Get Ci Tfsa Applicaiton Form Fillable

The Ci Tfsa Application Form Fillable is an essential document for anyone looking to open a Tax-Free Savings Account with CI Investments. This guide will walk you through the process of completing each section of the form online, ensuring that you fill it out correctly and efficiently.

Follow the steps to complete your Ci Tfsa application form online.

1. Click ‘Get Form’ button to download the application form and open it in your editor of choice.
2. Begin by providing your CI account number and Sun Life Financial account number in the 'Plan Information' section of the form. If you are transferring from an existing Sun Life account, specify the account number carefully.
3. In the 'Plan Holder Information' section, indicate your gender, select your preferred language (English or French), and fill in your surname, first name, middle initial(s), email address, social insurance number, and birth date. All fields marked as mandatory must be completed.
4. Proceed to the 'Successor Account Holder/Designation of Beneficiary' section. Here, you can designate a successor holder or beneficiary. Fill in the names, relationships, and social insurance numbers of individuals you wish to designate.
5. Complete the 'Dealer and Representative Information' section to identify the representative working with you and their contact information. This includes the dealer number and the representative's signature.
6. If you wish to utilize the automatic rebalancing service, fill out the corresponding section, providing your target weightings for each fund, the selected variance, and the desired frequency for rebalancing.
7. Fill out the 'Banking Information / Account Payment Details' section with your banking information. Attach a voided cheque if required and ensure all details are accurate for any deposits.
8. Review and acknowledge the 'Mutual Fund Authorization' section where you confirm the accuracy of your application and consent to CI’s use of your personal information.
9. Complete the 'TFSA Registration and Plan Authorization' by signing and dating the form. Ensure to read the trust conditions outlined in the Declaration of Trust.
10. After filling out all sections, save your changes. You can choose to download, print, or share the completed form as needed.

Complete your Ci Tfsa application form online today to take advantage of tax-free savings opportunities.