Get Yyyy &&i Form

Filling out the Yyyy &&i Form online can seem daunting, but with this comprehensive guide, you'll navigate each section with ease. This form is essential for establishing a formal trust account with CIBC Investor Services, ensuring that all necessary information is accurately captured.

Follow the steps to complete your form effortlessly:

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital editor.
2. Begin with the Account Name field. Enter the name that will be used for all correspondence related to the trust.
3. Next, indicate the number of Trustees for the trust and provide details in the Trustee Information section for each Trustee. Include their first name, last name, permanent address, date of birth, and telephone number.
4. For each Trustee, fill in their employment information. This includes the employer's name, type of business, occupation, and contact information.
5. Answer questions regarding investment industry professional status and insider status of publicly traded companies as applicable.
6. Move on to identity verification. Provide the type of acceptable identification along with the reference number and place of issuance.
7. If applicable, indicate the primary financial institution, including bank transit number and account number.
8. Repeat steps 2 through 7 for Settlor/Beneficiary Information for every applicable settlor and beneficiary.
9. Finally, review all the entered information for accuracy. Once confirmed, save the changes, and choose whether to download, print, or share the completed form.

Start filling out your Yyyy &&i Form online today!