Get Cl Wadhwa Power System Solutions Pdf

Filling out the Cl Wadhwa Power System Solutions Pdf online is an important step for users managing their investment transfer requests. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the form correctly.

1. Click the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by completing the 'Policyowner Information' section. Enter your last name, first name, initials, and full address including street, city, province, and postal code. Then, provide your Social Insurance Number and telephone numbers for both home and business.
3. Next, move to the 'Receiving Institution Information' section. Fill in the receiving institution's name and full address. Provide your advisor's name, client number, client policy number, as well as the advisor's telephone and fax numbers. Also, include the office contact name and telephone number.
4. In the 'Investment Instructions' section, include any required application or investment forms. Enter the fund number and investment name, specifying either the percentage or dollar amount to be transferred.
5. Proceed to the 'Client Direction To Relinquishing Institution'. Fill in the name and full address of the relinquishing institution. Enter the group plan number if applicable, along with the client policy number.
6. Indicate your transfer request by checking one box only under the transfer options provided. If you are making a partial policy transfer, detail the information required or note that a signed letter of direction is attached for more than three funds.
7. Add any delay transfer conditions by specifying amounts, policy numbers, fund numbers, and investment names as necessary.
8. In the 'Policyowner Authorization' section, read the authorization statement carefully. Sign and date the form as the policyowner. If applicable, have the joint policyowner, advisor, and irrevocable beneficiary sign and date the form as well.
9. After completing the form, review your entries for accuracy. You can then save your changes, download the completed document, print it, or share it as necessary.

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