Get 100 04 105e

Filling out the 100 04 105e form online can be straightforward when you follow the right steps. This guide aims to provide clear, easy-to-follow directions to help you complete the form accurately and promptly.

Follow the steps to fill out the 100 04 105e form online.

1. Click the ‘Get Form’ button to access the 100 04 105e form and open it in your browser's editing tool.
2. Begin by providing your account information. Indicate if your account is a Group, Locked-In, or RRIF account. Fill in your last name, first name, and account number as required.
3. In the client address section, enter your complete address, including the postal code, province, city, and country. Ensure accuracy to avoid any communication issues. A financial advisor or officer of the dealer must sign for any changes to the address.
4. Provide the details for your dealer and financial advisor. Include their names and identification numbers. This information is critical for identifying the responsible parties for your account.
5. Select your preferred method for paying the annual account fee. You can choose to charge a chequing account, deduct fees from your investment account, or deduct fees from your registered account. Ensure you understand the implications of each method.
6. Complete the banking information section. Attach a void cheque to verify banking details for transactions. Fill in your bank name, account number, and transit number.
7. If applicable, designate your successor annuitant and beneficiaries in the appropriate section. This is important for the distribution of your account assets in case of unforeseen circumstances. Ensure all individuals involved are accurately named and described.
8. Review the entire form for completeness and accuracy. Sign and date the form where required, ensuring all signatures are collected as indicated for any changes.
9. Once you have completed the form, save your changes. You can then download, print, or share the completed form as necessary.

Start filling out your documents online now for a smoother process.