Get Canada B2b Bank 100-04-105e 2020-2025

Filling out the Canada B2B Bank 100-04-105E form online can seem daunting, but with clear instructions, you can complete it efficiently. This guide is designed to help you navigate each section of the form with ease, ensuring that you provide all necessary information accurately.

Follow the steps to fill out the form successfully:

1. Click the ‘Get Form’ button to access the Canada B2B Bank 100-04-105E form and open it in the editor.
2. Begin with Section 1, 'Account Information.' Indicate your account type by selecting 'Group' if applicable, and fill in the Client Name (Last and First) along with the corresponding Account Number and Dealer/Advisor Number.
3. Proceed to Section 2, 'Client Address.' Fill in your current address, postal code, province, city, and country. Ensure that you also provide your residence telephone number.
4. In the same section, review the note stating that two signatures are required—either from you and your advisor/authorized dealer or from your advisor and authorized dealer.
5. Complete Section 3, 'Dealer/Advisor,' by providing the Dealer Name, Dealer Number, Advisor Number, and Advisor Name. Remember, the client and the authorized dealer must sign for a dealer change.
6. In Section 4, 'Annual Account Fee Payment Method,' choose one of the payment options, either charging your chequing account, deducting from your B2BBDS Investment Account, or deducting from your registered account, and ensure you sign where required.
7. Attach a void cheque in Section 5, 'Banking Information,' for any changes you are making. Fill in the effective date and provide details of the bank account, including name, transit number, and account number.
8. In Section 6, if applicable, provide previous and new name signatures, ensuring you sign both and include a dealer signature guarantee if needed.
9. For Section 7, 'Successor Annuitant and Beneficiary Designation,' fill out the necessary beneficiary information if you wish to designate someone.
10. Lastly, review your form for completeness. Save your changes, then download, print, or share the form as required.

Complete the Canada B2B Bank 100-04-105E form online today and ensure your client information is up to date.