Forms

e/Forms is a program which includes most B2B Bank forms from the web. It allows users to fill in the blanks electronically with smart links to leading contact and client management software. The program allows common client profile information such as name, address, DOB and SIN to be imported directly to any pre-selected form. Dealer and representative information is also imported. e/Forms is a faster and electronic alternative to completing forms.

Click here to download the setup file for e/Forms. To install the e/Forms program on your system, simply run the setup file you have downloaded. Using e/Forms for the first time and need help? Click here.

Please note, to be able to read and print particular forms, your system requires Adobe® Acrobat® ReaderTM 7.0 or greater. To download the latest version of this software, Click here.

Additional software requirements may be needed to download your clients' profile information. Contact software support includes ACT!, Axis, Broker's Ally Version 7, CCB, Goldmine, Investment Gold, Maximizer Version 5.0, Microsoft Outlook 98, Power Rep Version 200bc0, and Winfund FrontOffice.

For more information, please contact ScanTech technical support at 1‑866‑709‑9666.

Upgrade available for B2B Bank e/Forms users
B2B Bank e/Forms users have the option available to upgrade to the full version of e/Forms financial software. This is good news for the financial advisor! Currently, your version of e/Forms contains only the B2B Bank forms. The full version contains all B2B Bank forms, plus over 700 industry standard forms from 68 Mutual Fund Companies.

[Click Here] for more information.

For forms related to Investment Accounts and Services, please visit the B2B Bank® Dealer Services¹ website.

If you're looking to access the previous method of accessing mortgage forms, please click here. 

To filter and find the correct provincial legal forms, select the province from the drop-down menu, then select "Legal Documents" from the "Form Type" drop-down menu.
Subject Type
ABM Agreement for Home Equity Lines of Credit Administration forms
Appendix For Co-Borrower Disclosure (QC only) Administration forms
B2B Bank Client(s) Identification Form Administration forms
B2B Bank Power of Attorney Identification Form Administration forms
Borrowers Declaration First time buyer New built home (Insured loan) form Administration forms
Client Consent Form Administration forms
Confirmation of occupancy Legal Documents
Declaration of Income and Expenses for Mortgage Applications Administration forms
FCT Request for Statement & Authorization Administration forms
General Information on Mortgage Insurance - CMHC Administration forms
General Information on Mortgage Insurance - Sagen Administration forms
Gift Letter Administration forms
HOK and HELOC Schedule 1—Newfoundland and Labrador (Collateral) Legal Documents
HOK and HELOC Standard Charge (Mortgage) Terms—Nova Scotia (Collateral) Legal Documents
HOK and HELOC Deed of immovable hypothec —Quebec (Collateral) Legal Documents
HOK and HELOC Deed of immovable hypothec—Quebec (Collateral) Legal Documents
HOK and HELOC Schedule A Mortgage Covenants—PEI (Collateral) Legal Documents
HOK and HELOC Schedule A Optional Mortgage Covenants—New Brunswick (Collateral) Legal Documents
HOK and HELOC Schedule A Terms and Conditions—Saskatchewan (Collateral) Legal Documents
HOK and HELOC Standard Charge Terms —Ontario (Collateral) Legal Documents
HOK and HELOC Standard Charge Terms—Manitoba (Collateral) Legal Documents
HOK and HELOC Standard Mortgage Terms—Alberta (Collateral) Legal Documents
HOK and HELOC Standard Mortgage Terms—British Columbia (Collateral) Legal Documents
New Construction – Extended Rate Administration forms
Opinion and Undertaking Immovable Hypothec Part I Legal Documents
Opinion and Undertaking Immovable Hypothec Part II Legal Documents
Pre-Authorized Debit Agreement (Mortgages) Administration forms
Traditional Mortgages Deed of immovable hypothec —Quebec (Non-collateral) Legal Documents
Traditional Mortgages Schedule 1—Newfoundland and Labrador (Non-collateral) Legal Documents
Traditional Mortgages Schedule A Mortgage Covenants—PEI (Non-Collateral) Legal Documents
Traditional Mortgages Schedule A Optional Mortgage Covenants—New Brunswick (Non-collateral) Legal Documents
Traditional Mortgages Schedule A Terms and Conditions—Saskatchewan (Non-collateral) Legal Documents
Traditional Mortgages Standard Charge (Mortgage) Terms—Nova Scotia (Non-collateral) Legal Documents
Traditional Mortgages Standard Charge Terms —Ontario (Non-collateral) Legal Documents
Traditional Mortgages Standard Charge Terms—Manitoba (Non-collateral) Legal Documents
Traditional Mortgages Standard Mortgage Terms— Alberta (Non-collateral) Legal Documents
Traditional Mortgages Standard Mortgage Terms—British Columbia (Non-collateral) Legal Documents
Subject Type
Acknowledgement of Variable Interest Rate and Monthly Payment Administration forms
Assignment, Hypothecation, Acknowledgement and Direction Administration forms
B2B Bank Power of Attorney Identification Form Administration forms
B2B Bank Select Letter of Privilege Administration forms
Dealer Transaction Report Request Administration forms
Declaration of Tax Residence for Entities - RC519 Administration forms
Declaration of Tax Residence for Individuals - RC518 Administration forms
Distribution Alliance Program Letter of Privilege Administration forms
English Language Consent Administration forms
Letter of Assignment for Mutual Funds (client name only) Administration forms
Letter of Assignment for Segregated Funds (client name only) Administration forms
Letter of Direction Administration forms
Letter of Direction - Distribution Alliance Program change request Administration forms
Margin Call Options Administration forms
Material Request Form Administration forms
Movable Hypothec on an Insurance Policy (QC only) Application Forms
Movable Hypothec on Investment Securities (QC only) Application Forms
Non-Financial Account Changes Administration forms
Notice of Investment Administration forms
Notice of Investment Administration forms
Pledge Letter Administration forms
Pre-Authorized Debit (QC only) Administration forms
Pre-authorized Debit Agreement Administration forms
Redemption and Purchase Instructions (IL) Administration forms
Request for Statement/Trade Confirmations for Joint Tenant with Rights of Survivorship or Tenant in Common Administration forms
Securities Control Agreement Administration forms
Segregated Fund Trade Ticket Administration forms
Segregated Funds - Redemption Instruction Form Administration forms
Supplemental Client Information Form Application Forms
Switch Instruction Form Administration forms
Subject Type
Appendix Disclosure to Joint Borrowers Administration forms
B2B Bank Power of Attorney Identification Form Administration forms
Business HISA Banking Resolution Administration forms
Business HISA Information - Corporations and Other Entities Administration forms
Business HISA Information for Trusts Administration forms
Business HISA Telephone and Internet Administration forms
Declaration of Tax Residence for Entities - RC519 Administration forms
Declaration of Tax Residence for Individuals - RC518 Administration forms
HIIA Client Information Document Administration forms
HISA Direct Deposit Request Administration forms
Inter-institution funds transfer (IIFT) Agreement - Addition of Business Account Administration forms
Inter-institution funds transfer agreement - Addition of Account Administration forms
Material Request Form (Deposits & Banking) Administration forms
Non-Financial Account Changes Administration forms
Pre-authorized Debit Agreement Administration forms
Request for Monthly Statements Administration forms
Signing Officer Identification Form Administration forms
Subject Type
Application to Remove the Spousal Designation on a RRSP or RRIF Application Forms
B2B Bank Non-Registered GIC Application Application Forms
B2B Bank Non-Registered GIC Application (Québec Only) Application Forms
B2B Bank Power of Attorney Identification Form Administration forms
Declaration of Tax Residence for Entities - RC519 Administration forms
Declaration of Tax Residence for Individuals - RC518 Administration forms
Deposit RSP-RIF Application (Québec Only) Application Forms
Deposit Slip Order Form Administration forms
Deposits RSP or RIF Account Application Application Forms
Entity GIC Account Authorization Administration forms
GIC Schedule A for Corporations and Other Entities Application Forms
GIC Schedule A for Trusts Administration forms
Material Request Form (Deposits & Banking) Administration forms
Non-Financial Account Changes Administration forms
Renew or Purchase Additional Investment Term Deposit Administration forms
Request for Monthly Statements Administration forms
Signing Officer Identification Form Administration forms
Transfer Authorization Administration forms