Get Assante Capital Management Ltd. Transfer Authorization For ...

Filling out the Assante Capital Management Ltd. Transfer Authorization form online is a straightforward process. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the transfer authorization form online.

1. Press the ‘Get Form’ button to access the document and open it in your preferred editor.
2. Begin by providing your client information. Check the appropriate box to denote your title (Mr., Mrs., Miss, Ms., or Dr.). Enter your birthdate in the specified format (MM/DD/YYYY). Fill in your last name, first name, and any middle initials. Include your complete street address, city or town, province, postal code, and social insurance number.
3. Next, complete the receiving institution information. Confirm that the receiving institution is Assante Capital Management Ltd. and provide their address (15 York Street, 7th Floor, Toronto, Ontario M5J 0A3). Fill in the representative's name, your Assante account number, and select the type of registered plan you are transferring (e.g., RRSP, TFSA). If applicable, also include the subledger account number and group plan number.
4. In the client direction to the relinquishing institution section, provide the name and address of the relinquishing institution. Select your preferred method of transfer: 'All in cash', 'All in kind', 'Partial', or 'All assets mixed', ensuring that you attach any necessary documentation.
5. You will need to affirm the client authorization. Read the terms carefully and check the box if you agree to liquidate investments as necessary. Include your name, signature, and date in the provided fields.
6. If applicable, provide information for an irrevocable beneficiary. Enter the beneficiary's name, their signature, and the date.
7. Finally, once you have completed all sections, review your entries for accuracy. You can then save your changes, download, print, or share the completed form as required.

Complete your transfer authorization form online today!