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How to fill out the Cst Trust Company online
This guide provides clear and supportive instructions on how to fill out the Cst Trust Company enrolment form. Whether you are a seasoned investor or new to the process, this comprehensive approach will help ensure your successful participation in the Exchange Income Corporation’s Shareholder Dividend Reinvestment and Purchase Plan.
Follow the steps to complete your enrolment successfully.
- Press the ‘Get Form’ button to access the enrolment form and open it in the editor.
- Begin by filling in your first shareholder details. Clearly print your full name, date of birth in DD/MM/YYYY format, and occupation in the designated fields.
- If applicable, repeat the process for the second and third shareholders by providing their names, dates of birth, and occupations as necessary, ensuring all fields are completed.
- Next, enter your complete address including street number, street name, apartment or suite number, city, province, postal code, and daytime telephone number.
- Locate your shareholder account number on your Exchange Income Corporation dividend cheque and fill it in the provided space. You may also include your optional shareholder email address if you wish.
- If you are making an initial cash contribution, check the appropriate box and specify the amount between the minimum of $100.00 and the maximum of $10,000.00. Please remember to prepare a cheque payable to 'CST Trust Company' if applicable.
- Ensure all required signatures are obtained. Signatures must be provided for all shareholders who are enrolling. Include the date next to your signature.
- Finally, review all entered information for accuracy. Save your changes, download a copy for your records, or print the completed form. Follow the instructions on where to send the form to complete your enrolment.
Complete your enrolment documents online today to start benefiting from the plan.
HOW DO I TRANSFER SHARES? Presentation of the original stock certificate(s). ... A formal signed letter of instruction which details the transfer by providing the name, address, social security or tax identification number of the transferee(s) and the number of shares to be issued to each.