Get Information Required For Third Party Donor Only ... - Td Waterhouse

Filling out the information required for third party donor only form for TD Waterhouse is essential to ensure a smooth donation process. This guide will walk you through each step of the online form to help you submit your contributions accurately and efficiently.

Follow the steps to complete the form accurately and efficiently.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin filling in the donor's personal information. Select the appropriate title from the options: Mr., Mrs., Miss, Ms., Dr., Corporation, or Prof. Enter the first name, initial, and last name.
3. Provide the mailing address, including the city, province, and postal code. Also, include the phone number in the specified format.
4. Indicate the citizenship of the donor to ensure compliance with Canada Revenue Agency policies.
5. If the donor is a corporation, ensure to attach a photocopy of the Corporate Resolution and Articles of Incorporation.
6. List the securities to be transferred by filling in the quantity and description for each security. If applicable, include interest rates and maturity for bonds.
7. Provide the CUSIP/ISIN for each security listed to facilitate accurate identification.
8. Fill in the delivering institution information, including the name, account name, account number, contact name, and phone number.
9. If delivering a physical certificate, remember to attach a copy of this addendum with the certificate.
10. Indicate whether this is an existing inter-account transfer by selecting 'Yes' or 'No'.
11. Complete the receiving institution sections for internal use, including TD Waterhouse's CUID, DTC, and account number.
12. Enter additional information, if any, including special instructions.
13. Review the direction regarding funds to understand the terms of the gift.
14. Provide the contributor's authorization by signing and dating the form.
15. Once completed, you can save changes, download the document, or print and share the form as required.

Complete your forms online today for a seamless donation experience.