Follow the steps to successfully complete the form online.

1. Use the ‘Get Form’ button to access the form and open it within your online environment.
2. Begin by entering the branch contact's first and last name in the designated field.
3. Input the branch contact's telephone number in the specified area.
4. For each CIBC Investor Services account number listed, provide the corresponding client name for that account.
5. In the authorization section, complete the bank account information to approve cash transfers. This includes filling out the financial institution name, account type, bank account number, institution number, and transit number for both Canadian and US dollar currencies.
6. Ensure you understand the implications of linking accounts, particularly regarding risks associated with borrowed funds and the inability to link third-party accounts.
7. Sign the form in the designated signature fields, and ensure that all required signatures are provided for joint accounts.
8. Lastly, submit the completed form along with a personalized VOID cheque or bank statement, ensuring that all account holders’ names and details are visible.
9. You now have the option to save your changes, download, print, or share the completed form as necessary.

Complete your forms online to streamline your electronic funds transfer process.