Get Direct Deposit Authorization Form - Raymond James Ltd.

The Direct Deposit Authorization Form from Raymond James Ltd. allows users to efficiently transfer Canadian funds from their accounts directly to their chequing accounts. This guide provides a step-by-step approach for completing the form online, ensuring a seamless process for your financial transactions.

Follow the steps to complete the form accurately and efficiently.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In the CLIENT INFORMATION section, enter your Raymond James Ltd account number(s) in the designated field.
3. Fill in your last name and first name in the respective fields.
4. Select and attach the required documentation. You may attach a VOID personalized cheque—note that over-the-counter or non-personalized cheques are not accepted—or a bank information form completed and stamped by a bank employee.
5. Authorize Raymond James Ltd to deposit funds directly to your chequing account by signing your name in the Client Signature(s) field.
6. Fill in the date of signing in the Date field.
7. Ensure the bank information form is filled out correctly if you did not provide a void cheque. The bank institution number, bank transit number, and bank account number must be accurately completed and stamped by a financial institution.
8. Review all details for accuracy and completeness before finalizing the form.
9. Once completed, save your changes, and you can download, print, or share the form as necessary.

Complete your direct deposit authorization form online today to ensure timely funding.