Investor Form Finder

Here are quick links to investor centre forms:

Form

Purpose

AnswerLine registration Register for AnswerLine to check your securities online.
Change of e-mail address for consent to electronic delivery Change the e-mail address to which investor materials are sent.
Change of mailing address Change the mail address for your shareholder / securityholder account.
Consent to electronic delivery of issuer documents Sign up for electronic delivery of investor materials such as financial statements and meeting materials. (For registered securityholders)
Financial statements request Sign up for issuer financial statements. (For non-registered shareholders)
Issuers offering DRIPS View a list of dividend reinvestment plans administered by CST.
Electronic dividend payment Have your dividend payments deposited directly to your bank account.
Basic security transfer Transfer securities from one or more individuals to one or more other individuals or entities.
Estates transfer

Transfer securities where one or more of the registered holders is deceased. Includes forms for:

  • Joint accounts
  • Probated estates
  • Non-probated estates
  • Quebec estates
Corporate transfers Transfer securities registered in the name of a corporation.
Trust transfer Transfer securities registered in the name of a trustee.
Replace lost certificates Replace a certificate that has been lost, stolen or destroyed.
NR301 Form Form to be completed by non-resident taxpayers to receive the tax treaty rate.
W9 Form Form to be completed by US residents to avoid the backup withholding tax.
W8 Ben Form Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding & Reporting (Individuals). Complete if you are an Individual and are receiving US Source Income.
W8 Ben E Form The Form reflects changes made by the Foreign Account Tax Compliance Act (FATCA) and is used by beneficial owners that are entities. This Form is for Certification of Status of Beneficial Owner for United States Tax Withholding & Reporting (Entities).
W8 ECI Form This Form is for Certification of Foreign Person’s Claim that Income is Effectively Connected with the Conduct of a Trade or Business in the United States.
W8 EXP Form This Form is for Certification of Foreign Government or Other Foreign Organization for United Status Tax Withholding & Reporting.
W8 IMY Form This Form is for Certification of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax.
Instructions Instructions for the Requester of Forms W8-BEN, W8-BEN-E, W8-ECI, W8-EXP and W8-IMY.
Corporate actions Download an issuer's corporate actions forms for transactions such as takeover bids, mergers, stock splits, reverse splits, rights issues, spin-offs, stock dividends, etc.
Contact us Secure, online inquiry form to contact CST investor services.

 

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