Get Tfsa Application - Mawer Investment Management

This guide provides a comprehensive overview of how to complete the TFSA Application for Mawer Investment Management online. It is designed to assist users through each section of the form, ensuring a smooth application process.

Follow the steps to successfully complete the TFSA Application.

1. Press the ‘Get Form’ button to retrieve the application form and open it for editing.
2. Begin by providing your personal information, including your full name, date of birth, and address in the designated sections. Make sure all information is accurate and matches your identification documents.
3. In the account information section, specify whether you are opening a new account or using an existing one. Select the applicable options as per your situation.
4. Complete the investment knowledge and experience section. This helps Mawer understand your investment background and risk tolerance by selecting the appropriate checkboxes regarding your investment experience.
5. Fill in the section for intended use of the account, indicating the purpose of your TFSA—whether it is for investment income, purchase of assets, or other purposes.
6. Proceed to the contributions section and specify the amount of the initial contribution. Ensure compliance with the contribution limits outlined in the Tax Act.
7. In the future transactions section, indicate whether you wish to allow pre-authorized withdrawals or deposits and provide bank details if necessary.
8. Designate beneficiaries as required. If applicable, ensure that you follow the guidelines for survivor and beneficiary designations according to the document.
9. Finally, review your application for any errors or omissions and digitally sign the form to confirm that all the information is complete and accurate.
10. Once you have completed all sections, save your changes. You can then download, print, or share the form as needed.

Complete your TFSA Application online today and take control of your financial future!