Get Questrade Beneficiary

Filling out the Questrade Beneficiary form online is a straightforward process that ensures your cash dividends from eligible securities are reinvested efficiently. This guide provides clear, step-by-step instructions to help you navigate the form effectively.

Follow the steps to complete the Questrade Beneficiary form online.

1. Click ‘Get Form’ button to access the Questrade Beneficiary form.
2. Begin by entering your account number in the designated field, if applicable. This helps to accurately link your authorization to your Questrade account.
3. In the client name area, clearly print your full name as the person authorizing the dividend reinvestment.
4. Date the form by selecting the current date from the date picker or manually inputting it in the provided space.
5. Sign the form in the designated signature field to validate your request.
6. Specify all eligible securities you wish to include in the dividend purchase plan. You can check 'All Eligible securities in my account' or list specific symbols and names of companies in the provided space.
7. Ensure you have noted the terms and conditions outlined in the form, as these will govern your participation in the plan.
8. Once all fields are accurately filled, review the form for any errors or omissions.
9. Save changes to the completed form, then choose to download, print, or share the document as needed.

Complete your Questrade Beneficiary form online today to manage your dividend reinvestment.