Get Withdrawal Form - Olympia Trust Company

Filling out the Withdrawal Form for Olympia Trust Company is a straightforward process designed to help you manage your registered plans and Tax-Free Savings Accounts (TFSA). This guide offers step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your surname and first name in the designated fields to identify yourself. It is important to provide accurate information to prevent any processing delays.
3. Fill in your account number to link your request to the correct account. This number is vital for processing your withdrawal.
4. Optionally, you can include your Social Insurance Number (SIN), which can help facilitate identification and processing.
5. Indicate the type of account you are withdrawing from, whether it is a TFSA, Non-Registered account, RRSP, Spousal RRSP, or RRIF by selecting the appropriate checkbox.
6. Select the type of withdrawal you wish to process: full or partial, and indicate if it is in-cash or in-kind. Complete the relevant sections based on your selection.
7. If you choose a partial withdrawal, specify the amount you wish to withdraw and ensure you understand how withholding tax applies to your chosen amount.
8. For an in-kind withdrawal, use the provided chart to inventory securities and report specific stock names and the number of shares.
9. Specify delivery instructions, deciding whether you want the funds mailed to your address or available for pick-up. If opting for mail, provide the complete address.
10. Review any applicable withdrawal fees and acknowledge that fees will be deducted from the withdrawal amount.
11. Read the authorization statement carefully. By signing, you confirm your tax residency status and accept the terms outlined in the document.
12. Sign and date the form where indicated to validate your request.
13. After filling out all sections, save changes, download, or print the completed form for your records before submitting it electronically.

Start completing your WITHDRAWAL FORM online today to manage your accounts efficiently.