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Forms


If you have any questions about forms and applications, please contact us toll free at 1-888-776-6886 during our business hours from 8:00 a.m. - 8:00 p.m. ET, Monday to Friday.

Please note: A minimum amount of $5,000 is required to open an account with BMO InvestorLine. Your initial balance can be a deposit, transfer, or a combination and may consist of cash and/or securities investments. Minimum of $5,000 does not apply to TFSA and RESP accounts.

The Client Agreements contains the terms and conditions and other disclosures for cash, margin, registered and/or option accounts as well as provide explanations why particular information on the application form are required from the client.
Account Open Forms
Account Application Form (194 KB - PDF)
Payment Information and Election to Use Spouse's Age Form info (35 KB - PDF)
Addendum for Locked-In Registered Plans (LIRA, LRIF, LIF, PRIF, LRSP, RLIF)

Additional Forms
Beneficiary Designation and Successor Annuitant Form (RSP/RIF) info (111 KB - PDF)
Pre-authorized Registered Contribution Enrolment Form info (35 KB - PDF)

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 (36 KB - PDF)
Medical Disability: Federal Prescribed Physician's Certificate (22 KB - PDF), Form 1 (50 KB - PDF), Form 2 (32 KB - PDF)
Financial Hardship: Attestation Regarding Withdrawal based on financial Hardship (50 KB - PDF), Attestation Regarding Spouse/Common Law Partner (32 KB - PDF)
Small Balance: Attestation Regarding Spouse/Common Law Partner (32 KB - PDF), Attestation of Total Amount Held in Federally Regulated Locked-In Plans (30 KB - PDF)

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 (214 KB - PDF)
Certificate of Shortened Life: Certificate to Shorten Life Expectancy (32 KB - PDF), Form 7 (38 KB - PDF), Form 5 (43 KB - PDF)
Non-Residency: Instruction to Unlock and Withdrawal Locked-in Funds due to Non-Residency (65 KB - PDF), Form 3 (39 KB - PDF)
Small Balance: Under 65 years of age (45 KB - PDF), Over 65 years of age (33 KB - PDF)

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

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.):

Government Grants and Incentive Forms:
a. Canada Education Savings Grant (CESG), Additional CESG and Canada Learning Bond (CLB) Application Form(SDE 0093)

  • If the Subscriber or Joint Subscriber is not the Beneficiary's Custodial Parent/Legal Guardian, ANNEX B must be completed. (SDE 0093-B)
  • If you wish to apply for additional beneficiaries ANNEX A must be completed (SDE 0093-A)

b. Quebec Education Savings Incentive (QESI) and Increase QESI do not require an application form. BMO InvestorLine will apply for all eligible beneficiaries.
c. Alberta Centennial Education Savings Plan (ACES)

Additional Forms
Registered Education Savings Plan (RESP) Transfer Form (548 KB - PDF)
Quebec Education Savings Incentive (QESI) Transfer Form (548 KB - PDF)
Request for Taxpayer Identification Number and Certification (W-9 Form) info (103 KB - PDF)
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (W8BEN Form) info (91 KB - PDF)
RESP Withdrawal: Capital Withdrawal / Education Assistance Payment (EAP) (510 KB - PDF)
RESP Withdrawal: RRSP Roll-over / Accumulated Income Payment (AIP) (199 KB - PDF)
Additional Tax on Accumulated Income Payments from RESPs (46 KB - PDF)
Tax Withholding Waiver on Accumulated Income Payments from RESPs (46 KB - PDF)
Individual Tax Return for RESP Over-contributions (114 KB - PDF)
Subscriber Statement for an RESP Over-Contribution Withdrawal of $4,000 or Less (57 KB - PDF)
Authorization to Transfer Account Form - Online Version
Authorization to Transfer Account Form - Fillable PDF Version info (237 KB - PDF)
RESP Education Savings Plan Transfer Form (548 KB - PDF)
Quebec Education Savings Incentive (QESI) Transfer Form (548 KB - PDF)

Note: BMO InvestorLine is now able to support all existing provincial and federal grants for RESP accounts
Shareholder Communication Form (933.99 KB - PDF)
Authorized Trading Agent or Power of Attorney Form info (96 KB - PDF)
Mutual Fund Automatic Investment Plan Form info (293 KB - PDF)
Power of Attorney to Transfer Stocks or Bonds info (91 KB - PDF)
The Material Change Form info (143 KB - PDF)
Deed of Gift form (29 KB - PDF)
Personal Information - Register or Change Preference form (72 KB - PDF)
Direction to Transfer Securities (32 KB - PDF)
Third Party Information Form
Informal Trust Account Supplementary Form
Declaration of Eligibility for Benefits under a Tax Treaty for a Non-Resident Taxpayer (39 KB - PDF)
Declaration of Eligibility for Benefits under a Tax Treaty for a Partnership with Non-Resident Partners (127 KB - PDF)
Declaration of Eligibility for Benefits under a Tax Treaty for a Hybrid Entity (60 KB - PDF)

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.

To open a Corporate account, complete our online application. For other Non-Personal accounts, select the account type and follow the steps outlined below.

Corporate accounts


Application Forms
Corporate Account Application Form (Online Application Form/ PDF Form)

Additional Forms You May Need
Authorization to Transfer Non-Personal Account Form
Corporate Resolution Form
Beneficial Ownership Form
Listing of Directors Form
Additional Authorized Trading Officer Form
Guarantee of Account Form
Business Operations and Activities Questionnaire

Other Non-Personal accounts

To open a Non-Personal account, select the account you would like to open and follow the instructions provided:










Note: You will need Adobe Acrobat Reader to download all forms.

Questions? Ready to open an account?