Get Rbc Dominion Securities Transfer Department

Filling out the RBC Dominion Securities Transfer Department form can be straightforward with the right guidance. This guide provides a clear set of instructions to help you complete the form accurately and effectively.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Fill in your personal information in the 'Client name' and 'Address' fields. Ensure that the details are printed neatly for clarity and machine readability.
3. Provide the 'RECEIVING INSTITUTION INFORMATION' which includes the name, address, and contact details of RBC Dominion Securities Inc.
4. In the 'Account Transfer Department' section, fill in the necessary account details including 'Dealer/Rep Code', 'DTC', and your account number at the delivering institution.
5. Indicate your transfer method by selecting one of the options: 'All in Kind', 'All assets mixed in Cash and in Kind', 'Partial', or 'All in cash'. Select only one option.
6. For each investment you want to transfer, provide the details such as 'Symbol and/or Certificate Number', 'Investment Amount', and 'Units/Shares'. If applicable, use additional sheets for more investments.
7. Read the 'Client Authorization' section carefully. Sign and date the form where indicated to authorize the transfer.
8. Save your changes and ensure you have a copy of the completed form for your records. You may also download, print, or share the form as needed.

Complete the RBC Dominion Securities Transfer document online today!