification.

By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.

2

Will you be applying for a Margin account?YesNo

3

Submit a notarized or original copy of the Probated Will or Letters Probate (applicable for all provinces except Quebec*).

4

Is there more than one Executor appointed within the Will? YesNo

5

All Executors named in the will must be set up on the account as Trading Officers. Each additional Executor/Trading Officer must complete the Additional Authorized Trading Officer Formand verified personal identification must be supplied.

6

A Multiple Trustee Form is required and must be signed by all Executors/Estate Trustees

7

All beneficiaries who own greater than 10% interest in the account must complete the Beneficial Ownership Information Form and provide verified personal identification.

*Quebec
If the deceased was a resident in the province of Quebec please refer to the following scenarios to determine which documents to supply:

Scenario	Action
Notarial Will	Original or Notarized Copy of Provincial Death Certificate Notarized Copy of Last Will and Testament Original or Notarized Copy of Research Certificate from Quebec Bar Original or Notarized Copy of Research Certificate from Chamber of Notaries.
Holographic Will	Original or Notarized Copy of the Provincial Death Certificate Original or Notarized Copy of the Will or Superior Court Judgment Original or Notarized Copy of Research Certificate from Quebec Bar Original or Notarized Copy of Research Certificate from Chamber of Notaries.
No Will (Intestate)	Original or Notarized Copy of Provincial Death Certificate Original or Notarized Copy of the Declaration of Heirship and Nomination of Liquidatorship OR Original or Notarized Copy of the Marriage Contract Original or Notarized Copy of Research Certificate from the Quebec Bar Original or Notarized Copy of Research Certificate from the Chambers of Notaries

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Charitable Organization or Private Foundation Account
1	Complete the Non-Personal Account Application Form and have it signed by a director or individual with signing authority. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo The Guarantee of Account Form is required. Note: For Corporations registered or operating in the province of Alberta, this form must be notarized
3	Please provide an original, notarized or certified true copy of one of the following: Articles of Incorporation Articles of Amendment or Articles of Amalgamation Notes: If the articles do not list the current Directors/Signing Officers of the company, please submit additional documentation listing the names and addresses of all directors. Examples include: internal resolution, registrar of directors, minutes from the board of directors meeting, copy of the latest Annual Return Proof of Filing Record, or a Corporate Profile from the Federal or Provincial registry.
4	Please provide a letter of determination from Canada Revenue Agency confirming registered charity status and registration number. Must be an original, notarized or certified true copy.
5	Will there be a second individual with trading or signing authority on the account? YesNo The Additional Authorized Trading Officer Form is required and verified personal identification must be supplied.
6	All Trading Officers must complete and sign the Corporate Resolution Form.
7	A listing of full names and occupations of all directors of the corporation/organization is required. Please provide this information on the Listing of Directors Form.

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch

Not For Profit Organization Account (Church, Society or an Association other than an incorporated registered charity/foundation)
1	Complete the Non-Personal Account Application Form and have it signed by a director or individual with signing authority. Please also provide verified personal identification. By signing the Account Application Form, clients are agreeing to all account terms and conditions outlined in the Client Agreements Booklet. All clients must read and agree to the terms and conditions of this document.
2	Will you be applying for a Margin account?YesNo Complete the Guarantee of Account Form Note: In the province of Alberta this form must be notarized.
3	Please provide original, notarized or certified true copy of one of the following: Organization?s Articles of Association, Church/Association/Society Agreement and/or Bylaws The document must name the signing authorities authorized to perform financial and securities transactions on behalf of the organization.
4	Will there be a second individual with trading or signing authority on the account? YesNo Complete the Additional Authorized Trading Officer Form and provide verified personal identification.
5	All Trading Officers must complete and sign the Corporate Resolution Form.

Additional forms you may need:
Authorization to Transfer Non-Personal Account form ? Complete and include this with your application if you wish to transfer in assets from another account and/or from another institution.
Pre-Authorized Non-Registered Deposit Enrolment form ? Complete and include this form with your application if you wish to set up a recurring withdrawal from your current bank account for deposit to your BMO InvestorLine account.

Next Steps:
1	Please submit the account application along with any supplementary documents, copies of identification, cheques and/or any transfer documents attached: By mail: BMO InvestorLine First Canadian Place 100 King St. W., Floor B1 Toronto, Ontario M5X 1H3 Or In person: Please visit your local BMO Bank of Montreal branch
2	We will begin processing your application within 2 business days of receipt in our office. BMO InvestorLine may contact you if additional information is required to process your application. If your completed application and all additional documentation and identification has been approved, your new account will be set up in 3 business days.
3	Once your account has been set up, you will receive a welcome handbook in the mail confirming your account number and important information to get you started!
4	If you are not able to download and print the forms, have questions or need assistance you may Contact a BMO InvestorLine representative at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday, or Visit your local BMO Bank of Montreal branch