• Select Company
    •  UNITED STATES
    •  CANADA (Formerly CST)
  • About Us
  • Knowledge Centre
  • News & Events
  • Research Tools
  • Contact Us
  • Careers
  • Login
    Click here to log in!
  • English
    •   Français
AST Trust Company (Canada) CANADA
  • AST Trust Company (Canada)
  • Issuer & Investor Services
    Transfer Agent Services

    Transfer Agent Services

    Complete transfer agent and registry services, underscored by flawless shareholder experience.

    LEARN MORE
    Equity Plan Solutions

    Equity Plan Solutions

    Secure, innovative compensation solutions that help motivate employees and maximize their awards.

    LEARN MORE
    Asset Recovery Services Asset Recovery Services

    Asset Recovery Services

    Support for companies and shareholders with complex escheatment requirements and abandoned property compliance needs.

    LEARN MORE
    Corporate Actions Services

    Corporate Actions Services

    Advisory, processing and support for complex transactions, including M&As, IPOs and stock splits.

    LEARN MORE
  • Governance, Proxy & Ownership Services
    Corporate Governance Corporate Governance

    Corporate Governance

    Advisory, insights, analysis and expertise that produce corporate governance strategies and successful outcomes.

    LEARN MORE
    Proxy Services Proxy Services

    Proxy Services

    Industry-leading proxy solicitation services with significant experience in high-profile, complex situations.

    LEARN MORE
    Ownership Intelligence

    Ownership Intelligence

    Information and insights on key investors, paired with strategic outreach to help corporations capitalize on relationships.

    LEARN MORE
    Information Agent Information Agent

    Information Agent

    Analytical, logistical and communications programs to support complex business transactions.

    LEARN MORE
  • Corporate Trust
    Corporate Trust Services

    Corporate Trust Services

    Comprehensive trust solutions driven by experience and proven transaction processing.

    LEARN MORE
  • Structured Finance
    Structured Financial Services

    Structured Financial Services

    Leading provider of structured financial solutions to capital markets, ranging from trustee to customized administration functions on an advisory basis.

    LEARN MORE
AST Trust Company (Canada) CAN
  • Login
close
    • Transfer Agent Services
    • Equity Plan Solutions
    • Asset Recovery Services
    • Corporate Actions Services
    • Corporate Governance
    • Proxy Services
    • Ownership Intelligence
    • Information Agent
    • Corporate Trust Services
    • Structured Financial Services
    • About Us
    • Knowledge Centre
    • News & Events
    • Research Tools
    • Contact Us
    • Careers
    • Login
    • Language
    • Français
    • English
close
    • Overview
    • Forms
  • Home
  • Investors
  • Access Investor Forms

Access Investor Forms

View downloadable forms and instructions relating to stock transfers, corporate resolutions, and tax reporting. 

  • Login
  • Overview
  • Forms
  • Account Support

  • 1 (800) 387-0825

  • inquiries@astfinancial.com

Overview

Below are descriptions and links to useful forms for AST, ranging from registration forms for our portal and government tax forms to forms to complete in order to submit requests for changes to your account, including stock transfers and corporate transfers. 

Please note that in some cases, more than one document is required to complete a transaction request.

For more information on requirements for Estate Transfers, including Probated and Non-Probated Estates, please see our Estate Transfers page. 

For more information on Corporate Transfers, please see our Manage My Account Assets page in the Securities Transfer Overview section. 

Forms

Shareholder Central Registration

Register for Shareholder Central to check your securities online.

GO TO FORM

Change of Email Address

Change the email address to which investor materials are sent.

GO TO FORM

Change of Mailing Address

Change the mail address for your shareholder/security holder account.

GO TO FORM

Consent to Electronic Delivery

Sign up for electronic delivery of investor materials such as financial statements and meeting materials (for registered security holders).

GO TO FORM

Financial Statements Request

Sign up for issuer financial statements (for non-registered shareholders).

GO TO FORM

Issuers Offering DRIPs

View a list of Dividend Reinvestment Plans administered by CST.

GO TO SEARCH

Electronic Dividend Payment

Request to have your dividend payments deposited directly to your bank account.

GO TO FORM

Security Transfer

Transfer securities for individual, joint, and trust accounts using this form.

GO TO FORM

Probated Estates

Complete this form and AST will create the declaration of transmission for you. Please note that this is one of several documents required to transfer these securities.

GO TO FORM

Non-Probated Estates

Complete this form and AST will create the declaration of transmission for you. Please note that this is one of several documents required to transfer these securities.

GO TO FORM

Declaration of Transmission—Québec

Complete this form and AST will create the declaration of transmission for you.

GO TO FORM

Certified Corporate Resolution

See a sample of a certified directors resolution. You may complete this one or create your own based on this example.

GO TO FORM

NR301

Form to be completed by nonresident taxpayers to receive the tax treaty rate.

GO TO FORM

W-9

Form to be completed by U.S residents to avoid the backup withholding tax.

GO TO FORM

W-8Ben

Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding & Reporting. Complete if you are an individual and are receiving US source income.

GO TO FORM

W-8Ben-E

The form reflects changes made by FATCA. This Form is for Certification of Status of Beneficial Owner for United States Tax Withholding & Reporting (entities).

GO TO FORM

W-8ECI 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.

GO TO FORM

W-8EXP

This form is for Certification of Foreign Government or Other Foreign Organization for United States Tax Withholding & Reporting.

GO TO FORM

W-8IMY

This form is for Certification of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax.

GO TO FORM

Instructions

Instructions for the Requester of Forms W-8BEN, W-8BEN-E, W-8ECI, W-8EXP, and W-8IMY.

GO TO INSTRUCTIONS

Corporate Actions

Download an issuer's corporate actions form for transactions such as takeover bids, mergers, stock splits, reverse splits, and more.

GO TO SEARCH
  • Issuer & Investor Services
  • Transfer Agent Services
  • Equity Plan Solutions
  • Asset Recovery Services
  • Corporate Actions Services
  • Governance, Proxy & Ownership Services
  • Corporate Governance
  • Proxy Services
  • Ownership Intelligence
  • Information Agent
  • Corporate Trust
  • Corporate Trust Services
  • Structured Finance
  • Structured Financial Services
  • Client Login
  • Login
  • COMPANY INFORMATION
  • About Us
  • Knowledge Centre
  • News and Events
  • Research & Tools
  • Contact Us
  • Careers
  • Privacy Policy
  • Terms & Conditions
  • Investor Access Agreement
  • Issuer Access Agreement
  • Site Map
  • Complaint Handling Process

ASTfinancial.com is optimized for the latest version of all internet browsers, including Internet Explorer, Chrome, Firefox, and Safari. For the best experience, and access to all portions of our site, please ensure your browser is up to date.

Transfer agent, employee plan administration, trustee and other services requiring trust powers are offered through AST Trust Company (Canada). D.F. King is a brand name and operates as AST Investor Services Inc. (Canada).  

© 2018 AST Trust Company (Canada). All rights reserved.

It looks like you’re browsing with Internet Explorer.

This site does not support this version of your browser. To continue using astfinancial.com, you must update your browser to Internet Explorer 11 or higher, or visit us from another browser such as Chrome or Firefox, or from your mobile device or tablet.

If you are unable to update, you may use the links below to access the most common functionality for AST’s login portals.

SHAREHOLDER LOGINS

Manage My Shareholder Account
Manage My Brokerage Account
Buy Shares Direct
Vote My Proxy
Manage My Employee Equity Account

ISSUER LOGINS

Manage My Proxy Meeting
Manage My Shareholders
Manage My Shares: DWAC Online
Manage My Shares: Control Books
Manage My Shares: Instant Email Reporting
Manage My Company’s Equity Awards